|
1
|
|
$164M
|
+$154M
|
+3,018,219
|
+1,406%
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$119M
|
+$120M
|
+2,352,265
|
New
|
|
|
3
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$67M
|
+$67.4M
|
+1,319,741
|
New
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$59.8M
|
+$60.2M
|
+1,178,554
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
+$6.64M
|
+130,117
|
+25%
|
|
|
6
|
Weil Company
San Diego,
California
|
$32.2M
|
-$1.14M
|
-22,242
|
-3%
|
|
|
7
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$23.3M
|
+$23.4M
|
+458,527
|
New
|
|
|
8
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$14.3M
|
+$14.4M
|
+281,455
|
New
|
|
|
9
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$14.2M
|
+$319K
|
+6,251
|
+2%
|
|
|
10
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$13M
|
+$239K
|
+4,680
|
+2%
|
|
|
11
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$10.7M
|
+$402K
|
+7,878
|
+4%
|
|
|
12
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$9.98M
|
+$377K
|
+7,390
|
+4%
|
|
|
13
|
Unique Wealth
Clearwater,
Florida
|
$9.68M
|
+$9.73M
|
+190,591
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$8.4M
|
+$1.73M
|
+33,806
|
+26%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.35M
|
+$1.63M
|
+31,847
|
+28%
|
|
|
16
|
Vise Technologies
New York
|
$7.32M
|
+$1.65M
|
+32,325
|
+29%
|
|
|
17
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$6.77M
|
+$6.8M
|
+133,293
|
New
|
|
|
18
|
May Hill Capital
Cohasset,
Massachusetts
|
$5.63M
|
+$1.27M
|
+24,788
|
+29%
|
|
|
19
|
SWP Financial
San Diego,
California
|
$5.22M
|
+$120K
|
+2,355
|
+2%
|
|
|
20
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$5.02M
|
-$426K
|
-8,344
|
-8%
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.11M
|
+$4.13M
|
+80,917
|
New
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.92M
|
+$931K
|
+18,240
|
+31%
|
|
|
23
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$3.79M
|
+$25.3K
|
+496
|
+0.7%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.26M
|
+$95.9K
|
+1,879
|
+3%
|
|
|
25
|
Contango Wealth Management
Oakland,
California
|
$3.2M
|
+$3.22M
|
+63,073
|
New
|
|
