|
1
|
Commerce Bank
Kansas City,
Missouri
|
$21.8M
|
–
|
–
|
–
|
|
|
2
|
Sendero Wealth Management
San Antonio,
Texas
|
$18.5M
|
+$5.26M
|
+186,835
|
+39%
|
|
|
3
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$17.9M
|
-$18.8K
|
-669
|
-0.1%
|
|
|
4
|
Sentinel Trust
Houston,
Texas
|
$13.8M
|
–
|
–
|
–
|
|
|
5
|
Red Door Wealth Management
Memphis,
Tennessee
|
$12.1M
|
+$302K
|
+10,709
|
+3%
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$11.7M
|
–
|
–
|
–
|
|
|
7
|
Brown Advisory
Baltimore,
Maryland
|
$10.9M
|
+$7.22M
|
+256,421
|
+188%
|
|
|
8
|
Summit Wealth Group
White River Junction,
Vermont
|
$10.2M
|
-$1.15M
|
-40,720
|
-10%
|
|
|
9
|
UMB Bank
Kansas City,
Missouri
|
$10.2M
|
-$1.15M
|
-40,755
|
-10%
|
|
|
10
|
Prodigy Asset Management
Omaha,
Nebraska
|
$8.87M
|
+$8.97M
|
+318,377
|
New
|
|
|
11
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$8.69M
|
–
|
–
|
–
|
|
|
12
|
Permanens Capital
New York
|
$6.95M
|
+$1.22M
|
+43,376
|
+21%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$6.34M
|
+$3.48M
|
+123,407
|
+118%
|
|
|
14
|
Wealthstream Advisors
New York
|
$5.54M
|
+$5.6M
|
+198,935
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.35M
|
+$882K
|
+31,328
|
+19%
|
|
|
16
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.91M
|
+$3.95M
|
+140,440
|
New
|
|
|
17
|
Advisor OS
Chicago,
Illinois
|
$3.11M
|
-$1.67M
|
-59,184
|
-35%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$1.94M
|
-$767K
|
-27,252
|
-28%
|
|
|
19
|
Lazard Asset Management
New York
|
$1.64M
|
+$809K
|
+28,730
|
+95%
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.42M
|
+$99.8K
|
+3,544
|
+7%
|
|
|
21
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.42M
|
+$1.43M
|
+50,894
|
New
|
|
|
22
|
Flow Traders U.S.
New York
|
$1.19M
|
+$973K
|
+34,535
|
+429%
|
|
|
23
|
|
$1.06M
|
+$1.08M
|
+38,210
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$522K
|
+18,521
|
+102%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$776K
|
-$1.74M
|
-61,956
|
-69%
|
|
