|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$214M
|
+$116M
|
+1,538,002
|
+58%
|
|
|
2
|
|
$164M
|
+$25.5M
|
+337,540
|
+17%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$151M
|
+$19.4M
|
+256,007
|
+13%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$9.67M
|
+$538K
|
+7,108
|
+5%
|
|
|
5
|
Unique Wealth
Clearwater,
Florida
|
$8.75M
|
+$5.12M
|
+67,711
|
+117%
|
|
|
6
|
Procyon Advisors
Shelton,
Connecticut
|
$8.2M
|
+$1.24M
|
+16,388
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.17M
|
-$49.4M
|
-653,041
|
-88%
|
|
|
8
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$4.81M
|
+$9.46K
|
+125
|
+0.2%
|
|
|
9
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.56M
|
+$86.4K
|
+1,142
|
+2%
|
|
|
10
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4.07M
|
+$639K
|
+8,448
|
+17%
|
|
|
11
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.61M
|
+$219K
|
+2,892
|
+6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$1.44M
|
+19,063
|
+136%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$1.9M
|
-$2.51M
|
-33,176
|
-55%
|
|
|
14
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.82M
|
+$35.9K
|
+474
|
+2%
|
|
|
15
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.73M
|
+$294K
|
+3,893
|
+19%
|
|
|
16
|
TFC Financial Management
Boston,
Massachusetts
|
$1.23M
|
-$120K
|
-1,580
|
-8%
|
|
|
17
|
|
$1.21M
|
+$1.31M
|
+17,292
|
New
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$1.05M
|
-$26.6K
|
-352
|
-2%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$1.02M
|
+$140K
|
+1,846
|
+14%
|
|
|
20
|
Quotient Wealth Partners
Dallas,
Texas
|
$969K
|
+$64.5K
|
+852
|
+7%
|
|
|
21
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$926K
|
+$785K
|
+10,372
|
+356%
|
|
|
22
|
Bristlecone Advisors
Bellevue,
Washington
|
$842K
|
-$60K
|
-793
|
-6%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$828K
|
-$198K
|
-2,618
|
-18%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$828K
|
-$198K
|
-2,618
|
-18%
|
|
|
25
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$827K
|
+$140K
|
+1,851
|
+19%
|
|
