|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$1.34B
|
+$12.6M
|
+250,381
|
+0.8%
|
|
|
2
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$451M
|
+$18.4M
|
+367,321
|
+4%
|
|
|
3
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$257M
|
+$14.5M
|
+288,490
|
+6%
|
|
|
4
|
|
$186M
|
+$7.25M
|
+144,356
|
+4%
|
|
|
5
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$145M
|
+$3.71M
|
+73,767
|
+3%
|
|
|
6
|
Unique Wealth
Clearwater,
Florida
|
$22.4M
|
+$3.23M
|
+64,336
|
+18%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.1M
|
+$8.76M
|
+174,435
|
+101%
|
|
|
8
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$15.4M
|
-$140K
|
-2,795
|
-0.9%
|
|
|
9
|
Warner Group
Madison,
Connecticut
|
$8.72M
|
+$4.88M
|
+97,195
|
+139%
|
|
|
10
|
|
$7.82M
|
+$7.52M
|
+149,790
|
New
|
|
|
11
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.61M
|
+$855K
|
+17,018
|
+24%
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$2.52M
|
+$866K
|
+17,238
|
+56%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.73M
|
-$1.66M
|
-33,072
|
Closed
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.64M
|
-$1.05M
|
-20,875
|
-40%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$1.27M
|
+25,197
|
+447%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.21M
|
+$86K
|
+1,712
|
+8%
|
|
|
17
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.15M
|
+$128K
|
+2,539
|
+13%
|
|
|
18
|
Legacy Wealth Advisors
Miami,
Florida
|
$1.12M
|
+$484K
|
+9,636
|
+81%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.11M
|
+$1.07M
|
+21,274
|
New
|
|
|
20
|
PUREfi Wealth
Boston,
Massachusetts
|
$804K
|
+$174K
|
+3,463
|
+29%
|
|
|
21
|
RASP Wealth Solutions
Fishers,
Indiana
|
$787K
|
+$757K
|
+15,071
|
New
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$599K
|
–
|
–
|
–
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$528K
|
+$225K
|
+4,471
|
+79%
|
|
|
24
|
Quotient Wealth Partners
Dallas,
Texas
|
$496K
|
-$21.9K
|
-437
|
-4%
|
|
|
25
|
|
$489K
|
+$450K
|
+8,955
|
+2,158%
|
|
