|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$181M
|
+$145M
|
+1,646,991
|
+310%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$122M
|
+$2.55M
|
+29,066
|
+2%
|
|
|
3
|
|
$113M
|
+$31.8M
|
+361,875
|
+35%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$103M
|
-$7.27M
|
-82,889
|
-6%
|
|
|
5
|
|
$85.7M
|
-$3.99M
|
-45,460
|
-4%
|
|
|
6
|
|
$85.6M
|
+$1.01M
|
+11,565
|
+1%
|
|
|
7
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$74.2M
|
+$28.1M
|
+319,680
|
+55%
|
|
|
8
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$63.4M
|
+$14.2M
|
+162,240
|
+27%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$39M
|
-$462K
|
-5,262
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$38.7M
|
-$1.1M
|
-12,482
|
-3%
|
|
|
11
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$37.4M
|
+$865K
|
+9,858
|
+2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$37.3M
|
+$62K
|
+707
|
+0.2%
|
|
|
13
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$35.5M
|
+$1.06M
|
+12,132
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.8M
|
-$2.1M
|
-23,942
|
-5%
|
|
|
15
|
PGIM Custom Harvest
Newark,
New Jersey
|
$30.3M
|
+$6.09M
|
+69,405
|
+23%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$29.4M
|
+$21K
|
+239
|
+0.1%
|
|
|
17
|
Circle Wealth Management
Summit,
New Jersey
|
$24.4M
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$18.6M
|
-$2.54M
|
-28,890
|
-11%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$17.3M
|
+$2.66M
|
+30,308
|
+17%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$16.5M
|
-$2.49M
|
-28,416
|
-12%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.4M
|
-$551K
|
-6,284
|
-3%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.5M
|
+$1.83M
|
+20,826
|
+12%
|
|
|
23
|
Two Sigma Investments
New York
|
$15.5M
|
+$16.4M
|
+186,900
|
New
|
|
|
24
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$12.3M
|
-$215K
|
-2,450
|
-2%
|
|
|
25
|
Holt Capital Partners
Fort Worth,
Texas
|
$12.2M
|
-$31.2K
|
-355
|
-0.2%
|
|
