|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$193M
|
+$145M
|
+1,932,424
|
+264%
|
|
|
2
|
|
$146M
|
+$144M
|
+1,915,887
|
+2,033%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$138M
|
+$143M
|
+1,905,886
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.8M
|
+$741K
|
+9,854
|
+1%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$9.54M
|
+$7.83M
|
+104,137
|
+381%
|
|
|
6
|
Procyon Advisors
Shelton,
Connecticut
|
$7.34M
|
+$3.68M
|
+48,913
|
+94%
|
|
|
7
|
Signify Wealth
Saint Louis,
Missouri
|
$6.61M
|
+$364K
|
+4,847
|
+6%
|
|
|
8
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$5M
|
+$5.18M
|
+68,842
|
New
|
|
|
9
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.66M
|
+$1.86M
|
+24,743
|
+63%
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$4.39M
|
-$627K
|
-8,344
|
-12%
|
|
|
11
|
Unique Wealth
Clearwater,
Florida
|
$4.19M
|
+$1.9M
|
+25,216
|
+77%
|
|
|
12
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.63M
|
+$272K
|
+3,614
|
+8%
|
|
|
13
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.55M
|
-$88.7K
|
-1,179
|
-2%
|
|
|
14
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.86M
|
+$1.05M
|
+13,923
|
+119%
|
|
|
15
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.52M
|
+$9.55K
|
+127
|
+0.6%
|
|
|
16
|
TFC Financial Management
Boston,
Massachusetts
|
$1.39M
|
-$6.09K
|
-81
|
-0.4%
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$1.31M
|
-$4.21M
|
-56,028
|
-76%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$1.12M
|
+$1.16M
|
+15,436
|
New
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.05M
|
-$49.3K
|
-656
|
-4%
|
|
|
20
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.05M
|
-$49.3K
|
-656
|
-4%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$1.03M
|
+$37.9K
|
+504
|
+4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$247K
|
+3,285
|
+31%
|
|
|
23
|
Portside Wealth Group
Provo,
Utah
|
$991K
|
+$55.3K
|
+735
|
+6%
|
|
|
24
|
Quotient Wealth Partners
Dallas,
Texas
|
$946K
|
+$348K
|
+4,623
|
+55%
|
|
|
25
|
Bristlecone Advisors
Bellevue,
Washington
|
$934K
|
+$224K
|
+2,982
|
+30%
|
|
