|
1
|
Rock Creek Group
Washington,
District of Columbia
|
$82.1M
|
+$1.29M
|
+17,063
|
+2%
|
|
|
2
|
Summit Trail Advisors
New York
|
$74.1M
|
-$5.22M
|
-69,142
|
-6%
|
|
|
3
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$70.5M
|
-$4.55M
|
-60,278
|
-6%
|
|
|
4
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$34.2M
|
+$34.8M
|
+460,975
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.8M
|
-$648K
|
-8,580
|
-2%
|
|
|
6
|
Inlight Wealth Management
Atlanta,
Georgia
|
$24.7M
|
+$1.25M
|
+16,576
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
+$13.8M
|
+182,588
|
+192%
|
|
|
8
|
|
$20.4M
|
-$1.26M
|
-16,660
|
-6%
|
|
|
9
|
CIBC Bancorp USA
Chicago,
Illinois
|
$18M
|
+$18.5M
|
+244,700
|
New
|
|
|
10
|
Cascade Financial Partners
San Diego,
California
|
$14.9M
|
+$4.69M
|
+62,150
|
+45%
|
|
|
11
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13.5M
|
-$473K
|
-6,262
|
-3%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$8.76M
|
+$8.91M
|
+118,045
|
New
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.4M
|
+$2.19M
|
+29,058
|
+35%
|
|
|
14
|
Plum Street Advisors
New Orleans,
Louisiana
|
$7.41M
|
+$637K
|
+8,434
|
+9%
|
|
|
15
|
|
$7.31M
|
+$5.9M
|
+78,156
|
+383%
|
|
|
16
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5.44M
|
+$5.49M
|
+72,685
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$5.3M
|
+$93.3K
|
+1,236
|
+2%
|
|
|
18
|
Cresset Asset Management
Chicago,
Illinois
|
$4.92M
|
+$1M
|
+13,250
|
+25%
|
|
|
19
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.64M
|
-$259K
|
-3,433
|
-5%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.47M
|
+$3.1M
|
+41,053
|
+214%
|
|
|
21
|
Mayport LLC
Newton,
Massachusetts
|
$4.44M
|
–
|
–
|
–
|
|
|
22
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.1M
|
+$4.17M
|
+55,214
|
New
|
|
|
23
|
Bulltick Wealth Management
Miami,
Florida
|
$3.82M
|
+$487K
|
+6,449
|
+14%
|
|
|
24
|
New Capital Management
Houston,
Texas
|
$3.73M
|
+$1.26M
|
+16,723
|
+50%
|
|
|
25
|
Fonville Wealth Management
Richmond,
Virginia
|
$3.38M
|
+$738K
|
+9,771
|
+27%
|
|
