|
1
|
Summit Trail Advisors
New York
|
$179M
|
+$11.9M
|
+156,661
|
+7%
|
|
|
2
|
Rock Creek Group
Washington,
District of Columbia
|
$88.9M
|
+$6.08M
|
+80,173
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.1M
|
+$15.6M
|
+205,530
|
+137%
|
|
|
4
|
|
$26.8M
|
+$7.2M
|
+94,890
|
+37%
|
|
|
5
|
Proficio Capital Partners
Newton,
Massachusetts
|
$24.3M
|
+$11.2M
|
+147,066
|
+85%
|
|
|
6
|
Inlight Wealth Management
Atlanta,
Georgia
|
$14.9M
|
+$4.07M
|
+53,649
|
+38%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$14.3M
|
-$360K
|
-4,750
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$6.23M
|
+82,203
|
+126%
|
|
|
9
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$9.27M
|
-$2.1M
|
-27,670
|
-19%
|
|
|
10
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$8.23M
|
+$385K
|
+5,081
|
+5%
|
|
|
11
|
Plum Street Advisors
New Orleans,
Louisiana
|
$6.35M
|
+$170K
|
+2,245
|
+3%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.81M
|
+$5.78M
|
+76,229
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.9M
|
+$1.36M
|
+17,947
|
+39%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.52M
|
+$4.5M
|
+59,295
|
New
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.89M
|
-$164K
|
-2,158
|
-4%
|
|
|
16
|
Cascade Financial Partners
San Diego,
California
|
$3.72M
|
+$3.15M
|
+41,593
|
+575%
|
|
|
17
|
|
$3.48M
|
-$3.7M
|
-48,764
|
-52%
|
|
|
18
|
Bulltick Wealth Management
Miami,
Florida
|
$2.73M
|
-$843K
|
-11,119
|
-24%
|
|
|
19
|
New Capital Management
Houston,
Texas
|
$2.51M
|
+$448K
|
+5,903
|
+22%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$2.38M
|
+$439K
|
+5,783
|
+23%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$2.34M
|
+$108K
|
+1,421
|
+5%
|
|
|
22
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.24M
|
+$2.23M
|
+29,455
|
New
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$2.03M
|
+$2.02M
|
+26,595
|
New
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$1.77M
|
+$121K
|
+1,600
|
+7%
|
|
|
25
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.73M
|
+$1.72M
|
+22,653
|
New
|
|
