1. BANK OF AMERICA GLOBAL Website: Clients Per Manager: …

1. BANK OF AMERICA GLOBAL WEALTH & INVESTMENT MANAGEMENT

Rank 2015: 1 U.S. Private-Client AUM: $1,100 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 20,569 Clients Per Manager: N/A U.S. Branch Offices: 785 Websites: , Tel: 800-637-7455, 800-878-7878

2. MORGAN STANLEY WEALTH MANAGEMENT*

Rank 2015: 2 U.S. Private-Client AUM: $967 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 15,888 Clients Per Manager: N/A U.S. Branch Offices: 604

*Barron's estimate. AUM=assets under management.

Website: what-we-do/wealth-management Tel: 888-932-6772, 212-761-4000

3. J.P. MORGAN PRIVATE BANK

Rank 2015: 3 U.S. Private-Client AUM: $661 bil Minimum Account: $5 mil Median Account: N/A Wealth Managers: 1,470 Clients Per Manager: N/A U.S. Branch Offices: 54 Website: privatebanking Tel: 212-464-1909

4. WELLS FARGO

Rank 2015: 4 U.S. Private-Client AUM: $507 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 15,240

Clients Per Manager: N/A U.S. Branch Offices: 1,502 Websites: , , Tel: 877-636-0501, 866-243-0931, 888-648-8157

5. UBS WEALTH MANAGEMENT

Rank 2015: 5 U.S. Private-Client AUM: $506 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 7,145 Clients Per Manager: N/A U.S. Branch Offices: 208 Website: Tel: 201-352-3000

6. CHARLES SCHWAB

Rank 2015: N/A U.S. Private-Client AUM: $264 bil

Minimum Account: N/A Median Account: N/A Wealth Managers: 3,100 Clients Per Manager: N/A U.S. Branch Offices: 325 Website: wealthmanagement Tel: 877-336-5388

7. GOLDMAN SACHS*

Rank 2015: 6 U.S. Private-Client AUM: $249.6 bil Minimum Account: $10 mil Median Account: N/A Wealth Managers: 505 Clients Per Manager: 20-30 U.S. Branch Offices: 13 Website: pwm Tel: 800-323-5678 E-mail: gsinfo@

8. BNY MELLON WEALTH MANAGEMENT

Rank 2015: 7 U.S. Private-Client AUM: $224 bil Minimum Account: $2 mil Median Account: N/A Wealth Managers: 861 Clients Per Manager: 25-50 U.S. Branch Offices: 38 Website: bnymellonwealth Tel: 855-976-5789 E-mail: don.quattrucci@

9. FIDELITY

Rank 2015: 8 U.S. Private-Client AUM: $198.5 bil Minimum Account: $1 mil Median Account: N/A Wealth Managers: 1,546 Clients Per Manager: N/A U.S. Branch Offices: 193 Website: Tel: 800-343-3548

10. NORTHERN TRUST

Rank 2015: 9 U.S. Private-Client AUM: $195.9 bil Minimum Account: $2 mil Median Account: N/A

Wealth Managers: 665 Clients Per Manager: N/A U.S. Branch Offices: 64 Website: Tel: 312-444-3918 E-mail: david.p.williams@

11. RAYMOND JAMES FINANCIAL

Rank 2015: 12 U.S. Private-Client AUM: $110.3 bil Minimum Account: N/A Median Account: $8.1 mil Wealth Managers: 6,256 Clients Per Manager: N/A U.S. Branch Offices: 2,700 Website: Tel: 800-248-8863 ext. 75351 E-mail: patrick.daxon@raymondjames .com

12. CITIGROUP

Rank 2015: 10 U.S. Private-Client AUM: $106.8 bil Minimum Account: N/A Median Account: $4.8 mil Wealth Managers: 381 Clients Per Manager: N/A U.S. Branch Offices: 473 Website: Tel: 212-559-9470

13. RBC WEALTH MANAGEMENT

Rank 2015: 14 U.S. Private-Client AUM: $74.6 bil Minimum Account: N/A Median Account: $16 mil Wealth Managers: 1,800 Clients Per Manager: 184 U.S. Branch Offices: 175 Website: rbcwm- Tel: 612-371-2711

14. BESSEMER TRUST

Rank 2015: 15 U.S. Private-Client AUM: $68 bil Minimum Account: $10 mil Median Account: N/A Wealth Managers: 487 Clients Per Manager: 5 U.S. Branch Offices: 17 Website: Tel: 212-708-9349 E-mail: wilcox@

15. BERNSTEIN PRIVATE WEALTH MANAGEMENT

Rank 2015: 17 U.S. Private-Client AUM: $54.3 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 245

Clients Per Manager: N/A U.S. Branch Offices: 18 Website: Tel: 312-696-7833 E-mail: rich.bindler@

16. PNC WEALTH MANAGEMENT

Rank 2015: 16 U.S. Private-Client AUM: $48.8 bil Minimum Account: $1 mil Median Account: N/A Wealth Managers: 795 Clients Per Manager: N/A U.S. Branch Offices: 109 Website: Tel: 888-762-6226 E-mail: wealthmanagement@

17. SUNTRUST PRIVATE WEALTH MANAGEMENT

Rank 2015: 18 U.S. Private-Client AUM: $45.1 bil Minimum Account: N/A Median Account: $10.1 mil Wealth Managers: 346 Clients Per Manager: N/A U.S. Branch Offices: 85 Websites: wealth, Tel: 866-495-5416, 866-506-1989

E-mail: privatewealthmanagement@

18. U.S. BANK WEALTH MANAGEMENT

Rank 2015: 19 U.S. Private-Client AUM: $44.9 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 208 Clients Per Manager: N/A U.S. Branch Offices: 201 Website: reserve. Tel: 855-330-6916

19. STIFEL PRIVATE CLIENT GROUP

Rank 2015: N/A U.S. Private-Client AUM: $43.6 bil Minimum Account: N/A Median Account: $7.8 mil Wealth Managers: 2,175 Clients Per Manager: 397 U.S. Branch Offices: 390 Website: Tel: 800-679-5446 E-mail: snclientserv@

20. ROBERT W. BAIRD

Rank 2015: 20 U.S. Private-Client AUM: $40.6 bil Minimum Account: N/A Median Account: $0.2 mil Wealth Managers: 872 Clients Per Manager: 161 U.S. Branch Offices: 74 Website: Tel: 414-298-1714 E-mail: ksweeney@

21. FIRST REPUBLIC

Rank 2015: 27 U.S. Private-Client AUM: $36 bil Minimum Account: $0.5 mil Median Account: $1.2 mil Wealth Managers: 132 Clients Per Manager: 122 U.S. Branch Offices: 13 Website: wealthmanagement Tel: 310-407-1385 E-mail: ngentin@

22. BMO PRIVATE BANK

Rank 2015: 21 U.S. Private-Client AUM: $32.2 bil Minimum Account: $1 mil Median Account: N/A

Wealth Managers: 850 Clients Per Manager: N/A U.S. Branch Offices: 27 Website: Tel: 312-461-6599 E-mail: susan.oleari@

23. LPL FINANCIAL

Rank 2015: 23 U.S. Private-Client AUM: $31.8 bil Minimum Account: N/A Median Account: $7 mil Wealth Managers: 2,260 Clients Per Manager: N/A U.S. Branch Offices: N/A Website: Tel: 858-779-5585 E-mail: thomas.zgliniec@

24. NEUBERGER BERMAN

Rank 2015: 22 U.S. Private-Client AUM: $29.4 bil Minimum Account: $1 mil Median Account: $10 mil Wealth Managers: 98 Clients Per Manager: N/A U.S. Branch Offices: 10 Website: Tel: 800-234-9840 E-mail: krende@

25. BROWN BROTHERS HARRIMAN PRIVATE WEALTH MANAGEMENT

Rank 2015: 25 U.S. Private-Client AUM: $26 bil Minimum Account: $10 mil Median Account: $14 mil Wealth Managers: N/A Clients Per Manager: N/A U.S. Branch Offices: 7 Website: Tel: 212-483-1818 E-mail: charles.izard@

26. HSBC PRIVATE BANK

Rank 2015: 23 U.S. Private-Client AUM: $25.8 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 37 Clients Per Manager: N/A U.S. Branch Offices: 6 Website: en Tel: 212-525-6190 E-mail: michael.t.cerminaro@hsbcpb .com

27. WILMINGTON TRUST

Rank 2015: 26 U.S. Private-Client AUM: $24.2 bil Minimum Account: $3 mil

Median Account: N/A Wealth Managers: 76 Clients Per Manager: N/A U.S. Branch Offices: 44 Website: Tel: 302-651-1936 E-mail: mgraham@

28. GLENMEDE

Rank 2015: 28 U.S. Private-Client AUM: $23.8 bil Minimum Account: $5 mil Median Account: $10.4 mil Wealth Managers: 75 Clients Per Manager: 25 U.S. Branch Offices: 7 Website: Tel: 215-419-6100 E-mail: chip.wilson@

29. BROWN ADVISORY

Rank 2015: 31 U.S. Private-Client AUM: $23.4 bil Minimum Account: N/A Median Account: $11.5 mil Wealth Managers: 73 Clients Per Manager: 12 U.S. Branch Offices: 6 Website: Tel: 410-537-5585 E-mail: dgodine@

30. ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT

Rank 2015: 31 U.S. Private-Client AUM: $22.5 bil Minimum Account: $5 mil Median Account: N/A Wealth Managers: 75 Clients Per Manager: N/A U.S. Branch Offices: 14 Website: Tel: 617-531-6954 E-mail: squeler@

31. CAPITAL GROUP PRIVATE CLIENT SERVICES

Rank 2015: 33 U.S. Private-Client AUM: $20.2 bil Minimum Account: $5 mil Median Account: $6.9 mil Wealth Managers: 36 Clients Per Manager: 33 U.S. Branch Offices: 7 Website: pcs Tel: 866-421-2166 E-mail: jsaa@

31. FIFTH THIRD PRIVATE BANK

Rank 2015: 29 U.S. Private-Client AUM: $20.2 bil Minimum Account: $1 mil Median Account: $1.8 mil Wealth Managers: 97 Clients Per Manager: 57 U.S. Branch Offices: 29 Website: privatebank Tel: 866-488-0017 E-mail: privatebankadvisors .bancorp@

33. KEY PRIVATE BANK

Rank 2015: 34 U.S. Private-Client AUM: $18.3 bil Minimum Account: $1 mil Median Account: $1.4 mil Wealth Managers: 297 Clients Per Manager: 90 U.S. Branch Offices: 41 Website: kpb Tel: 216-689-3169 E-mail: rick_j_weigle@

34. BB&T

Rank 2015: 35 U.S. Private-Client AUM: $17.8 bil Minimum Account: N/A Median Account: $8.7 mil Wealth Managers: 395 Clients Per Manager: 130

U.S. Branch Offices: 89 Website: wealth Tel: 800-388-3085 E-mail: wealthsolutions@

35. SILVERCREST ASSET MANAGEMENT GROUP

Rank 2015: N/A U.S. Private-Client AUM: $16.7 bil Minimum Account: $5 mil Median Account: $6.3 mil Wealth Managers: 21 Clients Per Manager: 29 U.S. Branch Offices: 8 Website: Tel: 212-649-0600 E-mail: rhough@

36. SCS FINANCIAL

Rank 2015: 37 U.S. Private-Client AUM: $16.6 bil Minimum Account: $25 mil Median Account: $50 mil Wealth Managers: 11 Clients Per Manager: 12 U.S. Branch Offices: 2 Website: Tel: 617-204-6400 E-mail: pmattoon@

37. CITY NATIONAL BANK

Rank 2015: 30 U.S. Private-Client AUM: $16.5 bil Minimum Account: $1 mil Median Account: N/A Wealth Managers: 106 Clients Per Manager: N/A U.S. Branch Offices: 33 Website: Tel: 800-708-8881 E-mail: rich.gershen@

38. JANNEY MONTGOMERY SCOTT

Rank 2015: 36 U.S. Private-Client AUM: $16.1 bil

Minimum Account: N/A Median Account: N/A Wealth Managers: 745 Clients Per Manager: 174 U.S. Branch Offices: 110 Website: Tel: 215-665-6000 E-mail: request@

39. FIDUCIARY TRUST CO. INTERNATIONAL

Rank 2015: 38 U.S. Private-Client AUM: $14.2 bil Minimum Account: $5 mil Median Account: $12 mil Wealth Managers: 36 Clients Per Manager: 39 U.S. Branch Offices: 9 Website: Tel: 877-384-1111 E-mail: jdowd@

40. WILLIAM BLAIR & CO.

Rank 2015: 40 U.S. Private-Client AUM: $13.5 bil Minimum Account: $3 mil Median Account: N/A Wealth Managers: 87 Clients Per Manager: N/A U.S. Branch Offices: 3 Website: Tel: 312-236-1600 E-mail: jbrennan@, rdevore@

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