|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$647M
|
+$47.5M
|
+420,281
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$127M
|
+$1.87M
|
+16,541
|
+1%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$109M
|
-$880K
|
-7,793
|
-0.8%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$75.2M
|
+$28.9M
|
+255,729
|
+62%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$36.6M
|
+$2.37M
|
+20,953
|
+7%
|
|
|
6
|
New York Life Investment Management
New York
|
$35.6M
|
-$18.2M
|
-161,259
|
-34%
|
|
|
7
|
FAS Wealth Partners
Leawood,
Kansas
|
$35.2M
|
+$2.8M
|
+24,762
|
+9%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35M
|
+$3.57M
|
+31,627
|
+11%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$34.8M
|
-$685K
|
-6,066
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$28.7M
|
+$647K
|
+5,732
|
+2%
|
|
|
11
|
Bangor Savings Bank
Bangor,
Maine
|
$26.1M
|
+$755K
|
+6,686
|
+3%
|
|
|
12
|
Hilton Capital Management
Garden City,
New York
|
$25.3M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.9M
|
+$62.2K
|
+551
|
+0.3%
|
|
|
14
|
Raffa Wealth Management
Washington,
District of Columbia
|
$22.1M
|
+$56.9K
|
+504
|
+0.3%
|
|
|
15
|
Strategic Financial Services
Utica,
New York
|
$21.6M
|
+$1.13M
|
+9,990
|
+6%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.7M
|
+$1.29M
|
+11,454
|
+7%
|
|
|
17
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$17.5M
|
+$6.35M
|
+56,212
|
+57%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
-$13.1M
|
-115,764
|
-45%
|
|
|
19
|
Washington Trust
Westerly,
Rhode Island
|
$15.7M
|
+$203K
|
+1,797
|
+1%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$15.5M
|
-$12.6M
|
-111,733
|
-45%
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$14.9M
|
+$843K
|
+7,465
|
+6%
|
|
|
22
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$14.7M
|
-$3.9M
|
-34,524
|
-21%
|
|
|
23
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$13.9M
|
+$1.04M
|
+9,236
|
+8%
|
|
|
24
|
Bank of New York Mellon
New York
|
$13.7M
|
+$2.25M
|
+19,971
|
+20%
|
|
|
25
|
Bailard
Foster City,
California
|
$13.3M
|
+$4.26M
|
+37,754
|
+47%
|
|
