|
1
|
|
$498M
|
+$213M
|
+8,463,530
|
+85%
|
|
|
2
|
|
$115M
|
+$25.2M
|
+998,309
|
+31%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$69.5M
|
-$5.39M
|
-213,545
|
-8%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$56.9M
|
+$6.57M
|
+260,427
|
+14%
|
|
|
5
|
Dow Chemical Company
Midland,
Michigan
|
$53.3M
|
–
|
–
|
–
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$43.8M
|
-$51.7M
|
-2,048,079
|
-56%
|
|
|
7
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$40M
|
+$536K
|
+21,266
|
+1%
|
|
|
8
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$28M
|
–
|
–
|
–
|
|
|
9
|
Brinker Capital
Berwyn,
Pennsylvania
|
$27.1M
|
+$1.35M
|
+53,515
|
+6%
|
|
|
10
|
Commerce Bank
Kansas City,
Missouri
|
$26.9M
|
-$4.04M
|
-160,310
|
-14%
|
|
|
11
|
Bank of New York Mellon
New York
|
$25.4M
|
+$23.3M
|
+921,889
|
+6,224%
|
|
|
12
|
Eagle Global Advisors
Houston,
Texas
|
$24.6M
|
-$58.8M
|
-2,329,140
|
-72%
|
|
|
13
|
CIBC Bank USA
Chicago,
Illinois
|
$24.2M
|
+$19.1M
|
+757,686
|
+564%
|
|
|
14
|
Neuberger Berman Group
New York
|
$24.2M
|
-$3.66M
|
-145,070
|
-14%
|
|
|
15
|
Klingman & Associates
New York
|
$24M
|
+$17.1K
|
+679
|
+0.1%
|
|
|
16
|
|
$23.7M
|
+$22.1M
|
+874,353
|
New
|
|
|
17
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$22.6M
|
+$21.1M
|
+835,000
|
New
|
|
|
18
|
|
$21.5M
|
-$26.5M
|
-1,052,218
|
-57%
|
|
|
19
|
Evergreen Capital Management
Bellevue,
Washington
|
$21.3M
|
+$6.08M
|
+241,202
|
+44%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
-$678K
|
-26,891
|
-3%
|
|
|
21
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$17M
|
+$11.8M
|
+467,573
|
+290%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.3M
|
-$1.77M
|
-70,319
|
-10%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
-$4.56M
|
-180,699
|
-23%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$16M
|
-$1.34M
|
-53,280
|
-8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
-$2.26M
|
-89,734
|
-13%
|
|
