|
1
|
|
$534M
|
+$127M
|
+2,575,252
|
+34%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$482M
|
-$412M
|
-8,364,299
|
Closed
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
-$3.91M
|
-79,310
|
-2%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$85.8M
|
+$2.68M
|
+54,388
|
+3%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$85M
|
+$6.18M
|
+125,371
|
+8%
|
|
|
6
|
Commerce Bank
Kansas City,
Missouri
|
$70.3M
|
+$5.52M
|
+112,096
|
+9%
|
|
|
7
|
Dow Chemical Company
Midland,
Michigan
|
$67.5M
|
–
|
–
|
–
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$60.7M
|
+$461K
|
+9,358
|
+0.8%
|
|
|
9
|
|
$57.8M
|
-$19.7M
|
-399,339
|
-27%
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$57.7M
|
+$54.3M
|
+1,102,501
|
New
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$47.5M
|
-$321K
|
-6,522
|
-0.7%
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$46.4M
|
-$786K
|
-15,962
|
-2%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$45.2M
|
+$2M
|
+40,570
|
+5%
|
|
|
14
|
CIBC Bank USA
Chicago,
Illinois
|
$43M
|
+$1.98M
|
+40,195
|
+5%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$39.8M
|
-$1.9M
|
-38,543
|
-5%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.3M
|
-$572K
|
-11,605
|
-2%
|
|
|
17
|
Brighton Jones LLC
Seattle,
Washington
|
$38M
|
-$3.34M
|
-67,841
|
-9%
|
|
|
18
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$37M
|
-$1.03M
|
-20,946
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.6M
|
-$24.8K
|
-503
|
-0.1%
|
|
|
20
|
|
$33.5M
|
-$649K
|
-13,180
|
-2%
|
|
|
21
|
Suntrust Banks
Atlanta,
Georgia
|
$32.8M
|
-$1.76M
|
-35,798
|
-5%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$31.2M
|
-$2.43M
|
-49,355
|
-8%
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$31.2M
|
+$4.28M
|
+86,834
|
+17%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$28.8M
|
+$680K
|
+13,805
|
+3%
|
|
|
25
|
Stelac Advisory Services
New York
|
$26.3M
|
-$3.87M
|
-78,546
|
-13%
|
|
