|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$226M
|
+$218M
|
+3,726,953
|
New
|
|
|
2
|
|
$182M
|
+$38.6M
|
+659,065
|
+28%
|
|
|
3
|
Quotient Wealth Partners
Dallas,
Texas
|
$171M
|
+$30.1M
|
+513,694
|
+22%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.9M
|
-$6.31M
|
-107,689
|
-9%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$12.2M
|
+$135K
|
+2,303
|
+1%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$6.48M
|
-$2.16M
|
-36,910
|
-26%
|
|
|
7
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.61M
|
+$1.52M
|
+25,947
|
+52%
|
|
|
8
|
Donoghue Forlines
Boston,
Massachusetts
|
$3.89M
|
-$1.34M
|
-22,959
|
-26%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.65M
|
-$1.21M
|
-20,594
|
-26%
|
|
|
10
|
Signify Wealth
Saint Louis,
Missouri
|
$3.18M
|
+$368K
|
+6,279
|
+14%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.98M
|
-$121K
|
-2,067
|
-4%
|
|
|
12
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.61M
|
-$20K
|
-342
|
-1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.34M
|
+$16.1K
|
+274
|
+1%
|
|
|
14
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.27M
|
-$27.8K
|
-474
|
-2%
|
|
|
15
|
Smart Money Group
Eastland,
Texas
|
$1.14M
|
-$9.55K
|
-163
|
-0.8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$969K
|
-$77.6K
|
-1,325
|
-8%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$937K
|
-$16.8K
|
-287
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$855K
|
-$205K
|
-3,506
|
-20%
|
|
|
19
|
Howard Capital Management
Roswell,
Georgia
|
$812K
|
+$784K
|
+13,376
|
New
|
|
|
20
|
SeaCrest Wealth Management
Purchase,
New York
|
$709K
|
-$12.3K
|
-210
|
-2%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$662K
|
+$639K
|
+10,902
|
New
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$658K
|
-$228K
|
-3,891
|
-26%
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$592K
|
+$571K
|
+9,745
|
New
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$572K
|
-$137K
|
-2,338
|
-20%
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
$558K
|
–
|
–
|
–
|
|
