|
1
|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
$40.2M
|
+$41.2M
|
+1,435,235
|
New
|
|
|
2
|
Sendero Wealth Management
San Antonio,
Texas
|
$32.5M
|
+$14.3M
|
+497,102
|
+75%
|
|
|
3
|
Brown Advisory
Baltimore,
Maryland
|
$26.7M
|
+$16.1M
|
+559,577
|
+143%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$21.9M
|
–
|
–
|
–
|
|
|
5
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$18M
|
–
|
–
|
–
|
|
|
6
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$16.8M
|
+$16.8M
|
+585,310
|
+4,534%
|
|
|
7
|
Permanens Capital
New York
|
$13.9M
|
+$7.12M
|
+247,597
|
+99%
|
|
|
8
|
Sentinel Trust
Houston,
Texas
|
$13.8M
|
–
|
–
|
–
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13.6M
|
+$7.46M
|
+259,646
|
+114%
|
|
|
10
|
Red Door Wealth Management
Memphis,
Tennessee
|
$12.8M
|
+$675K
|
+23,472
|
+5%
|
|
|
11
|
|
$12.6M
|
+$11.9M
|
+412,648
|
+1,080%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.4M
|
–
|
–
|
–
|
|
|
13
|
Summit Wealth Group
White River Junction,
Vermont
|
$10.3M
|
+$29
|
+1
|
+0%
|
|
|
14
|
UMB Bank
Kansas City,
Missouri
|
$10.2M
|
–
|
–
|
–
|
|
|
15
|
Prodigy Asset Management
Omaha,
Nebraska
|
$8.93M
|
+$14.7K
|
+512
|
+0.2%
|
|
|
16
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$8.74M
|
–
|
–
|
–
|
|
|
17
|
Lazard Asset Management
New York
|
$6.36M
|
+$4.83M
|
+168,172
|
+286%
|
|
|
18
|
Wealthstream Advisors
New York
|
$5.38M
|
-$199K
|
-6,917
|
-3%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$5.31M
|
-$71.6K
|
-2,493
|
-1%
|
|
|
20
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.89M
|
-$41.4K
|
-1,440
|
-1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.66M
|
+$2.7M
|
+93,865
|
+256%
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.03M
|
+$1.64M
|
+56,997
|
+112%
|
|
|
23
|
Advisor OS
Chicago,
Illinois
|
$2.83M
|
-$307K
|
-10,677
|
-10%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$1.95M
|
–
|
–
|
–
|
|
|
25
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.68M
|
+$265K
|
+9,219
|
+18%
|
|
