|
1
|
Brown Advisory
Baltimore,
Maryland
|
$414M
|
+$41.3M
|
+1,276,713
|
+11%
|
|
|
2
|
Brown Brothers Harriman & Co
New York
|
$323M
|
+$58.7M
|
+1,815,065
|
+22%
|
|
|
3
|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
$186M
|
–
|
–
|
–
|
|
|
4
|
Cresset Asset Management
Chicago,
Illinois
|
$122M
|
-$37.8K
|
-1,168
|
-0%
|
|
|
5
|
Sendero Wealth Management
San Antonio,
Texas
|
$93M
|
+$5.21M
|
+160,949
|
+6%
|
|
|
6
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$61.7M
|
-$834K
|
-25,788
|
-1%
|
|
|
7
|
Lazard Asset Management
New York
|
$53.2M
|
+$5.78M
|
+178,838
|
+12%
|
|
|
8
|
|
$45.6M
|
+$1.59M
|
+49,187
|
+4%
|
|
|
9
|
|
$39.7M
|
+$2.38M
|
+73,699
|
+6%
|
|
|
10
|
Red Door Wealth Management
Memphis,
Tennessee
|
$38.7M
|
+$2.32M
|
+71,857
|
+6%
|
|
|
11
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$31M
|
-$11.9M
|
-369,223
|
-28%
|
|
|
12
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$29.9M
|
+$30M
|
+928,999
|
New
|
|
|
13
|
Commerce Bank
Kansas City,
Missouri
|
$27M
|
+$1.04M
|
+32,118
|
+4%
|
|
|
14
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$20.8M
|
–
|
–
|
–
|
|
|
15
|
Citizens Financial Group
Providence,
Rhode Island
|
$18.9M
|
-$791K
|
-24,462
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$18.6M
|
+$8.98M
|
+277,556
|
+92%
|
|
|
17
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$18.2M
|
-$355K
|
-10,962
|
-2%
|
|
|
18
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$17.5M
|
–
|
–
|
–
|
|
|
19
|
Sentinel Trust
Houston,
Texas
|
$15.9M
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$14M
|
+433,064
|
+808%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$14.9M
|
-$71.3M
|
-2,205,736
|
-83%
|
|
|
22
|
Summit Wealth Group
White River Junction,
Vermont
|
$11.8M
|
–
|
–
|
–
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$11.8M
|
–
|
–
|
–
|
|
|
24
|
Commerce Advisors
Memphis,
Tennessee
|
$11.5M
|
-$191K
|
-5,903
|
-2%
|
|
|
25
|
Permanens Capital
New York
|
$11.5M
|
+$1.86M
|
+57,361
|
+19%
|
|
