|
1
|
Rock Creek Group
Washington,
District of Columbia
|
$82.7M
|
+$546K
|
+7,247
|
+0.7%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$56.5M
|
+$57.3M
|
+761,074
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$56M
|
+$56.8M
|
+754,539
|
New
|
|
|
4
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$53.6M
|
-$17.2M
|
-228,566
|
-24%
|
|
|
5
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$35.4M
|
+$1.2M
|
+15,937
|
+3%
|
|
|
6
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$32.4M
|
+$32.9M
|
+436,406
|
New
|
|
|
7
|
Inlight Wealth Management
Atlanta,
Georgia
|
$25.7M
|
+$1M
|
+13,304
|
+4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
-$1.2M
|
-16,006
|
-4%
|
|
|
9
|
CIBC Bancorp USA
Chicago,
Illinois
|
$22M
|
+$3.82M
|
+50,688
|
+21%
|
|
|
10
|
Summit Trail Advisors
New York
|
$19.7M
|
-$55.2M
|
-733,748
|
-73%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$18.9M
|
+$18.6M
|
+246,696
|
+3,139%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$17.5M
|
+$8.84M
|
+117,475
|
+100%
|
|
|
13
|
Cascade Financial Partners
San Diego,
California
|
$16.9M
|
+$2.01M
|
+26,679
|
+13%
|
|
|
14
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13.5M
|
-$41.9K
|
-556
|
-0.3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$11.8M
|
+156,175
|
+1,033%
|
|
|
16
|
|
$11.6M
|
-$8.97M
|
-119,165
|
-43%
|
|
|
17
|
Plum Street Advisors
New Orleans,
Louisiana
|
$7.79M
|
+$378K
|
+5,019
|
+5%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.44M
|
-$982K
|
-13,045
|
-12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.11M
|
-$13.7M
|
-182,030
|
-66%
|
|
|
20
|
Proficio Capital Partners
Newton,
Massachusetts
|
$6.54M
|
+$1.16M
|
+15,375
|
+21%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.98M
|
+$6.07M
|
+80,595
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$5.71M
|
+$406K
|
+5,389
|
+8%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$4.93M
|
–
|
–
|
–
|
|
|
24
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.82M
|
+$177K
|
+2,346
|
+4%
|
|
|
25
|
Mayport LLC
Newton,
Massachusetts
|
$4.45M
|
–
|
–
|
–
|
|
