1. BANK OF AMERICA GLOBAL 13 WEALTH & INVESTMENT …

1. BANK OF AMERICA GLOBAL WEALTH & INVESTMENT MGMT

(Merrill Lynch Global WM & U.S. Trust) Rank 2013: 1 U.S. Private-Client AUM: $1,082 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 19,417 Clients Per Manager: N/A U.S. Branch Offices: 761 Websites: ; Tel: 800-637-7455; 800-878-7878

2. MORGAN STANLEY WEALTH MANAGEMENT

Rank 2013: 2 U.S. Private-Client AUM: $937 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 16,316 Clients Per Manager: N/A U.S. Branch Offices: 636 Websites: wealth; Tel: 888-932-6772 or 212-761-4000

3. JPMORGAN

Rank 2013: 3 U.S. Private-Client AUM: $625 bil Minimum Account: $5 mil Median Account: N/A Wealth Managers: 1,506 Clients Per Manager: N/A U.S. Branch Offices: 74 Website:

privatebanking Tel: 212-622-9870 E-mail: Kaitlin.finnerty@

4. WELLS FARGO

Rank 2013: 4 U.S. Private-Client AUM: $495 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 15,212 Clients Per Manager: N/A U.S. Branch Offices: 1,442 Websites: ; ; Tel: 877-636-0501; 866-243-0931; 888-648-8157

5. UBS WEALTH Management

Rank 2013: 5 U.S. Private-Client AUM: $403 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 7,119 Clients Per Manager: N/A U.S. Branch Offices: 300 Website: Tel: 201-352-3000

6. GOLDMAN SACHS

Rank 2013: 6 U.S. Private-Client AUM: $235.2 bil Minimum Account: $10 mil Median Account: N/A Wealth Managers: 447 Clients Per Manager: 20-30

U.S. Branch Offices: 13 Website: pwm Tel: 800-323-5678 E-mail: gsinfo@

7. BNY MELLON WEALTH MGMT

Rank 2013: 7 U.S. Private-Client AUM: $200.9 bil Minimum Account: $2 mil Median Account: N/A Wealth Managers: 865 Clients Per Manager: 25-50 U.S. Branch Offices: 38 Website: bnymellonwealth Tel: 855-976-5789 E-mail: don.quattrucci@

8. FIDELITY

Rank 2013: 9 U.S. Private-Client AUM: $187 bil Minimum Account: $1 mil Median Account: N/A Wealth Managers: 1,408 Clients Per Manager: N/A U.S. Branch Offices: 183 Website: Tel: 800-Fidelity

9. NORTHERN TRUST

Rank 2013: 8 U.S. Private-Client AUM: $186.1bil Minimum Account: $2 mil Median Account: N/A Wealth Managers: 707

Clients Per Manager: N/A U.S. Branch Offices: 66 Website: Tel: 312-444-3918 E-mail: DW34@

10. CHARLES SCHWAB

Rank 2013: 10 U.S. Private-Client AUM: $175 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 3,100 Clients Per Manager: N/A U.S. Branch Offices: 325 Website: Tel: 877-336-5388

11. CREDIT SUISSE

Rank 2013: 12 U.S. Private-Client AUM: $102.9 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 370 Clients Per Manager: 50-60 U.S. Branch Offices: 17 Website: credit- Tel: 610-397-7169 E-mail: Richard.jaffe@credit-

12. CITIGROUP

Rank 2013: 13 U.S. Private-Client AUM: $100 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 530 Clients Per Manager: N/A

U.S. Branch Offices: 231 Website: Tel: 212-559-9470

Website: Tel: 888-762-6276 E-mail: wealthmanagement@

13. RAYMOND JAMES FINANCIAL

Rank 2013: 11 U.S. Private-Client AUM: $98.6 bil Minimum Account: N/A Median Account: $8 mil Wealth Managers: 5,700 Clients Per Manager: N/A U.S. Branch Offices: 2,500 Website: wealthmanagement Tel: 800-248-8863 ext. 71733 E-mail: josh.renda@

18. SUNTRUST BANKS

Rank 2013: 17 U.S. Private-Client AUM: $51.7 bil Minimum Account: N/A Median Account: $8.7 mil Wealth Managers: 211 Clients Per Manager: 145 U.S. Branch Offices: 55 Website: wealth Tel: 404-813-2680 E-mail: PrivateWealthManagement@

14. DEUTSCHE ASSET & WEALTH MGMT

Rank 2013: 14 U.S. Private-Client AUM: $76 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 300 Clients Per Manager: N/A U.S. Branch Offices: 22 Website: wealth-us Tel: 212-454-3600

15. RBC WEALTH MANAGEMENT

Rank 2013: 15 U.S. Private-Client AUM: $75.4 bil Minimum Account: N/A Median Account: $13.1 Wealth Managers: 2,000 Clients Per Manager: N/A U.S. Branch Offices: 200 Website: rbcwm- Tel: 612-371-2711

16. BESSEMER TRUST

Rank 2013: 16 U.S. Private-Client AUM: $64.4 bil Minimum Account: $10 mil Median Account: N/A Wealth Managers: 376 Clients Per Manager: 6 U.S. Branch Offices: 16 Website: Tel: 212-708-9349 E-mail: wilcox@

17. PNC WEALTH MGMT

(Including Hawthorn) Rank 2013: 19 U.S. Private-Client AUM: $52.7 bil Minimum Account: $1 mil Median Account: N/A Wealth Managers: 924 Clients Per Manager: N/A U.S. Branch Offices: 96

19. BERNSTEIN GLOBAL WEALTH MANAGEMENT

Rank 2013: N/A U.S. Private-Client AUM: $48.3 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 210 Clients Per Manager: N/A U.S. Branch Offices: 18 Website: Tel: 312-696-7833 E-mail: rich.bindler@

20. BARCLAYS WEALTH

Rank 2013: 18 U.S. Private-Client AUM: $47.1 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 249 Clients Per Manager: N/A U.S. Branch Offices: 12 Website: wealth/ americas Tel: 800-392-5000; 212.526.2039

21. U.S. BANK WEALTH MGMT

(Ascent Private Capital Mgmt, The Private Client Reserve, The Private Client Group, and U.S. Bancorp Investments)

Rank 2013: 20 U.S. Private-Client AUM: $42.9 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 200 Clients Per Manager: N/A U.S. Branch Offices: 208 Website: ascent.; Tel: 855-330-6916

22. BMO PRIVATE BANK

Rank 2013: 21 U.S. Private-Client AUM: $37.4 bil

Minimum Account: $1 mil Median Account: N/A Wealth Managers: 860 Clients Per Manager: 60 U.S. Branch Offices: 35 Website: Tel: 312-461- 2545 E-mail: Thomas.Meilinger@

23. ROBERT W. BAIRD

Rank 2013: 23 U.S. Private-Client AUM: $36.1 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 722 Clients Per Manager: 171 U.S. Branch Offices: 68 Website: Tel: 414-298-1714 E-mail: ksweeney@

24. NEUBERGER BERMAN

Rank 2013: 22 U.S. Private-Client AUM: $35.9 bil Minimum Account: $1 mil Median Account: $10 mil Wealth Managers: 101 Clients Per Manager: N/A U.S. Branch Offices: 10 Website: Tel: 800-234-9840 E-mail: krende@

25. FIFTH THIRD PRIVATE BANK

Rank 2013: 33 U.S. Private-Client AUM: $27.2 bil Minimum Account: $1 mil Median Account: $2 mil Wealth Managers: 126 Clients Per Manager: 45 U.S. Branch Offices: 20 Website: privatebank Tel: 866-488-0017 E-mail: PrivateBankAdvisors .Bancorp@

26. LPL FINANCIAL

Rank 2013: 28 U.S. Private-Client AUM: $25.8 bil Minimum Account: N/A Median Account: $7.0 mil Wealth Managers: 1,687 Clients Per Manager: N/A U.S. Branch Offices: N/A Website: Tel: 858-450-9606 ext. 7598 E-mail: ryan.parker@

27. BROWN BROTHERS HARRIMAN PWM

Rank 2013: 25 U.S. Private-Client AUM: $25.6 bil Minimum Account: $10 mil Median Account: $14.2 mil Wealth Managers: N/A Clients Per Manager: N/A U.S. Branch Offices: 6 Website: Tel: 212-483-1818 E-mail: Charles.izard@

32. FIRST REPUBLIC

Rank 2013: 32 U.S. Private-Client AUM: $20.9 bil Minimum Account: $0.5 milMedian Account: $1.1 mil Wealth Managers: 82 Clients Per Manager: 81 U.S. Branch Offices: 13 Website: wealthmanagement Tel: 310-407-1385 E-mail: ngentin@

28. HSBC PRIVATE BANK

Rank 2013: 24 U.S. Private-Client AUM: $25.3 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 35 Clients Per Manager: N/A U.S. Branch Offices: 7 Website: Tel: 212-525-6190

29. WILMINGTON TRUST

Rank 2013: 27 U.S. Private-Client AUM: $23.5 bil Minimum Account: $3 mil Median Account: N/A Wealth Managers: 93 Clients Per Manager: 76 U.S. Branch Offices: 44 Website: Tel: 302-651-1936 E-mail: mgraham@

30. GLENMEDE

Rank 2013: 26 U.S. Private-Client AUM: $23.3 bil Minimum Account: $3 mil Median Account: $10.5 mil Wealth Managers: 74 Clients Per Manager: 25 U.S. Branch Offices: 6 Website: Tel: 215-419-6100 E-mail: Chip.wilson@

31. CITY NATIONAL BANK

Rank 2013: 29 U.S. Private-Client AUM: $21.6 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 140 Clients Per Manager: N/A U.S. Branch Offices: 30 Website: Tel: 800-708-8881 E-mail: richard.gershen@

33. CAPITAL GROUP PRIVATE CLIENT SERVICES

Rank 2013: N/A U.S. Private-Client AUM: $20.3 bil Minimum Account: $3 mil Median Account: $7.5 mil Wealth Managers: 33 Clients Per Manager: 38 U.S. Branch Offices: 8 Website: pcs Tel: 213-486-9600 E-mail: john.armour@

34. BROWN ADVISORY

Rank 2013: N/A U.S. Private-Client AUM: $18.8 bil Minimum Account: N/A Median Account: $11.4 mil Wealth Managers: 73 Clients Per Manager: 10 U.S. Branch Offices: 6 Website: Tel: 410-537-5585 E-mail: dgodine@

35. ATLANTIC TRUST PWM

Rank 2013: 30 U.S. Private-Client AUM: $18.4 bil Minimum Account: $5 mil Median Account: $10.2 mil Wealth Managers: 56 Clients Per Manager: 42 U.S. Branch Offices: 12 Website: Tel: 617-357-9600 E-mail: sQueler@

36. KEY PRIVATE BANK

Rank 2013: 31 U.S. Private-Client AUM: $17.2 bil Minimum Account: $1 mil Median Account: $1.4 mil Wealth Managers: 224 Clients Per Manager: 95 U.S. Branch Offices: 49 Website: kpb

Tel: 216-689-3169 E-mail: rick_j_weigle@

37. BB&T

Rank 2013: 34 U.S. Private-Client AUM: $16.2 bil Minimum Account: N/A Median Account: $8.8 mil Wealth Managers: 359 Clients Per Manager: 120 U.S. Branch Offices: 78 Website: bbtdotcom/ wealth/start.page Tel: 800-388-3085 E-mail: wealthsolutions@

38. JANNEY MONTGOMERY SCOTT

Rank 2013: 37 U.S. Private-Client AUM: $15.6 bil Minimum Account: N/A Median Account: N/A Wealth Managers: 738 Clients Per Manager: 175 U.S. Branch Offices: 100 Website: Tel: 215-665-4458 E-mail: request@

39. FIDUCIARY TRUST CO. INTERNATIONAL

Rank 2013: 35 U.S. Private-Client AUM: $14.7 bil Minimum Account: $5 mil Median Account: $12.3 mil Wealth Managers: 32 Clients Per Manager: 52 U.S. Branch Offices: 7 Website: Tel: 877-384-1111 E-mail: c.lyons@

40. SCS FINANCIAL

Rank 2013: N/A U.S. Private-Client AUM: $13.6 bil Minimum Account: $25 mil Median Account: $50 mil Wealth Managers: 11 Clients Per Manager: 11 U.S. Branch Offices: 2 Website: Tel: 617-204-6400 E-mail: pmattoon@

AUM=assets under management PWM=private wealth management

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