|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$574M
|
+$94.1M
|
+1,337,607
|
+20%
|
|
|
2
|
|
$533M
|
+$25.3M
|
+358,965
|
+5%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$268M
|
+$53.6M
|
+762,472
|
+22%
|
|
|
4
|
Quotient Wealth Partners
Dallas,
Texas
|
$228M
|
+$4.52M
|
+64,199
|
+2%
|
|
|
5
|
Unique Wealth
Clearwater,
Florida
|
$22.9M
|
+$3.26M
|
+46,304
|
+17%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
-$1.14M
|
-16,161
|
-10%
|
|
|
7
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$7.47M
|
+$279K
|
+3,967
|
+4%
|
|
|
8
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$4.77M
|
+$86.8K
|
+1,234
|
+2%
|
|
|
9
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$4.34M
|
-$178K
|
-2,534
|
-4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.19M
|
-$59.9K
|
-851
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$112K
|
+1,587
|
+5%
|
|
|
12
|
Platform Technology Partners
New York
|
$1.89M
|
-$12.9K
|
-183
|
-0.7%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$1.58M
|
+$13.1K
|
+186
|
+0.9%
|
|
|
14
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.46M
|
-$14.5K
|
-206
|
-1%
|
|
|
15
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.44M
|
+$34.3K
|
+487
|
+2%
|
|
|
16
|
PUREfi Wealth
Boston,
Massachusetts
|
$1.39M
|
+$87.8K
|
+1,248
|
+7%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.28M
|
+$32.5K
|
+462
|
+3%
|
|
|
18
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.18M
|
-$298K
|
-4,235
|
-21%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$883K
|
-$4.92K
|
-70
|
-0.6%
|
|
|
20
|
Two Sigma Investments
New York
|
$684K
|
+$77.4K
|
+1,100
|
+13%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$581K
|
+$1.13K
|
+16
|
+0.2%
|
|
|
22
|
Traveka Wealth
Los Altos,
California
|
$516K
|
+$504K
|
+7,168
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$507K
|
+$492
|
+7
|
+0.1%
|
|
|
24
|
MBL Wealth
Charlotte,
North Carolina
|
$498K
|
-$21.1K
|
-300
|
-4%
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
$475K
|
–
|
–
|
–
|
|
