|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$587M
|
+$17.7M
|
+247,400
|
+3%
|
|
|
2
|
|
$461M
|
-$68.4M
|
-954,850
|
-13%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$269M
|
+$3.56M
|
+49,696
|
+1%
|
|
|
4
|
Quotient Wealth Partners
Dallas,
Texas
|
$140M
|
-$86.2M
|
-1,204,379
|
-38%
|
|
|
5
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$85.6M
|
+$85.9M
|
+1,199,372
|
New
|
|
|
6
|
Unique Wealth
Clearwater,
Florida
|
$21.5M
|
-$1.21M
|
-16,872
|
-5%
|
|
|
7
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$19.4M
|
+$19.5M
|
+271,738
|
New
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$9.16M
|
-$1.09M
|
-15,235
|
-11%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$7.09M
|
-$313K
|
-4,373
|
-4%
|
|
|
10
|
Two Sigma Investments
New York
|
$3.69M
|
+$3.02M
|
+42,200
|
+444%
|
|
|
11
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$3.21M
|
-$1.52M
|
-21,291
|
-32%
|
|
|
12
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$2.54M
|
+$2.55M
|
+35,556
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.31M
|
-$129K
|
-1,803
|
-5%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$1.87M
|
+$310K
|
+4,334
|
+20%
|
|
|
15
|
Platform Technology Partners
New York
|
$1.87M
|
-$7.95K
|
-111
|
-0.4%
|
|
|
16
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.42M
|
-$3.29K
|
-46
|
-0.2%
|
|
|
17
|
PUREfi Wealth
Boston,
Massachusetts
|
$1.31M
|
-$68K
|
-950
|
-5%
|
|
|
18
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.24M
|
-$211K
|
-2,941
|
-14%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.22M
|
-$43.2K
|
-603
|
-3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
+$241K
|
+3,365
|
+27%
|
|
|
21
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.09M
|
-$81.6K
|
-1,140
|
-7%
|
|
|
22
|
Traveka Wealth
Los Altos,
California
|
$964K
|
+$454K
|
+6,342
|
+88%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$828K
|
+$831K
|
+11,604
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$792K
|
+$794K
|
+11,091
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$586K
|
+$10.5K
|
+147
|
+2%
|
|
