|
1
|
Commerce Bank
Kansas City,
Missouri
|
$21.4M
|
–
|
–
|
–
|
|
|
2
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$17.6M
|
+$17.1M
|
+644,690
|
New
|
|
|
3
|
Sentinel Trust
Houston,
Texas
|
$13.5M
|
–
|
–
|
–
|
|
|
4
|
Sendero Wealth Management
San Antonio,
Texas
|
$13.1M
|
+$607K
|
+22,868
|
+5%
|
|
|
5
|
Red Door Wealth Management
Memphis,
Tennessee
|
$11.5M
|
-$15.1K
|
-570
|
-0.1%
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$11.3M
|
–
|
–
|
–
|
|
|
7
|
Summit Wealth Group
White River Junction,
Vermont
|
$11.1M
|
+$7.69K
|
+290
|
+0.1%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$11.1M
|
–
|
–
|
–
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$8.54M
|
–
|
–
|
–
|
|
|
10
|
Permanens Capital
New York
|
$5.64M
|
+$2.34M
|
+88,252
|
+75%
|
|
|
11
|
Advisor OS
Chicago,
Illinois
|
$4.68M
|
-$942K
|
-35,525
|
-17%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.39M
|
+$161K
|
+6,054
|
+4%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$3.73M
|
+$3.61M
|
+136,172
|
New
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.85M
|
+$2.76M
|
+104,150
|
New
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$2.65M
|
-$2.07M
|
-78,186
|
-45%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$2.46M
|
–
|
–
|
–
|
|
|
17
|
|
$1.4M
|
+$1.36M
|
+51,303
|
New
|
|
|
18
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.3M
|
+$1.26M
|
+47,528
|
New
|
|
|
19
|
Bison Wealth
Atlanta,
Georgia
|
$1.06M
|
+$790K
|
+29,784
|
+337%
|
|
|
20
|
Lazard Asset Management
New York
|
$825K
|
+$800K
|
+30,145
|
New
|
|
|
21
|
Klingenstein Fields & Co
New York
|
$629K
|
+$248K
|
+9,357
|
+69%
|
|
|
22
|
Neuberger Berman Group
New York
|
$511K
|
+$495K
|
+18,663
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$496K
|
+$480K
|
+18,111
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$356K
|
+$345K
|
+13,021
|
New
|
|
|
25
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$353K
|
-$52.3K
|
-1,972
|
-13%
|
|
