|
1
|
Rock Creek Group
Washington,
District of Columbia
|
$82M
|
-$5.76M
|
-76,362
|
-7%
|
|
|
2
|
Summit Trail Advisors
New York
|
$80.4M
|
-$96.8M
|
-1,283,542
|
-55%
|
|
|
3
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$76.1M
|
+$76.3M
|
+1,011,253
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.8M
|
+$1.02M
|
+13,469
|
+4%
|
|
|
5
|
Inlight Wealth Management
Atlanta,
Georgia
|
$23.8M
|
+$9.06M
|
+120,058
|
+61%
|
|
|
6
|
|
$21.9M
|
-$4.6M
|
-60,906
|
-17%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$14.2M
|
+$24.1K
|
+320
|
+0.2%
|
|
|
8
|
Cascade Financial Partners
San Diego,
California
|
$10.4M
|
+$6.76M
|
+89,554
|
+183%
|
|
|
9
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.56M
|
+$3.84M
|
+50,896
|
+67%
|
|
|
10
|
SB Capital Management
Encino,
California
|
$8.77M
|
+$8.79M
|
+116,555
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.17M
|
-$3.94M
|
-52,184
|
-35%
|
|
|
12
|
Plum Street Advisors
New Orleans,
Louisiana
|
$6.88M
|
+$617K
|
+8,176
|
+10%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.33M
|
+$1.88M
|
+24,867
|
+42%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.28M
|
+$441K
|
+5,844
|
+9%
|
|
|
15
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.96M
|
-$3.17M
|
-42,063
|
-39%
|
|
|
16
|
Mayport LLC
Newton,
Massachusetts
|
$4.51M
|
+$4.52M
|
+59,894
|
New
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$3.99M
|
+$2M
|
+26,500
|
+100%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.73M
|
-$106K
|
-1,403
|
-3%
|
|
|
19
|
Bulltick Wealth Management
Miami,
Florida
|
$3.39M
|
+$697K
|
+9,244
|
+26%
|
|
|
20
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.7M
|
+$1.36M
|
+18,017
|
+101%
|
|
|
21
|
New Capital Management
Houston,
Texas
|
$2.52M
|
+$39.4K
|
+522
|
+2%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$2.49M
|
+$179K
|
+2,372
|
+8%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$2.45M
|
+$99.8K
|
+1,323
|
+4%
|
|
|
24
|
|
$2.3M
|
-$1.15M
|
-15,189
|
-33%
|
|
|
25
|
|
$2.03M
|
+$2.04M
|
+27,002
|
New
|
|
