|
1
|
|
$158M
|
-$161M
|
-5,250,000
|
-50%
|
|
|
2
|
|
$108M
|
+$20.9M
|
+679,434
|
+23%
|
|
|
3
|
Commerce Bank
Kansas City,
Missouri
|
$104M
|
+$8.18M
|
+266,195
|
+8%
|
|
|
4
|
|
$84.9M
|
+$57.3M
|
+1,865,225
|
+188%
|
|
|
5
|
Brighton Jones LLC
Seattle,
Washington
|
$79.1M
|
+$81.9M
|
+2,664,270
|
New
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$71.2M
|
+$37.4K
|
+1,218
|
+0.1%
|
|
|
7
|
CIBC Bank USA
Chicago,
Illinois
|
$68.3M
|
+$5.47M
|
+177,986
|
+8%
|
|
|
8
|
Dow Chemical Company
Midland,
Michigan
|
$58.5M
|
–
|
–
|
–
|
|
|
9
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$49.8M
|
+$369
|
+12
|
+0%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$48.9M
|
+$2.09M
|
+67,952
|
+4%
|
|
|
11
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$39.9M
|
–
|
–
|
–
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$38.6M
|
+$3.73M
|
+121,345
|
+10%
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$37.6M
|
+$17.5M
|
+568,945
|
+82%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.7M
|
+$13.6M
|
+443,466
|
+56%
|
|
|
15
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$35.2M
|
+$580K
|
+18,861
|
+2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.9M
|
+$131K
|
+4,274
|
+0.4%
|
|
|
17
|
Eagle Global Advisors
Houston,
Texas
|
$31.6M
|
-$1.03M
|
-33,360
|
-3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
-$3.39M
|
-110,400
|
-10%
|
|
|
19
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$29.8M
|
+$1.4M
|
+45,550
|
+5%
|
|
|
20
|
Klingman & Associates
New York
|
$28.1M
|
+$1.06M
|
+34,461
|
+4%
|
|
|
21
|
|
$27M
|
+$7.87K
|
+256
|
+0%
|
|
|
22
|
Round Table Services
Westfield,
New Jersey
|
$26.2M
|
+$2.13M
|
+69,482
|
+9%
|
|
|
23
|
Neuberger Berman Group
New York
|
$24.4M
|
-$284K
|
-9,232
|
-1%
|
|
|
24
|
|
$22.3M
|
+$37.7K
|
+1,228
|
+0.2%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$21.4M
|
+$193K
|
+6,286
|
+0.9%
|
|
