|
1
|
Wells Fargo
San Francisco,
California
|
$401M
|
-$24.5M
|
-542,416
|
-6%
|
|
|
2
|
|
$360M
|
+$126M
|
+2,803,481
|
+56%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
-$10.3M
|
-227,470
|
-6%
|
|
|
4
|
|
$90.2M
|
+$49.9M
|
+1,106,944
|
+132%
|
|
|
5
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$73.1M
|
+$5.73M
|
+127,115
|
+9%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63.9M
|
+$3.74M
|
+82,845
|
+6%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$55.8M
|
+$1.78M
|
+39,532
|
+3%
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$54.8M
|
+$6.08M
|
+134,788
|
+13%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$52M
|
-$48.6M
|
-1,076,555
|
Closed
|
|
|
10
|
JMG Financial Group
Downers Grove,
Illinois
|
$43.7M
|
+$235K
|
+5,209
|
+0.6%
|
|
|
11
|
|
$42.4M
|
-$33.7M
|
-746,624
|
-45%
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$41.5M
|
-$462K
|
-10,252
|
-1%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$41.3M
|
+$8.12M
|
+180,087
|
+25%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$40.4M
|
+$1.5M
|
+33,190
|
+4%
|
|
|
15
|
Brighton Jones LLC
Seattle,
Washington
|
$39.6M
|
-$1.61M
|
-35,664
|
-4%
|
|
|
16
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$38.4M
|
+$7.61M
|
+168,780
|
+26%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.5M
|
-$2.8M
|
-62,133
|
-7%
|
|
|
18
|
CIBC Bank USA
Chicago,
Illinois
|
$37.3M
|
+$438K
|
+9,718
|
+1%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$34.3M
|
-$532K
|
-11,793
|
-2%
|
|
|
20
|
|
$32.4M
|
-$3.02M
|
-66,958
|
-9%
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$30.3M
|
-$4.92M
|
-109,157
|
-14%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.7M
|
-$1.73M
|
-38,424
|
-6%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29.4M
|
+$1.13M
|
+25,153
|
+4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.7M
|
+$201K
|
+4,455
|
+0.8%
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$24.6M
|
+$1.17M
|
+26,023
|
+5%
|
|
