|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$112M
|
+$105M
|
+3,722,566
|
New
|
|
|
2
|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
$103M
|
+$55.8M
|
+1,981,170
|
+138%
|
|
|
3
|
Brown Advisory
Baltimore,
Maryland
|
$75.4M
|
+$43.6M
|
+1,547,799
|
+163%
|
|
|
4
|
Sendero Wealth Management
San Antonio,
Texas
|
$48.1M
|
+$12.2M
|
+432,372
|
+37%
|
|
|
5
|
|
$34.8M
|
+$19.8M
|
+703,694
|
+156%
|
|
|
6
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$30.7M
|
+$28.7M
|
+1,017,763
|
New
|
|
|
7
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$29.9M
|
+$27.9M
|
+991,058
|
New
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$23.6M
|
–
|
–
|
–
|
|
|
9
|
Permanens Capital
New York
|
$22.9M
|
+$7.4M
|
+262,797
|
+53%
|
|
|
10
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$19.4M
|
–
|
–
|
–
|
|
|
11
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$17.3M
|
-$658K
|
-23,374
|
-4%
|
|
|
12
|
Lazard Asset Management
New York
|
$16.3M
|
+$8.79M
|
+312,291
|
+138%
|
|
|
13
|
Red Door Wealth Management
Memphis,
Tennessee
|
$15.4M
|
+$1.5M
|
+53,351
|
+12%
|
|
|
14
|
Sentinel Trust
Houston,
Texas
|
$14.9M
|
–
|
–
|
–
|
|
|
15
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$14.5M
|
+$13.5M
|
+479,808
|
New
|
|
|
16
|
Brown Brothers Harriman & Co
New York
|
$12.1M
|
+$11.3M
|
+401,880
|
New
|
|
|
17
|
Summit Wealth Group
White River Junction,
Vermont
|
$11M
|
–
|
–
|
–
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$11M
|
–
|
–
|
–
|
|
|
19
|
Prodigy Asset Management
Omaha,
Nebraska
|
$9.62M
|
–
|
–
|
–
|
|
|
20
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$9.42M
|
–
|
–
|
–
|
|
|
21
|
Wealthstream Advisors
New York
|
$5.31M
|
-$456K
|
-16,184
|
-8%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$5.07M
|
-$602K
|
-21,393
|
-11%
|
|
|
23
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$4.2M
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.11M
|
+$164K
|
+5,828
|
+4%
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.59M
|
+$306K
|
+10,879
|
+10%
|
|
