|
1
|
Summitry LLC
Foster City,
California
|
$24.5M
|
+$24.3M
|
+960,594
|
New
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$22.6M
|
+$22.4M
|
+886,173
|
New
|
|
|
3
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.11M
|
+$3.08M
|
+121,970
|
New
|
|
|
4
|
|
$1.28M
|
–
|
–
|
–
|
|
|
5
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.16M
|
+$1.15M
|
+45,434
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.15M
|
+$1.13M
|
+44,922
|
New
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
+$1.02M
|
+40,506
|
New
|
|
|
8
|
Probity Advisors
Dallas,
Texas
|
$955K
|
+$945K
|
+37,406
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$823K
|
+$306K
|
+12,119
|
+60%
|
|
|
10
|
Flow Traders U.S.
New York
|
$603K
|
+$596K
|
+23,613
|
New
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$411K
|
+$407K
|
+16,102
|
New
|
|
|
12
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$393K
|
+$389K
|
+15,407
|
New
|
|
|
13
|
|
$385K
|
+$381K
|
+15,078
|
New
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$300K
|
+$15.9K
|
+631
|
+6%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$144K
|
+$143K
|
+5,650
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123K
|
+$121K
|
+4,801
|
New
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$111K
|
+$110K
|
+4,360
|
New
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$37.8K
|
+$37.4K
|
+1,481
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$6.13K
|
+$6.06K
|
+240
|
New
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$43K
|
-1,684
|
Closed
|
|
