|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$202M
|
+$145M
|
+2,848,418
|
+242%
|
|
|
2
|
|
$140M
|
-$21.7M
|
-425,894
|
-13%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$98.4M
|
-$19.9M
|
-391,620
|
-17%
|
|
|
4
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$72.6M
|
+$6.45M
|
+126,914
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
+$5.82M
|
+114,489
|
+17%
|
|
|
6
|
Weil Company
San Diego,
California
|
$31.8M
|
-$63.3K
|
-1,245
|
-0.2%
|
|
|
7
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$28.4M
|
+$5.5M
|
+108,223
|
+24%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$27.8M
|
+$28.1M
|
+552,918
|
New
|
|
|
9
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$14.8M
|
+$576K
|
+11,332
|
+4%
|
|
|
10
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$13.9M
|
+$9.96M
|
+195,923
|
+242%
|
|
|
11
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$11.3M
|
+$728K
|
+14,307
|
+7%
|
|
|
12
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$11.1M
|
+$1.21M
|
+23,834
|
+12%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$10.6M
|
+$2.29M
|
+45,108
|
+27%
|
|
|
14
|
|
$9.19M
|
+$8.09M
|
+159,131
|
+664%
|
|
|
15
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$8.62M
|
-$5.58M
|
-109,736
|
-39%
|
|
|
16
|
Unique Wealth
Clearwater,
Florida
|
$8.07M
|
-$1.51M
|
-29,732
|
-16%
|
|
|
17
|
Storen Legacy Partners
Zionsville,
Indiana
|
$7.94M
|
+$8.05M
|
+158,255
|
New
|
|
|
18
|
Vise Technologies
New York
|
$7.32M
|
–
|
–
|
–
|
|
|
19
|
May Hill Capital
Cohasset,
Massachusetts
|
$6.78M
|
+$1.23M
|
+24,101
|
+22%
|
|
|
20
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.31M
|
-$1.39M
|
-27,414
|
-21%
|
|
|
21
|
SWP Financial
San Diego,
California
|
$5.3M
|
+$149K
|
+2,926
|
+3%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.29M
|
-$2M
|
-39,406
|
-27%
|
|
|
23
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$4.84M
|
-$123K
|
-2,424
|
-2%
|
|
|
24
|
Contango Wealth Management
Oakland,
California
|
$4.68M
|
+$1.53M
|
+30,085
|
+48%
|
|
|
25
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$4.4M
|
+$2.14M
|
+42,141
|
+92%
|
|
