|
1
|
|
$499M
|
+$16.7M
|
+251,251
|
+4%
|
|
|
2
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$469M
|
-$6.29M
|
-94,766
|
-1%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$248M
|
+$13.3M
|
+201,153
|
+6%
|
|
|
4
|
Quotient Wealth Partners
Dallas,
Texas
|
$219M
|
+$2.29M
|
+34,499
|
+1%
|
|
|
5
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$41.8M
|
+$39.1M
|
+590,244
|
New
|
|
|
6
|
Unique Wealth
Clearwater,
Florida
|
$19.2M
|
+$4.88M
|
+73,567
|
+37%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$11.3M
|
-$883K
|
-13,318
|
-8%
|
|
|
8
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$7.06M
|
+$421K
|
+6,349
|
+7%
|
|
|
9
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$4.6M
|
+$176K
|
+2,660
|
+4%
|
|
|
10
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$4.44M
|
-$78.1K
|
-1,178
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.18M
|
+$251K
|
+3,787
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$99.3K
|
+1,497
|
+5%
|
|
|
13
|
Platform Technology Partners
New York
|
$1.87M
|
-$81.8K
|
-1,234
|
-4%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$1.54M
|
+$11.1K
|
+167
|
+0.8%
|
|
|
15
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.46M
|
+$1.99K
|
+30
|
+0.1%
|
|
|
16
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.45M
|
-$37.1K
|
-560
|
-3%
|
|
|
17
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.38M
|
+$12.1K
|
+183
|
+0.9%
|
|
|
18
|
PUREfi Wealth
Boston,
Massachusetts
|
$1.28M
|
+$596K
|
+8,993
|
+99%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.22M
|
+$149K
|
+2,252
|
+15%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$873K
|
+$35.3K
|
+532
|
+5%
|
|
|
21
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$690K
|
–
|
–
|
–
|
|
|
22
|
Two Sigma Investments
New York
|
$594K
|
+$557K
|
+8,400
|
New
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$570K
|
-$7.83K
|
-118
|
-1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$531K
|
-$161K
|
-2,433
|
-24%
|
|
|
25
|
MBL Wealth
Charlotte,
North Carolina
|
$511K
|
-$1.66K
|
-25
|
-0.3%
|
|
