|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$364M
|
+$3.65M
|
+45,726
|
+1%
|
|
|
2
|
|
$212M
|
+$17K
|
+213
|
+0%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$170M
|
+$3.18M
|
+39,777
|
+2%
|
|
|
4
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$94.9M
|
+$3.83M
|
+48,010
|
+5%
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$17.1M
|
-$549K
|
-6,871
|
-3%
|
|
|
6
|
Unique Wealth
Clearwater,
Florida
|
$14.9M
|
+$333K
|
+4,172
|
+2%
|
|
|
7
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$11.3M
|
-$347K
|
-4,344
|
-3%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$10.2M
|
-$308K
|
-3,852
|
-3%
|
|
|
9
|
Storen Legacy Partners
Zionsville,
Indiana
|
$7.76M
|
+$26.1K
|
+327
|
+0.4%
|
|
|
10
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.86M
|
-$930K
|
-11,653
|
-17%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.69M
|
-$53.2K
|
-667
|
-2%
|
|
|
12
|
|
$2.21M
|
+$1.93M
|
+24,118
|
+1,463%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$2.19M
|
-$15.1K
|
-189
|
-0.7%
|
|
|
14
|
Platform Technology Partners
New York
|
$2M
|
-$107K
|
-1,337
|
-5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.62M
|
+$20.5K
|
+257
|
+1%
|
|
|
16
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.47M
|
+$1.04K
|
+13
|
+0.1%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.47M
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.41M
|
+$8.62K
|
+108
|
+0.7%
|
|
|
19
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.3M
|
–
|
–
|
–
|
|
|
20
|
PUREfi Wealth
Boston,
Massachusetts
|
$1.19M
|
+$103K
|
+1,287
|
+10%
|
|
|
21
|
GTS Securities
Miami,
Florida
|
$1.09M
|
+$1.01M
|
+12,639
|
New
|
|
|
22
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.06M
|
+$54.8K
|
+687
|
+6%
|
|
|
23
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$888K
|
-$91.4K
|
-1,145
|
-10%
|
|
|
24
|
Traveka Wealth
Los Altos,
California
|
$621K
|
+$21.5K
|
+269
|
+4%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$607K
|
+$1.12K
|
+14
|
+0.2%
|
|
