|
1
|
Stifel Financial
St. Louis,
Missouri
|
$282M
|
+$52M
|
+446,959
|
+22%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
+$4.44M
|
+38,143
|
+3%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$102M
|
-$1.24M
|
-10,624
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
+$2.98M
|
+25,655
|
+3%
|
|
|
5
|
Strategic Financial Services
Utica,
New York
|
$98.7M
|
+$6.94M
|
+59,622
|
+7%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$79.1M
|
+$66.7M
|
+573,390
|
+497%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$78M
|
-$6.01M
|
-51,661
|
-7%
|
|
|
8
|
German American Bancorp
Jasper,
Indiana
|
$51.3M
|
+$4.97M
|
+42,728
|
+11%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50.2M
|
+$301K
|
+2,588
|
+0.6%
|
|
|
10
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$48.8M
|
+$16.8M
|
+144,560
|
+52%
|
|
|
11
|
Bank of New York Mellon
New York
|
$45.4M
|
+$3.24M
|
+27,880
|
+8%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$31.9M
|
–
|
–
|
–
|
|
|
13
|
New York Life Investment Management
New York
|
$30.4M
|
–
|
–
|
–
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$28.9M
|
-$1.49M
|
-12,840
|
-5%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$27.2M
|
+$587K
|
+5,050
|
+2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.3M
|
+$8.46M
|
+72,764
|
+49%
|
|
|
17
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$23.8M
|
-$4.71M
|
-40,492
|
-16%
|
|
|
18
|
Meridian Management
Little Rock,
Arkansas
|
$23.7M
|
+$72.9K
|
+627
|
+0.3%
|
|
|
19
|
Howe & Rusling
Rochester,
New York
|
$21.2M
|
-$889K
|
-7,642
|
-4%
|
|
|
20
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$20M
|
-$836K
|
-7,184
|
-4%
|
|
|
21
|
|
$19.5M
|
+$889K
|
+7,644
|
+5%
|
|
|
22
|
Washington Trust
Westerly,
Rhode Island
|
$17.6M
|
+$1.85M
|
+15,912
|
+12%
|
|
|
23
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$15.5M
|
+$15.7M
|
+134,942
|
New
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$15M
|
+$489K
|
+4,203
|
+3%
|
|
|
25
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$14.7M
|
+$3.31M
|
+28,453
|
+28%
|
|
