|
1
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
+$46.8M
|
+436,763
|
+33%
|
|
|
2
|
Bessemer Group
Woodbridge,
New Jersey
|
$162M
|
+$143M
|
+1,335,683
|
+821%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$100M
|
-$2.54M
|
-23,680
|
-2%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$79.6M
|
+$13.7M
|
+127,465
|
+21%
|
|
|
5
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$69.9M
|
+$16.2M
|
+151,532
|
+31%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.2M
|
+$38.4M
|
+358,909
|
+147%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$61.3M
|
-$1.54M
|
-14,374
|
-2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$57.3M
|
+$9.43M
|
+88,098
|
+20%
|
|
|
9
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$48.9M
|
+$48.4M
|
+451,781
|
New
|
|
|
10
|
Hilton Capital Management
Garden City,
New York
|
$48.6M
|
+$48.1M
|
+448,717
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$40.1M
|
+$7.92M
|
+73,939
|
+25%
|
|
|
12
|
Bank of New York Mellon
New York
|
$35M
|
+$6.87M
|
+64,142
|
+25%
|
|
|
13
|
German American Bancorp
Jasper,
Indiana
|
$30.7M
|
+$281K
|
+2,626
|
+0.9%
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$30.2M
|
-$5.84M
|
-54,564
|
-16%
|
|
|
15
|
Strategic Financial Services
Utica,
New York
|
$27.7M
|
+$152K
|
+1,420
|
+0.6%
|
|
|
16
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$27.2M
|
-$1.97M
|
-18,406
|
-7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$22.8M
|
+$10.3M
|
+96,228
|
+84%
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$21.1M
|
+$671K
|
+6,263
|
+3%
|
|
|
19
|
Maxim Capital Management
San Francisco,
California
|
$20.3M
|
+$20.1M
|
+187,777
|
New
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$18.6M
|
-$12.4M
|
-115,758
|
-40%
|
|
|
21
|
State Street
Boston,
Massachusetts
|
$17.6M
|
+$134K
|
+1,254
|
+0.8%
|
|
|
22
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$15.6M
|
-$764K
|
-7,132
|
-5%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$15.3M
|
-$769K
|
-7,177
|
-5%
|
|
|
24
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$14.9M
|
+$327K
|
+3,057
|
+2%
|
|
|
25
|
Wealthstar Advisors
Plano,
Texas
|
$13.6M
|
+$130K
|
+1,211
|
+1%
|
|
