|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$73.9M
|
+$75.1M
|
+2,366,111
|
New
|
|
|
2
|
|
$66.5M
|
+$34.4M
|
+1,084,553
|
+98%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$56.7M
|
+$27.4M
|
+863,956
|
+91%
|
|
|
4
|
Unique Wealth
Clearwater,
Florida
|
$5.43M
|
+$3.19M
|
+100,618
|
+137%
|
|
|
5
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$4.57M
|
+$2.99M
|
+94,233
|
+181%
|
|
|
6
|
Storen Legacy Partners
Zionsville,
Indiana
|
$2.85M
|
+$2.9M
|
+91,339
|
New
|
|
|
7
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$2.28M
|
+$1.44M
|
+45,466
|
+165%
|
|
|
8
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.19M
|
+$31.7K
|
+998
|
+1%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.26M
|
+$659K
|
+20,746
|
+105%
|
|
|
10
|
|
$600K
|
+$610K
|
+19,206
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$576K
|
+$6.92K
|
+218
|
+1%
|
|
|
12
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$322K
|
+$328K
|
+10,326
|
New
|
|
|
13
|
PUREfi Wealth
Boston,
Massachusetts
|
$313K
|
+$318K
|
+10,030
|
New
|
|
|
14
|
Quotient Wealth Partners
Dallas,
Texas
|
$261K
|
+$266K
|
+8,365
|
New
|
|
|
15
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$251K
|
+$256K
|
+8,050
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$231K
|
–
|
–
|
–
|
|
|
17
|
|
$19.8K
|
–
|
–
|
–
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$1.19K
|
–
|
–
|
–
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$1.14K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$649K
|
-22,319
|
Closed
|
|
|
21
|
GTS Securities
Miami,
Florida
|
–
|
-$358K
|
-12,307
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$155K
|
-5,313
|
Closed
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$32.6K
|
-1,121
|
Closed
|
|
|
24
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
–
|
-$6.49K
|
-223
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$612
|
-21
|
Closed
|
|
