|
1
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
+$7.69M
|
+68,072
|
+5%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$114M
|
+$60.1M
|
+531,785
|
+111%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.6M
|
+$18.9M
|
+167,248
|
+24%
|
|
|
4
|
KeyBank National Association
Cleveland,
Ohio
|
$86.1M
|
+$3.18M
|
+28,146
|
+4%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$71.9M
|
-$1.4M
|
-12,364
|
-2%
|
|
|
6
|
Hilton Capital Management
Garden City,
New York
|
$61.2M
|
+$2.52M
|
+22,281
|
+4%
|
|
|
7
|
Strategic Financial Services
Utica,
New York
|
$54.2M
|
+$15.1M
|
+133,517
|
+38%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44.7M
|
+$912K
|
+8,073
|
+2%
|
|
|
9
|
Bank of New York Mellon
New York
|
$41.6M
|
+$2.28M
|
+20,170
|
+6%
|
|
|
10
|
German American Bancorp
Jasper,
Indiana
|
$38.4M
|
+$1.83M
|
+16,206
|
+5%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$29.5M
|
+$5.93M
|
+52,525
|
+25%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$27.8M
|
+$197K
|
+1,747
|
+0.7%
|
|
|
13
|
New York Life Investment Management
New York
|
$27.6M
|
–
|
–
|
–
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$27.5M
|
-$532K
|
-4,712
|
-2%
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$26.8M
|
+$490K
|
+4,341
|
+2%
|
|
|
16
|
Meridian Management
Little Rock,
Arkansas
|
$26.6M
|
+$452K
|
+4,005
|
+2%
|
|
|
17
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$21.5M
|
-$2.41M
|
-21,339
|
-10%
|
|
|
18
|
Howe & Rusling
Rochester,
New York
|
$21.4M
|
+$1.34M
|
+11,841
|
+7%
|
|
|
19
|
Maxim Capital Management
San Francisco,
California
|
$20.3M
|
+$3.03M
|
+26,812
|
+17%
|
|
|
20
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$20.3M
|
-$6.64M
|
-58,804
|
-25%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$1.89M
|
+16,747
|
+10%
|
|
|
22
|
Wealthstar Advisors
Plano,
Texas
|
$18.1M
|
+$1.62M
|
+14,337
|
+10%
|
|
|
23
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$17.7M
|
+$3.33M
|
+29,457
|
+23%
|
|
|
24
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$16.1M
|
+$104K
|
+924
|
+0.7%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$15.9M
|
-$465K
|
-4,117
|
-3%
|
|
