|
1
|
Summit Trail Advisors
New York
|
$168M
|
+$162M
|
+2,195,405
|
New
|
|
|
2
|
Rock Creek Group
Washington,
District of Columbia
|
$83.2M
|
+$80.3M
|
+1,086,164
|
New
|
|
|
3
|
|
$19.7M
|
+$17.3M
|
+234,323
|
+1,008%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$14.8M
|
-$716K
|
-9,686
|
-5%
|
|
|
5
|
Proficio Capital Partners
Newton,
Massachusetts
|
$13.2M
|
+$12.8M
|
+172,565
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
+$10.3M
|
+139,625
|
+1,319%
|
|
|
7
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11.4M
|
+$11M
|
+149,417
|
New
|
|
|
8
|
Inlight Wealth Management
Atlanta,
Georgia
|
$10.9M
|
+$10.5M
|
+142,544
|
New
|
|
|
9
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.88M
|
+$7.61M
|
+102,965
|
New
|
|
|
10
|
|
$7.23M
|
+$6.99M
|
+94,468
|
New
|
|
|
11
|
Plum Street Advisors
New Orleans,
Louisiana
|
$6.21M
|
+$374K
|
+5,055
|
+7%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.19M
|
+$5.01M
|
+67,813
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5M
|
+$4.65M
|
+62,896
|
+2,671%
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.07M
|
+$3.93M
|
+53,183
|
New
|
|
|
15
|
Bulltick Wealth Management
Miami,
Florida
|
$3.6M
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.55M
|
+$1.97M
|
+26,679
|
+135%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.17M
|
+$1.84M
|
+24,851
|
+151%
|
|
|
18
|
Retireful LLC
Haslett,
Michigan
|
$2.64M
|
+$2.55M
|
+34,437
|
New
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$2.16M
|
+$2.17M
|
+29,316
|
New
|
|
|
20
|
New Capital Management
Houston,
Texas
|
$2.07M
|
+$2M
|
+27,097
|
New
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$1.95M
|
+$1.88M
|
+25,420
|
New
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$1.65M
|
+$577K
|
+7,806
|
+57%
|
|
|
23
|
DF Dent & Co
Baltimore,
Maryland
|
$1.56M
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
+$1.33M
|
+18,022
|
New
|
|
|
25
|
The Family Firm
Bethesda,
Maryland
|
$1.31M
|
-$1.03K
|
-14
|
-0.1%
|
|
