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[Pages:1]The Top 50 Institutional Consultants

Many of the nation's top wealth management teams specialize in investing for large organizations--pension plans, university endowments, charitable foundations and the like. These teams also serve individual investors, many of whom want institutional-style oversight of their investments. This is our fourth annual institutional consultant ranking.

Rank '18 '17 Team

Location

Parent Company

Key Advisors

Team IC Assets (bil)

Rank '18 '17 Team

Location

Parent Company

Key Advisors

Team IC Assets (bil)

1. 2. UBS Institutional Consulting, Atlanta

Atlanta

UBS Financial

2. 4. Retirement Benefits San Diego Group

LPL Financial

3. 1. Graystone Consulting, Indianapolis Dobbs Group

4. 3. Sheridan Road Financial

Northbrook, Ill.

5. N Team Schott

Hollywood, Fla.

6. N Team Esch

Minneapolis

7. 15. Graystone Consulting, Chicago Stephans, Van Liew & Oiler Group

8. N Graystone Consulting, Birmingham,

Messner Group

Mich.

Morgan Stanley Independent

Captrust Captrust Morgan Stanley

Morgan Stanley

9. 13. Graystone Consulting, Columbus Columbus, Ohio

Morgan Stanley

10. 22. Graystone Consulting, Barrington,

Chicago NW

Ill.

Morgan Stanley

11. 8. Graystone, Metropolitan, D.C.

Potomac, Md.

Morgan Stanley

12. N Team Strickland 13. N Team Stanicek 14. 7. UBS Institutional

Consulting, NW

Raleigh, N.C. Raleigh, N.C. Seattle

Captrust Captrust UBS Financial

15. 6. Graystone Consulting, New York Longo Group

16. 21. Graystone Consulting, Milwaukee Parks Group

Morgan Stanley Morgan Stanley

17. 23. Graystone Consulting, Wyomissing,

Wyomissing

Pa.

18. 10. Graystone Consulting, Tampa Tampa

Morgan Stanley Morgan Stanley

19. 9. Mason Investment Advisory

20. 19. Graystone, Houston 21. N Francis Investment

Counsel

Reston, Va. Houston Brookfield, Wisc.

Mason Cos.

Morgan Stanley Independent

22. 5. Global Institutional Consulting, Gsell Group

23. 16. Global Institutional Consulting, Starratt Group

24. 12. Global Institutional Consulting, Dunn, Dunne Group

25. 24. Legacy Strategic Asset Mgmt.

Iselin, N.J. Los Angeles Bethesda, Md. Hudson, Ohio

Bank of America / Merrill Lynch Bank of America / Merrill Lynch Bank of America / Merrill Lynch Wells Fargo Advisors

Earle Dodd, Scott Olsen, Allen Wright

$15.2

Larry Deatherage,

14.3

Anthony Franchimone,

Sean Ciemiewicz

William Craig Dobbs 26.3

Jim O'Shaughnessy, Daniel Bryant Stephen Schott Dan Esch Linda Stephans, Kristina Van Liew, Erik Oiler William Messner, John Krakowiak, Jason May Michael Rosloniec, Jennifer Hamant, Cheryl Carpenter George T. Cook, Carl H. Viard, Mary L. Tomanek Robert S. Scherer, Dean J Eisen, Ross Charkatz Jon Strickland Jason Stanicek Trent Sanden, Shawn Hintz, Frank Gallo John Longo

12.7 11.8 18.9 5.3

7.5

5.4

6.9

5.5

15.8 17.3 22.0

15.1

Thomas Parks,

9.2

Robert Parks,

Tina Wisialowski

Harry J. Herb,

13.3

Thomas Schatzman

Charles H. Mulfinger II, 6.6 David A. Wheeler, Adam H. Palmer

Scott S. George

3.4

John Granger II

13.9

Michael Francis,

7.8

Kelli Send,

Clifford Dunteman

Goran Bojovski

12.0

Michael Starratt,

11.3

John Carlson,

Mark Jacoby

George Dunn,

3.2

Peter Dunne,

Bruce Wall

James Barsella,

5.8

Douglas Krapf,

Matthew Shannon

26. 18. Cornerstone Advisors Bethlehem, Pa. Independent Asset Mgmt.

27. N Compass Financial Partners

28. N Team Wilt 29. 17. Eisen-Sessa Group

Greensboro, N.C. Akron, Ohio Philadelphia

30. N Strategic Retirement White Plains,

Group

New York

31. 25. Graystone Consulting, San Antonio, Quantitative Group Texas

LPL Financial Captrust UBS Financial Independent

Morgan Stanley

32. N Graystone Consulting, Birmingham,

Brice Group

Mich.

33. 26. Optimal Service Group

Williamsburg, Virginia

34. N Team Edwards / Schantz

Bethlehem, Pa.

35. N Team Davis

Westlake Village, Calif.

36. N Graystone Consulting, Charleston,

Charleston, W.Va.

W. Va.

Morgan Stanley Wells Fargo Advisors Captrust

Captrust

Morgan Stanley

37. 20. GIC, Veldheer, Long, Mackay & Bernecker Group

38. N MRP

Grand Rapids, Mich. Denver, Colo.

Bank of America / Merrill Lynch LPL Financial

39. N Private Asset Management

Milwaukee

Robert W. Baird

40. N Graystone Consulting, Pittsburgh Pittsburgh, PA / Cleveland, OH

Morgan Stanley

41. N Advanced Research Investment Solutions

Beverly Hills, Calif.

Independent

42. N Graystone, Consulting, Los Angeles

Westlake Village, Calif.

Morgan Stanley

43. N Global Institutional Consulting, Ryan Group

New York

Bank of America / Merrill Lynch

44. N Princeton Investment Princeton,

Consulting

N.J.

UBS Financial

45. N Bickham-Tabb Group

New Orleans UBS Financial

46. N Willhite Institutional The Woodlands, UBS Financial

Consulting Group

Texas

47. 11. Global Institutional Consulting, Cate Brunton Luc Group

Indianapolis

Bank of America / Merrill Lynch

48. N Enterprise

Houston

Retirement Solutions

LPL/ Amegy Bank

49. N Graystone Consulting, New York Detterick Group

Morgan Stanley

50. N Catanella Institutional Philadelphia Consulting Group

UBS Financial

N=Not ranked

Malcolm Cowen II, Thomas Scalici, Christopher McKinley Kathleen Kelly, George Hoyle Steve Wilt David Eisen, Charles Sessa David Hinderstein

$4.9

8.9 8.1 10.4 9.0

Ron Kern,

3.3

Joe Sammons,

Myrteel Ward

Brian Brice,

5.5

Timothy Brice

Joseph M. Montgomery 11.5

Jim Edwards,

5.6

Wes Schantz

Mark A. Davis

6.4

John E. Dawson, II,

3.5

Donald C. Lucci,

Michael D. Hill

William Mackay,

3.9

James Veldheer,

Timothy Long

Chad J. Larsen,

4.7

M. Corey Whitehead,

Kirk Welch

Michael G. Klein,

7.4

Philip C. Dallman

Greg Simakas,

3.4

Charles Snyder,

Josh Dautovic

Alex Shahidi,

10.5

Damien Bisserier

Larry Mills,

5.7

Christopher Venuti,

Marc Roggenkamp

Courtney Moore

2.2

L. Marc Shegoski, David Sears Robert Bickham, Hal Tabb Jon Willhite, Robert Vaughan John Cate

3.1 4.3 4.2 10.1

Deborah Lundin

3.5

Jim Detterick

4.1

Ken Catanella,

3.7

Brian Catanella

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