|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$299M
|
-$292M
|
-4,020,237
|
-49%
|
|
|
2
|
|
$173M
|
-$286M
|
-3,947,045
|
-61%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$138M
|
-$173M
|
-2,380,758
|
-55%
|
|
|
4
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$75.2M
|
-$10.3M
|
-142,595
|
-12%
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$14.7M
|
-$127M
|
-1,753,160
|
-89%
|
|
|
6
|
Unique Wealth
Clearwater,
Florida
|
$12.1M
|
-$9.53M
|
-131,304
|
-44%
|
|
|
7
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$9.68M
|
-$9.85M
|
-135,690
|
-50%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$8.76M
|
-$380K
|
-5,231
|
-4%
|
|
|
9
|
Storen Legacy Partners
Zionsville,
Indiana
|
$6.4M
|
+$6.53M
|
+90,033
|
New
|
|
|
10
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.86M
|
-$2.26M
|
-31,080
|
-31%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.28M
|
-$28.7K
|
-395
|
-1%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.83M
|
-$41.2K
|
-568
|
-2%
|
|
|
13
|
Platform Technology Partners
New York
|
$1.75M
|
-$113K
|
-1,560
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
+$217K
|
+2,984
|
+19%
|
|
|
15
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.24M
|
+$5.44K
|
+75
|
+0.4%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.22M
|
+$1.24M
|
+17,122
|
New
|
|
|
17
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.22M
|
+$1.24M
|
+17,123
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
-$55.6K
|
-766
|
-4%
|
|
|
19
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.08M
|
-$9.72K
|
-134
|
-0.9%
|
|
|
20
|
PUREfi Wealth
Boston,
Massachusetts
|
$893K
|
-$420K
|
-5,791
|
-32%
|
|
|
21
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$829K
|
-$601K
|
-8,282
|
-42%
|
|
|
22
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$817K
|
-$2.43M
|
-33,477
|
-74%
|
|
|
23
|
|
$776K
|
+$792K
|
+10,909
|
New
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$606K
|
+$21.8K
|
+301
|
+4%
|
|
|
25
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$596K
|
-$1.97M
|
-27,184
|
-76%
|
|
