|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$268M
|
+$8.95M
|
+143,699
|
+4%
|
|
|
2
|
|
$215M
|
+$8.19M
|
+131,502
|
+4%
|
|
|
3
|
Quotient Wealth Partners
Dallas,
Texas
|
$197M
|
+$4.18M
|
+67,135
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.6M
|
-$6.55M
|
-105,170
|
-12%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
-$123K
|
-1,977
|
-1%
|
|
|
6
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.98M
|
-$36.9K
|
-593
|
-0.6%
|
|
|
7
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$4.32M
|
-$428K
|
-6,880
|
-9%
|
|
|
8
|
Signify Wealth
Saint Louis,
Missouri
|
$3.99M
|
+$502K
|
+8,059
|
+15%
|
|
|
9
|
Unique Wealth
Clearwater,
Florida
|
$3.85M
|
+$3.68M
|
+59,123
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.08M
|
-$339K
|
-5,444
|
-15%
|
|
|
11
|
Platform Technology Partners
New York
|
$1.95M
|
-$118K
|
-1,902
|
-6%
|
|
|
12
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.4M
|
-$150K
|
-2,408
|
-10%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.4M
|
-$25.3K
|
-407
|
-2%
|
|
|
14
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.34M
|
-$24K
|
-386
|
-2%
|
|
|
15
|
Smart Money Group
Eastland,
Texas
|
$1.16M
|
-$112K
|
-1,795
|
-9%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$828K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$824K
|
+$8.59K
|
+138
|
+1%
|
|
|
18
|
GTS Securities
Miami,
Florida
|
$737K
|
-$171K
|
-2,746
|
-20%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$712K
|
+$68.6K
|
+1,101
|
+11%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$648K
|
+$61.1K
|
+982
|
+11%
|
|
|
21
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$635K
|
–
|
–
|
–
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$599K
|
–
|
–
|
–
|
|
|
23
|
MBL Wealth
Charlotte,
North Carolina
|
$556K
|
-$18.7K
|
-300
|
-3%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$542K
|
-$37.9K
|
-609
|
-7%
|
|
|
25
|
SeaCrest Wealth Management
Purchase,
New York
|
$447K
|
-$300K
|
-4,812
|
-41%
|
|
