|
1
|
|
$74.2M
|
+$8.72M
|
+277,775
|
+13%
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$62.3M
|
+$8.05M
|
+256,519
|
+14%
|
|
|
3
|
Unique Wealth
Clearwater,
Florida
|
$5.9M
|
+$696K
|
+22,155
|
+13%
|
|
|
4
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$4.61M
|
+$222K
|
+7,062
|
+5%
|
|
|
5
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$3.46M
|
-$70.7M
|
-2,251,092
|
-95%
|
|
|
6
|
Storen Legacy Partners
Zionsville,
Indiana
|
$3.15M
|
+$418K
|
+13,308
|
+15%
|
|
|
7
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$3.09M
|
+$937K
|
+29,859
|
+41%
|
|
|
8
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.14M
|
+$30.1K
|
+960
|
+1%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.32M
|
+$109K
|
+3,461
|
+9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$679K
|
+$708K
|
+22,550
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$620K
|
+$67.2K
|
+2,140
|
+12%
|
|
|
12
|
|
$476K
|
+$497K
|
+15,815
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$437K
|
+$456K
|
+14,531
|
New
|
|
|
14
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$361K
|
+$52.4K
|
+1,670
|
+16%
|
|
|
15
|
PUREfi Wealth
Boston,
Massachusetts
|
$292K
|
-$10.8K
|
-344
|
-3%
|
|
|
16
|
Quotient Wealth Partners
Dallas,
Texas
|
$280K
|
+$29.8K
|
+950
|
+11%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$222K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$62.1K
|
+$64.8K
|
+2,065
|
New
|
|
|
19
|
|
$19.1K
|
–
|
–
|
–
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$1.14K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1.09K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$600K
|
-19,206
|
Closed
|
|
|
23
|
TritonPoint Partners
Chevy Chase,
Maryland
|
–
|
-$251K
|
-8,050
|
Closed
|
|
