|
1
|
Brown Advisory
Baltimore,
Maryland
|
$220M
|
+$72.2M
|
+2,268,844
|
+50%
|
|
|
2
|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
$138M
|
–
|
–
|
–
|
|
|
3
|
Cresset Asset Management
Chicago,
Illinois
|
$123M
|
+$642K
|
+20,166
|
+0.5%
|
|
|
4
|
Brown Brothers Harriman & Co
New York
|
$77.8M
|
+$42.4M
|
+1,332,500
|
+125%
|
|
|
5
|
Sendero Wealth Management
San Antonio,
Texas
|
$76.3M
|
+$16.6M
|
+522,252
|
+29%
|
|
|
6
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$56.8M
|
+$55.8M
|
+1,751,300
|
New
|
|
|
7
|
|
$44.6M
|
+$3.37M
|
+105,689
|
+8%
|
|
|
8
|
Lazard Asset Management
New York
|
$36.7M
|
+$10.8M
|
+340,064
|
+43%
|
|
|
9
|
Red Door Wealth Management
Memphis,
Tennessee
|
$34.6M
|
+$4.3M
|
+135,157
|
+15%
|
|
|
10
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$32.8M
|
–
|
–
|
–
|
|
|
11
|
Permanens Capital
New York
|
$26M
|
+$1.17M
|
+36,647
|
+5%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$25.4M
|
–
|
–
|
–
|
|
|
13
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$21M
|
+$112K
|
+3,531
|
+0.5%
|
|
|
14
|
Citizens Financial Group
Providence,
Rhode Island
|
$19.9M
|
+$2.29M
|
+71,957
|
+13%
|
|
|
15
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$18.5M
|
-$187K
|
-5,875
|
-1%
|
|
|
16
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$17.7M
|
–
|
–
|
–
|
|
|
17
|
Sentinel Trust
Houston,
Texas
|
$16M
|
–
|
–
|
–
|
|
|
18
|
Summit Wealth Group
White River Junction,
Vermont
|
$11.9M
|
–
|
–
|
–
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$11.9M
|
–
|
–
|
–
|
|
|
20
|
Greenspring Advisors
Towson,
Maryland
|
$11.4M
|
+$11.2M
|
+351,668
|
New
|
|
|
21
|
Prodigy Asset Management
Omaha,
Nebraska
|
$10.4M
|
+$55.6K
|
+1,745
|
+0.5%
|
|
|
22
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$10.3M
|
+$207K
|
+6,510
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$9.49M
|
+$4.08M
|
+128,108
|
+78%
|
|
|
24
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$6.95M
|
+$1.42M
|
+44,513
|
+26%
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$6.56M
|
+$744K
|
+23,356
|
+13%
|
|
