|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$51.7M
|
-$1.15M
|
-16,670
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.8M
|
-$2.28M
|
-33,076
|
-5%
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$15.1M
|
+$14.8M
|
+214,587
|
+3,527%
|
|
|
4
|
Signify Wealth
Saint Louis,
Missouri
|
$5.3M
|
-$196K
|
-2,839
|
-4%
|
|
|
5
|
|
$3.98M
|
+$1.09M
|
+15,814
|
+37%
|
|
|
6
|
Procyon Advisors
Shelton,
Connecticut
|
$3.35M
|
+$3.39M
|
+49,099
|
New
|
|
|
7
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.32M
|
+$753K
|
+10,898
|
+29%
|
|
|
8
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.08M
|
+$158K
|
+2,287
|
+5%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$2.86M
|
-$1.1M
|
-15,851
|
-27%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.48M
|
+$15.4K
|
+223
|
+0.6%
|
|
|
11
|
TFC Financial Management
Boston,
Massachusetts
|
$1.78M
|
-$90.1K
|
-1,304
|
-5%
|
|
|
12
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.42M
|
-$17.3K
|
-251
|
-1%
|
|
|
13
|
MGO One Seven
Beachwood,
Ohio
|
$1.21M
|
+$1.23M
|
+17,758
|
New
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.11M
|
-$388K
|
-5,620
|
-26%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.11M
|
-$388K
|
-5,620
|
-26%
|
|
|
16
|
TownSquare Capital
Provo,
Utah
|
$907K
|
+$230K
|
+3,327
|
+33%
|
|
|
17
|
Portside Wealth Group
Provo,
Utah
|
$878K
|
+$236K
|
+3,410
|
+36%
|
|
|
18
|
Smart Portfolios LLC
Seattle,
Washington
|
$821K
|
+$214K
|
+3,099
|
+35%
|
|
|
19
|
Becker Capital Management
Portland,
Oregon
|
$665K
|
–
|
–
|
–
|
|
|
20
|
Napa Wealth Management
Napa,
California
|
$447K
|
+$453K
|
+6,557
|
New
|
|
|
21
|
Quotient Wealth Partners
Dallas,
Texas
|
$433K
|
-$50.9K
|
-737
|
-10%
|
|
|
22
|
Bristlecone Advisors
Bellevue,
Washington
|
$425K
|
+$15.1K
|
+218
|
+4%
|
|
|
23
|
REDW Wealth
Albuquerque,
New Mexico
|
$366K
|
+$370K
|
+5,359
|
New
|
|
|
24
|
|
$350K
|
-$691K
|
-9,997
|
-66%
|
|
|
25
|
Trademark Financial Management
Bloomington,
Minnesota
|
$350K
|
+$354K
|
+5,130
|
New
|
|
