|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$679M
|
-$117M
|
-1,047,421
|
-16%
|
|
|
2
|
|
$365M
|
-$40.4M
|
-361,420
|
-11%
|
|
|
3
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$223M
|
-$57.9M
|
-518,313
|
-22%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$214M
|
-$41.1M
|
-368,091
|
-17%
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$116M
|
+$1.23M
|
+11,029
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$72.1M
|
+$13.8M
|
+123,261
|
+27%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$60.4M
|
+$8.45M
|
+75,690
|
+18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$47M
|
+$17.7M
|
+158,683
|
+71%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$41.7M
|
-$2.73M
|
-24,427
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$30.8M
|
+$17.9M
|
+160,070
|
+177%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.9M
|
+$7.11M
|
+63,680
|
+39%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$20M
|
+$254K
|
+2,274
|
+1%
|
|
|
13
|
Principle Wealth Partners
Madison,
Connecticut
|
$18.8M
|
+$7.78M
|
+69,724
|
+84%
|
|
|
14
|
Procyon Advisors
Shelton,
Connecticut
|
$17.7M
|
+$952K
|
+8,531
|
+6%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$17.2M
|
+$188K
|
+1,687
|
+1%
|
|
|
16
|
Unique Wealth
Clearwater,
Florida
|
$16.7M
|
-$4.09M
|
-36,593
|
-21%
|
|
|
17
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$14M
|
-$4.02M
|
-36,023
|
-24%
|
|
|
18
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13M
|
+$5.92K
|
+53
|
+0.1%
|
|
|
19
|
Quadcap Wealth Management
Frisco,
Texas
|
$12.1M
|
+$311K
|
+2,790
|
+3%
|
|
|
20
|
3EDGE Asset Management
Naples,
Florida
|
$10.8M
|
+$6.68M
|
+59,851
|
+212%
|
|
|
21
|
Venture Visionary Partners
Sylvania,
Ohio
|
$10.7M
|
+$555K
|
+4,967
|
+6%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.2M
|
-$62.3K
|
-558
|
-0.7%
|
|
|
23
|
Albion Financial Group
Salt Lake City,
Utah
|
$8.88M
|
+$63.5K
|
+569
|
+0.8%
|
|
|
24
|
WJ Wealth Management
Glendale,
Arizona
|
$8.68M
|
-$207K
|
-1,853
|
-3%
|
|
|
25
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$8.39M
|
+$7.32M
|
+65,605
|
+2,487%
|
|
