|
1
|
|
$257M
|
+$109M
|
+3,800,000
|
+72%
|
|
|
2
|
|
$114M
|
+$12.1M
|
+421,343
|
+12%
|
|
|
3
|
Commerce Bank
Kansas City,
Missouri
|
$103M
|
+$3.84M
|
+133,554
|
+4%
|
|
|
4
|
|
$88.5M
|
+$7.93M
|
+275,810
|
+10%
|
|
|
5
|
Brighton Jones LLC
Seattle,
Washington
|
$85.3M
|
+$10.3M
|
+356,725
|
+13%
|
|
|
6
|
CIBC Bank USA
Chicago,
Illinois
|
$70.1M
|
+$5.3M
|
+184,274
|
+8%
|
|
|
7
|
Dow Chemical Company
Midland,
Michigan
|
$55.6M
|
–
|
–
|
–
|
|
|
8
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$50.4M
|
+$3.18M
|
+110,540
|
+7%
|
|
|
9
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$48.4M
|
+$2.04M
|
+70,868
|
+4%
|
|
|
10
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$39.7M
|
–
|
–
|
–
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$39.1M
|
+$2.48M
|
+86,238
|
+7%
|
|
|
12
|
Evergreen Capital Management
Bellevue,
Washington
|
$38.6M
|
+$2.89M
|
+100,623
|
+8%
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$35M
|
-$34.1M
|
-1,185,531
|
Closed
|
|
|
14
|
Perella Weinberg Partners Capital Management
New York
|
$34.2M
|
+$25.9M
|
+900,897
|
+291%
|
|
|
15
|
Eagle Global Advisors
Houston,
Texas
|
$31.4M
|
+$1.38M
|
+48,160
|
+5%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.2M
|
-$3.72M
|
-129,404
|
-10%
|
|
|
17
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$28.9M
|
+$578K
|
+20,108
|
+2%
|
|
|
18
|
Klingman & Associates
New York
|
$27.4M
|
+$698K
|
+24,273
|
+3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$26.6M
|
-$2.72M
|
-94,727
|
-9%
|
|
|
20
|
|
$25.9M
|
+$218K
|
+7,578
|
+0.8%
|
|
|
21
|
|
$25.8M
|
–
|
–
|
–
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$24M
|
+$3.8M
|
+132,225
|
+18%
|
|
|
23
|
Neuberger Berman Group
New York
|
$23M
|
-$221K
|
-7,670
|
-0.9%
|
|
|
24
|
Stelac Advisory Services
New York
|
$22M
|
+$2.72M
|
+94,526
|
+14%
|
|
|
25
|
Round Table Services
Westfield,
New Jersey
|
$21.5M
|
-$3.44M
|
-119,733
|
-14%
|
|
