|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$7.48M
|
+$6.99M
|
+206,374
|
New
|
|
|
2
|
JGP Wealth Management
Bend,
Oregon
|
$5.54M
|
-$32.7K
|
-967
|
-0.6%
|
|
|
3
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.89M
|
+$955K
|
+28,209
|
+36%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.14M
|
-$217K
|
-6,400
|
-17%
|
|
|
5
|
Sierra Capital
Miami,
Florida
|
$628K
|
–
|
–
|
–
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$605K
|
+$60.3K
|
+1,780
|
+11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$598K
|
+$33.9K
|
+1,000
|
+6%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$588K
|
+$186K
|
+5,500
|
+51%
|
|
|
9
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$523K
|
–
|
–
|
–
|
|
|
10
|
Matisse Capital
Portland,
Oregon
|
$424K
|
–
|
–
|
–
|
|
|
11
|
Round Rock Advisors
Wilton,
Connecticut
|
$422K
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$302K
|
+$282K
|
+8,335
|
New
|
|
|
13
|
IFC Advisors
Los Angeles,
California
|
$238K
|
+$222K
|
+6,562
|
New
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$206K
|
-$5.09M
|
-150,464
|
-96%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$62.6K
|
-$49.9K
|
-1,475
|
-46%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$21.2K
|
+$19.8K
|
+586
|
New
|
|
|
17
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$5.8K
|
–
|
–
|
–
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.66K
|
–
|
–
|
–
|
|
|
19
|
|
$145
|
+$135
|
+4
|
New
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$2.53M
|
-77,695
|
Closed
|
|
