|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$149M
|
+$153M
|
+2,128,826
|
New
|
|
|
2
|
|
$79.3M
|
+$78.2M
|
+1,087,968
|
+2,393%
|
|
|
3
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$69.3M
|
+$71.2M
|
+989,925
|
New
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$63.1M
|
+$64.7M
|
+900,649
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$60.2M
|
-$6.18M
|
-85,967
|
-9%
|
|
|
6
|
|
$48.2M
|
+$1.33M
|
+18,463
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$41M
|
+$30.4M
|
+422,918
|
+261%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
-$1.39M
|
-19,358
|
-3%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$38.9M
|
+$1.26M
|
+17,556
|
+3%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.7M
|
-$4.65M
|
-64,678
|
-12%
|
|
|
11
|
BNP Paribas Financial Markets
Paris,
France
|
$28.1M
|
+$21.7M
|
+301,511
|
+303%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.3M
|
-$7M
|
-97,409
|
-21%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$22.3M
|
-$2.07M
|
-28,848
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.9M
|
+$2.59M
|
+35,963
|
+13%
|
|
|
15
|
|
$18M
|
-$1.95M
|
-27,131
|
-10%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$17.9M
|
-$2.71M
|
-37,726
|
-13%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$17.8M
|
+$2.2M
|
+30,626
|
+14%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15M
|
+$211K
|
+2,935
|
+1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
-$482K
|
-6,704
|
-4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.3M
|
-$9.19M
|
-127,883
|
-42%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.9M
|
+$7.14M
|
+99,307
|
+236%
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$9.24M
|
+$380K
|
+5,281
|
+4%
|
|
|
23
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$8.86M
|
+$8.78M
|
+122,182
|
+2,817%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$7.28M
|
+$465K
|
+6,464
|
+7%
|
|
|
25
|
WealthSpring Partners
Long Beach,
California
|
$6.91M
|
+$104K
|
+1,453
|
+1%
|
|
