|
1
|
|
$221M
|
+$7.88M
|
+102,086
|
+4%
|
|
|
2
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$202M
|
+$6.37M
|
+82,494
|
+4%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$163M
|
-$142M
|
-1,838,084
|
-44%
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$56.4M
|
+$48.3M
|
+625,613
|
New
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$14.3M
|
+$12.2M
|
+158,689
|
New
|
|
|
6
|
Unique Wealth
Clearwater,
Florida
|
$14M
|
+$2.34M
|
+30,278
|
+24%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$12.8M
|
+$225K
|
+2,920
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$6.71M
|
+86,870
|
+263%
|
|
|
9
|
Procyon Advisors
Shelton,
Connecticut
|
$10.1M
|
-$408K
|
-5,285
|
-4%
|
|
|
10
|
WJ Wealth Management
Glendale,
Arizona
|
$7.55M
|
+$6.46M
|
+83,700
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.08M
|
-$759K
|
-9,832
|
-11%
|
|
|
12
|
Albion Financial Group
Salt Lake City,
Utah
|
$6.65M
|
+$651K
|
+8,428
|
+13%
|
|
|
13
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$6.26M
|
+$38K
|
+492
|
+0.7%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$6.1M
|
+$5.23M
|
+67,705
|
New
|
|
|
15
|
Venture Visionary Partners
Sylvania,
Ohio
|
$5.43M
|
+$4.65M
|
+60,235
|
New
|
|
|
16
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.23M
|
-$29.1K
|
-377
|
-0.6%
|
|
|
17
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.8M
|
+$110K
|
+1,425
|
+3%
|
|
|
18
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4.18M
|
+$3.58M
|
+46,331
|
New
|
|
|
19
|
Smart Portfolios LLC
Seattle,
Washington
|
$2.29M
|
-$55.8K
|
-723
|
-3%
|
|
|
20
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.23M
|
-$3.32K
|
-43
|
-0.2%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$2.23M
|
+$777K
|
+10,070
|
+69%
|
|
|
22
|
3EDGE Asset Management
Naples,
Florida
|
$2.16M
|
-$257K
|
-3,324
|
-12%
|
|
|
23
|
TFC Financial Management
Boston,
Massachusetts
|
$1.56M
|
-$23.5K
|
-305
|
-2%
|
|
|
24
|
Flow Traders U.S.
New York
|
$1.51M
|
+$1.29M
|
+16,772
|
New
|
|
|
25
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.41M
|
+$132K
|
+1,709
|
+12%
|
|
