|
1
|
|
$433M
|
-$213M
|
-6,963,358
|
-34%
|
|
|
2
|
Commerce Bank
Kansas City,
Missouri
|
$90.5M
|
+$37.2M
|
+1,219,796
|
+74%
|
|
|
3
|
|
$89.6M
|
+$1.98M
|
+64,795
|
+2%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$80.5M
|
-$2.79M
|
-91,446
|
-3%
|
|
|
5
|
Dow Chemical Company
Midland,
Michigan
|
$62M
|
–
|
–
|
–
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$59.9M
|
+$3.61M
|
+118,277
|
+7%
|
|
|
7
|
CIBC Bank USA
Chicago,
Illinois
|
$55.7M
|
+$1.98M
|
+64,971
|
+4%
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$48.7M
|
-$860K
|
-28,182
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$39.6M
|
-$17.6M
|
-575,735
|
-32%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$36.7M
|
+$414K
|
+13,562
|
+1%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.2M
|
+$1.58M
|
+51,850
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.8M
|
+$5.86M
|
+191,988
|
+21%
|
|
|
13
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$34.7M
|
–
|
–
|
–
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$34.1M
|
+$8.18M
|
+267,960
|
+33%
|
|
|
15
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$30.1M
|
+$29.1M
|
+953,482
|
New
|
|
|
16
|
|
$29M
|
+$684K
|
+22,405
|
+3%
|
|
|
17
|
Klingman & Associates
New York
|
$28.1M
|
-$160K
|
-5,254
|
-0.6%
|
|
|
18
|
Brighton Jones LLC
Seattle,
Washington
|
$27.7M
|
+$10.8M
|
+353,542
|
+68%
|
|
|
19
|
|
$26.6M
|
+$21.2M
|
+694,735
|
+474%
|
|
|
20
|
Evergreen Capital Management
Bellevue,
Washington
|
$26.4M
|
+$5.19M
|
+169,935
|
+25%
|
|
|
21
|
Eagle Global Advisors
Houston,
Texas
|
$26.2M
|
+$1.83M
|
+60,000
|
+8%
|
|
|
22
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$25.3M
|
+$3.81M
|
+124,718
|
+18%
|
|
|
23
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$24.5M
|
+$9.82M
|
+321,633
|
+71%
|
|
|
24
|
Neuberger Berman Group
New York
|
$23.9M
|
-$135K
|
-4,410
|
-0.6%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
-$4.24M
|
-138,738
|
-16%
|
|
