|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$53M
|
+$47.6M
|
+774,499
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.2M
|
+$550K
|
+8,946
|
+1%
|
|
|
3
|
Signify Wealth
Saint Louis,
Missouri
|
$5.51M
|
+$506K
|
+8,238
|
+11%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$3.95M
|
+$2.22M
|
+36,126
|
+167%
|
|
|
5
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.93M
|
-$13.4K
|
-218
|
-0.5%
|
|
|
6
|
|
$2.91M
|
+$1.43M
|
+23,263
|
+121%
|
|
|
7
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.58M
|
+$969K
|
+15,775
|
+72%
|
|
|
8
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.48M
|
+$138K
|
+2,243
|
+7%
|
|
|
9
|
TFC Financial Management
Boston,
Massachusetts
|
$1.88M
|
-$840K
|
-13,668
|
-33%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.5M
|
-$238K
|
-3,871
|
-15%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.5M
|
-$238K
|
-3,871
|
-15%
|
|
|
12
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.45M
|
+$122K
|
+1,988
|
+10%
|
|
|
13
|
|
$1.04M
|
+$613K
|
+9,977
|
+194%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$682K
|
+$34.6K
|
+563
|
+6%
|
|
|
15
|
Becker Capital Management
Portland,
Oregon
|
$667K
|
–
|
–
|
–
|
|
|
16
|
Portside Wealth Group
Provo,
Utah
|
$648K
|
+$11.4K
|
+185
|
+2%
|
|
|
17
|
Smart Portfolios LLC
Seattle,
Washington
|
$612K
|
-$9.46K
|
-154
|
-2%
|
|
|
18
|
Quotient Wealth Partners
Dallas,
Texas
|
$485K
|
+$435K
|
+7,089
|
New
|
|
|
19
|
GTS Securities
Miami,
Florida
|
$416K
|
-$392K
|
-6,374
|
-51%
|
|
|
20
|
Bristlecone Advisors
Bellevue,
Washington
|
$411K
|
+$4.92K
|
+80
|
+1%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$400K
|
+$359K
|
+5,848
|
New
|
|
|
22
|
All Season Financial Advisors
Denver,
Colorado
|
$367K
|
+$330K
|
+5,371
|
New
|
|
|
23
|
Roberts Wealth Advisors
Palo Alto,
California
|
$306K
|
+$279K
|
+4,544
|
New
|
|
|
24
|
Edge Capital Group
Atlanta,
Georgia
|
$248K
|
–
|
–
|
–
|
|
|
25
|
TCTC Holdings
Dallas,
Texas
|
$20.5K
|
–
|
–
|
–
|
|
