|
1
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$4.84M
|
+$3.63M
|
+175,000
|
New
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.01M
|
+$3.68M
|
+177,688
|
+1,416%
|
|
|
3
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.47M
|
+$221K
|
+10,663
|
+10%
|
|
|
4
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$1.37M
|
-$2.92M
|
-141,006
|
-68%
|
|
|
5
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$587K
|
-$5.39K
|
-260
|
-0.9%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$578K
|
+$206K
|
+9,946
|
+57%
|
|
|
7
|
DKM Wealth Management
Stockton,
California
|
$454K
|
-$85K
|
-4,100
|
-16%
|
|
|
8
|
VestGen Advisors
Inverness,
Illinois
|
$382K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$355K
|
+$76.1K
|
+3,668
|
+28%
|
|
|
10
|
Panoramic Investment Advisors
Denver,
Colorado
|
$306K
|
+$301K
|
+14,500
|
New
|
|
|
11
|
Institute for Wealth Management
Denver,
Colorado
|
$248K
|
–
|
–
|
–
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$230K
|
–
|
–
|
–
|
|
|
13
|
Tucker Asset Management
Littleton,
Colorado
|
$150K
|
–
|
–
|
–
|
|
|
14
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$58K
|
–
|
–
|
–
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$14.4K
|
+$539
|
+26
|
+4%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$686
|
+$684
|
+33
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$545K
|
-28,611
|
Closed
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$415K
|
-21,774
|
Closed
|
|
|
19
|
Hamrick Investment Counsel
Seattle,
Washington
|
–
|
-$1.9K
|
-100
|
Closed
|
|
