|
1
|
Brown Advisory
Baltimore,
Maryland
|
$141M
|
+$61.2M
|
+2,003,795
|
+80%
|
|
|
2
|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
$132M
|
+$25.1M
|
+821,687
|
+24%
|
|
|
3
|
Cresset Asset Management
Chicago,
Illinois
|
$118M
|
+$1.69M
|
+55,310
|
+1%
|
|
|
4
|
Sendero Wealth Management
San Antonio,
Texas
|
$57.1M
|
+$7.12M
|
+233,229
|
+15%
|
|
|
5
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$44.1M
|
+$12.8M
|
+420,230
|
+42%
|
|
|
6
|
|
$39.6M
|
+$3.46M
|
+113,260
|
+10%
|
|
|
7
|
Brown Brothers Harriman & Co
New York
|
$33.3M
|
+$20.2M
|
+661,821
|
+165%
|
|
|
8
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$31.6M
|
-$251K
|
-8,203
|
-0.8%
|
|
|
9
|
Red Door Wealth Management
Memphis,
Tennessee
|
$29.1M
|
+$12.9M
|
+420,762
|
+83%
|
|
|
10
|
Commerce Bank
Kansas City,
Missouri
|
$24.5M
|
–
|
–
|
–
|
|
|
11
|
Permanens Capital
New York
|
$23.9M
|
+$121K
|
+3,947
|
+0.5%
|
|
|
12
|
Ehrenkranz Partners
New York
|
$23.3M
|
+$22.7M
|
+744,416
|
New
|
|
|
13
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$20.1M
|
–
|
–
|
–
|
|
|
14
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$18M
|
+$56.4K
|
+1,845
|
+0.3%
|
|
|
15
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$17M
|
+$1.99M
|
+65,250
|
+14%
|
|
|
16
|
Citizens Financial Group
Providence,
Rhode Island
|
$16.9M
|
+$16.5M
|
+540,739
|
New
|
|
|
17
|
Sentinel Trust
Houston,
Texas
|
$15.4M
|
–
|
–
|
–
|
|
|
18
|
Summit Wealth Group
White River Junction,
Vermont
|
$11.4M
|
+$122
|
+4
|
+0%
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$11.4M
|
–
|
–
|
–
|
|
|
20
|
Prodigy Asset Management
Omaha,
Nebraska
|
$9.97M
|
–
|
–
|
–
|
|
|
21
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$9.75M
|
–
|
–
|
–
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.59M
|
+$1.83M
|
+59,891
|
+50%
|
|
|
23
|
Wealthstream Advisors
New York
|
$5.5M
|
–
|
–
|
–
|
|
|
24
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$5.3M
|
+$5.18M
|
+169,543
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$5.26M
|
+$1.07K
|
+35
|
+0%
|
|
