|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$317M
|
+$81.7M
|
+878,559
|
+37%
|
|
|
2
|
|
$249M
|
+$9.23M
|
+99,267
|
+4%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$226M
|
+$38.6M
|
+415,122
|
+18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$22.7M
|
+$10.5M
|
+112,504
|
+94%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$22.2M
|
+$18.8M
|
+202,477
|
+819%
|
|
|
6
|
Unique Wealth
Clearwater,
Florida
|
$17.9M
|
+$2.53M
|
+27,229
|
+17%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$13.9M
|
+$118K
|
+1,268
|
+0.9%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12M
|
-$3.33M
|
-35,824
|
-23%
|
|
|
9
|
Procyon Advisors
Shelton,
Connecticut
|
$11.4M
|
+$369K
|
+3,968
|
+4%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$10.3M
|
+$3.5M
|
+37,635
|
+56%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.49M
|
+$8.08M
|
+86,950
|
New
|
|
|
12
|
Venture Visionary Partners
Sylvania,
Ohio
|
$7.85M
|
+$1.87M
|
+20,084
|
+33%
|
|
|
13
|
Quadcap Wealth Management
Frisco,
Texas
|
$7.47M
|
+$7.1M
|
+76,427
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.36M
|
-$295K
|
-3,178
|
-4%
|
|
|
15
|
WJ Wealth Management
Glendale,
Arizona
|
$7.26M
|
-$1.19M
|
-12,778
|
-15%
|
|
|
16
|
Albion Financial Group
Salt Lake City,
Utah
|
$7.19M
|
-$19.5K
|
-210
|
-0.3%
|
|
|
17
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.85M
|
+$1.12M
|
+12,089
|
+21%
|
|
|
18
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$6M
|
-$743K
|
-7,992
|
-12%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.58M
|
+$4.66M
|
+50,127
|
+713%
|
|
|
20
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.23M
|
+$31.2K
|
+336
|
+0.6%
|
|
|
21
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$5.02M
|
+$4.78M
|
+51,393
|
New
|
|
|
22
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4.06M
|
-$442K
|
-4,758
|
-10%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.12M
|
+$1.98M
|
+21,272
|
+199%
|
|
|
24
|
Flow Traders U.S.
New York
|
$3.01M
|
+$1.3M
|
+14,020
|
+84%
|
|
|
25
|
Smart Portfolios LLC
Seattle,
Washington
|
$2.4M
|
-$70.9K
|
-763
|
-3%
|
|
