|
1
|
Commerce Bank
Kansas City,
Missouri
|
$20.7M
|
+$2.48M
|
+96,520
|
+14%
|
|
|
2
|
Sentinel Trust
Houston,
Texas
|
$13.1M
|
+$12.7M
|
+493,735
|
New
|
|
|
3
|
Sendero Wealth Management
San Antonio,
Texas
|
$12M
|
–
|
–
|
–
|
|
|
4
|
Red Door Wealth Management
Memphis,
Tennessee
|
$11.2M
|
+$10.8M
|
+422,564
|
New
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$11M
|
+$10.6M
|
+412,587
|
New
|
|
|
6
|
Summit Wealth Group
White River Junction,
Vermont
|
$10.8M
|
+$513
|
+20
|
+0%
|
|
|
7
|
UMB Bank
Kansas City,
Missouri
|
$10.8M
|
+$10.4M
|
+406,381
|
New
|
|
|
8
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$8.26M
|
-$195K
|
-7,600
|
-2%
|
|
|
9
|
Advisor OS
Chicago,
Illinois
|
$5.46M
|
-$199K
|
-7,779
|
-4%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$4.63M
|
–
|
–
|
–
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.09M
|
+$3.96M
|
+154,606
|
New
|
|
|
12
|
Permanens Capital
New York
|
$3.12M
|
+$3.03M
|
+118,055
|
New
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$2.38M
|
–
|
–
|
–
|
|
|
14
|
Flow Traders U.S.
New York
|
$467K
|
+$453K
|
+17,656
|
New
|
|
|
15
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$394K
|
+$382K
|
+14,880
|
New
|
|
|
16
|
Klingenstein Fields & Co
New York
|
$361K
|
+$350K
|
+13,634
|
New
|
|
|
17
|
Bison Wealth
Atlanta,
Georgia
|
$223K
|
–
|
–
|
–
|
|
