|
1
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
+$4.55M
|
+40,336
|
+3%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$83.4M
|
+$2.92M
|
+25,900
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.1M
|
+$7.65M
|
+67,784
|
+11%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$73.6M
|
-$954K
|
-8,458
|
-1%
|
|
|
5
|
Hilton Capital Management
Garden City,
New York
|
$59M
|
+$4.2M
|
+37,246
|
+8%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$54M
|
+$1.72M
|
+15,250
|
+3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44M
|
-$6.73M
|
-59,657
|
-13%
|
|
|
8
|
Bank of New York Mellon
New York
|
$39.6M
|
+$1.78M
|
+15,822
|
+5%
|
|
|
9
|
Strategic Financial Services
Utica,
New York
|
$39.3M
|
+$5.7M
|
+50,552
|
+17%
|
|
|
10
|
German American Bancorp
Jasper,
Indiana
|
$36.8M
|
+$3.86M
|
+34,179
|
+12%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$28.1M
|
-$811K
|
-7,191
|
-3%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$27.8M
|
+$2.24M
|
+19,868
|
+9%
|
|
|
13
|
New York Life Investment Management
New York
|
$27.6M
|
-$10.3M
|
-91,718
|
-27%
|
|
|
14
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$27.1M
|
-$8.37M
|
-74,235
|
-24%
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$26.5M
|
+$82.6K
|
+732
|
+0.3%
|
|
|
16
|
Meridian Management
Little Rock,
Arkansas
|
$26.3M
|
+$13.1M
|
+115,756
|
+100%
|
|
|
17
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$24M
|
-$17.7M
|
-157,194
|
-43%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$23.7M
|
-$2.25M
|
-19,951
|
-9%
|
|
|
19
|
Howe & Rusling
Rochester,
New York
|
$20.2M
|
+$496K
|
+4,395
|
+3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
+$1.39M
|
+12,315
|
+8%
|
|
|
21
|
Maxim Capital Management
San Francisco,
California
|
$18.2M
|
+$4.29K
|
+38
|
+0%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17M
|
-$31.6M
|
-280,086
|
-65%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$16.9M
|
+$1.51M
|
+13,382
|
+10%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$16.8M
|
+$8.11M
|
+71,875
|
+94%
|
|
|
25
|
Wealthstar Advisors
Plano,
Texas
|
$16.6M
|
+$1.29M
|
+11,405
|
+8%
|
|
