|
1
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
-$21.2M
|
-194,370
|
-11%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$101M
|
-$1.11M
|
-10,147
|
-1%
|
|
|
3
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$78.5M
|
+$7.27M
|
+66,789
|
+10%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$76.3M
|
-$4.69M
|
-43,040
|
-6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.3M
|
-$179K
|
-1,643
|
-0.3%
|
|
|
6
|
Hilton Capital Management
Garden City,
New York
|
$52.3M
|
-$48.9M
|
-448,717
|
Closed
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50M
|
-$8.32M
|
-76,393
|
-14%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$49.3M
|
-$13.1M
|
-120,172
|
-21%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$48.8M
|
+$44.8M
|
+410,971
|
+1,284%
|
|
|
10
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$40.2M
|
-$9.51M
|
-87,345
|
-19%
|
|
|
11
|
New York Life Investment Management
New York
|
$37.7M
|
+$37.3M
|
+342,099
|
New
|
|
|
12
|
Bank of New York Mellon
New York
|
$36.5M
|
+$839K
|
+7,700
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
-$7.91M
|
-72,608
|
-20%
|
|
|
14
|
German American Bancorp
Jasper,
Indiana
|
$32.5M
|
+$1.21M
|
+11,150
|
+4%
|
|
|
15
|
Strategic Financial Services
Utica,
New York
|
$30.3M
|
+$2.07M
|
+19,013
|
+7%
|
|
|
16
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$29.6M
|
+$1.89M
|
+17,358
|
+7%
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$29.6M
|
-$1.21M
|
-11,092
|
-4%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$28.8M
|
-$135M
|
-1,236,988
|
-83%
|
|
|
19
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$25.2M
|
+$9.86M
|
+90,566
|
+66%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$23.5M
|
+$1.93M
|
+17,761
|
+9%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20.9M
|
+$9.74M
|
+89,401
|
+89%
|
|
|
22
|
Maxim Capital Management
San Francisco,
California
|
$18.5M
|
-$2.19M
|
-20,141
|
-11%
|
|
|
23
|
Howe & Rusling
Rochester,
New York
|
$17.6M
|
+$12.6M
|
+115,694
|
+262%
|
|
|
24
|
State Street
Boston,
Massachusetts
|
$17.5M
|
-$397K
|
-3,645
|
-2%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$15.4M
|
-$141K
|
-1,293
|
-0.9%
|
|
