|
1
|
|
$435M
|
+$30.9M
|
+458,616
|
+7%
|
|
|
2
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$430M
|
-$20.8M
|
-308,593
|
-4%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$211M
|
+$18.8M
|
+279,254
|
+9%
|
|
|
4
|
Quotient Wealth Partners
Dallas,
Texas
|
$196M
|
+$2.59M
|
+38,372
|
+1%
|
|
|
5
|
Unique Wealth
Clearwater,
Florida
|
$12.6M
|
+$6.2M
|
+91,971
|
+87%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$11.1M
|
-$601K
|
-8,924
|
-5%
|
|
|
7
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.97M
|
+$244K
|
+3,614
|
+4%
|
|
|
8
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$4.09M
|
-$96.2K
|
-1,427
|
-2%
|
|
|
9
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$3.99M
|
+$294K
|
+4,366
|
+8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53M
|
-$51.4M
|
-762,749
|
-93%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.99M
|
-$39.1K
|
-580
|
-2%
|
|
|
12
|
Platform Technology Partners
New York
|
$1.77M
|
-$105K
|
-1,557
|
-5%
|
|
|
13
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.75M
|
+$1.85M
|
+27,434
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.61M
|
+$1.7M
|
+25,176
|
New
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$1.38M
|
+$14.8K
|
+219
|
+1%
|
|
|
16
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.35M
|
-$38.3K
|
-568
|
-3%
|
|
|
17
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.32M
|
+$3.03K
|
+45
|
+0.2%
|
|
|
18
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.23M
|
+$67.1K
|
+996
|
+5%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$960K
|
+$299K
|
+4,432
|
+42%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$803K
|
+$847K
|
+12,563
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$754K
|
-$19.4K
|
-288
|
-2%
|
|
|
22
|
GTS Securities
Miami,
Florida
|
$686K
|
-$1.65M
|
-24,513
|
-70%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$635K
|
-$131K
|
-1,943
|
-16%
|
|
|
24
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$623K
|
–
|
–
|
–
|
|
|
25
|
PUREfi Wealth
Boston,
Massachusetts
|
$578K
|
+$64.9K
|
+963
|
+12%
|
|
