|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$655M
|
+$25.2M
|
+226,794
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$10.7M
|
+96,292
|
+9%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$103M
|
-$2.73M
|
-24,655
|
-3%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$83.6M
|
+$84.2M
|
+759,466
|
+38,454%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$75.3M
|
+$2.15M
|
+19,348
|
+3%
|
|
|
6
|
New York Life Investment Management
New York
|
$42.4M
|
+$7.78M
|
+70,150
|
+22%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$39M
|
+$3.38M
|
+30,514
|
+9%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36M
|
+$1.97M
|
+17,745
|
+6%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$34.3M
|
-$24.3K
|
-219
|
-0.1%
|
|
|
10
|
Hilton Capital Management
Garden City,
New York
|
$33.1M
|
–
|
–
|
–
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$31M
|
-$2.89M
|
-26,094
|
-8%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$30.9M
|
+$23.4M
|
+211,119
|
+300%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$28.6M
|
+$639K
|
+5,762
|
+2%
|
|
|
14
|
Bangor Savings Bank
Bangor,
Maine
|
$26.1M
|
+$665K
|
+5,998
|
+3%
|
|
|
15
|
Strategic Financial Services
Utica,
New York
|
$24.9M
|
+$3.89M
|
+35,087
|
+18%
|
|
|
16
|
Raffa Wealth Management
Washington,
District of Columbia
|
$21.6M
|
+$131K
|
+1,182
|
+0.6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
+$5.72M
|
+51,569
|
+36%
|
|
|
18
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$21.2M
|
+$4.21M
|
+37,962
|
+24%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.4M
|
-$2.85M
|
-25,677
|
-14%
|
|
|
20
|
Washington Trust
Westerly,
Rhode Island
|
$15.5M
|
+$210K
|
+1,890
|
+1%
|
|
|
21
|
State Street
Boston,
Massachusetts
|
$15.1M
|
+$15.2M
|
+137,022
|
New
|
|
|
22
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$15M
|
+$559K
|
+5,044
|
+4%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$14.7M
|
-$424K
|
-3,823
|
-3%
|
|
|
24
|
Bank of New York Mellon
New York
|
$14.3M
|
+$1.02M
|
+9,155
|
+8%
|
|
|
25
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$14M
|
+$490K
|
+4,418
|
+4%
|
|
