|
1
|
Requisite Capital Management
Dallas,
Texas
|
$26.9M
|
+$7.55M
|
+265,077
|
+43%
|
|
|
2
|
BT Wealth Management
Atlanta,
Georgia
|
$13M
|
+$12.1M
|
+425,842
|
New
|
|
|
3
|
Capital Planning Advisors
Roseville,
California
|
$11.3M
|
+$10.5M
|
+367,656
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$1.36M
|
+47,596
|
+31,731%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.13M
|
+$1.05M
|
+36,829
|
New
|
|
|
6
|
Avidian Wealth Enterprises
Houston,
Texas
|
$653K
|
+$607K
|
+21,314
|
New
|
|
|
7
|
|
$538K
|
+$500K
|
+17,565
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$519K
|
+$482K
|
+16,929
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$460K
|
+$34.9K
|
+1,224
|
+9%
|
|
|
10
|
XML Financial
Bethesda,
Maryland
|
$455K
|
+$423K
|
+14,859
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$448K
|
+$416K
|
+14,614
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$437K
|
+$407K
|
+14,278
|
New
|
|
|
13
|
CIBC World Market
Toronto,
Ontario, Canada
|
$415K
|
+$386K
|
+13,559
|
New
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$298K
|
+$277K
|
+9,733
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$298K
|
+$277K
|
+9,733
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$46K
|
+$19.6K
|
+689
|
+84%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$23K
|
+$21.4K
|
+750
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8K
|
-305
|
Closed
|
|
