|
1
|
|
$616M
|
+$11.7M
|
+232,184
|
+2%
|
|
|
2
|
|
$219M
|
+$3.83M
|
+75,866
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$172M
|
-$23.8M
|
-472,108
|
-12%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$75.9M
|
+$2.11M
|
+41,838
|
+3%
|
|
|
5
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$51.7M
|
+$9.66M
|
+191,368
|
+23%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$50.7M
|
-$1.38M
|
-27,390
|
-3%
|
|
|
7
|
|
$50M
|
+$1.58M
|
+31,250
|
+3%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$46.1M
|
+$46M
|
+911,428
|
New
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.1M
|
-$8.15M
|
-161,414
|
-16%
|
|
|
10
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$42M
|
+$21K
|
+416
|
+0.1%
|
|
|
11
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$41.6M
|
+$1.43M
|
+28,314
|
+4%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40.4M
|
-$1.86M
|
-36,750
|
-4%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$38.6M
|
-$584K
|
-11,572
|
-1%
|
|
|
14
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$25.4M
|
-$309K
|
-6,114
|
-1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$22.8M
|
-$12.9M
|
-254,892
|
-36%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$22.4M
|
-$1.23M
|
-24,294
|
-5%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.9M
|
+$68.7K
|
+1,360
|
+0.3%
|
|
|
18
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$17.9M
|
+$555K
|
+10,988
|
+3%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$16.6M
|
+$16.6M
|
+328,202
|
New
|
|
|
20
|
|
$16.2M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$15.4M
|
-$2.25M
|
-44,558
|
-13%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$1.35M
|
+26,730
|
+10%
|
|
|
23
|
|
$13.2M
|
-$750K
|
-14,856
|
-5%
|
|
|
24
|
|
$12.8M
|
-$10.3M
|
-204,452
|
-45%
|
|
|
25
|
|
$12.8M
|
+$4.82M
|
+95,550
|
+61%
|
|
