|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$510M
|
+$202M
|
+2,061,596
|
+64%
|
|
|
2
|
|
$291M
|
+$47.2M
|
+480,792
|
+19%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$193M
|
-$30.2M
|
-307,140
|
-12%
|
|
|
4
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$161M
|
+$164M
|
+1,670,423
|
New
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$63.6M
|
+$63.5M
|
+646,383
|
+4,251%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$34.6M
|
+$23.3M
|
+236,974
|
+193%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$32.3M
|
+$10.1M
|
+102,977
|
+44%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$24.5M
|
+$2.71M
|
+27,607
|
+12%
|
|
|
9
|
Unique Wealth
Clearwater,
Florida
|
$16.1M
|
-$1.54M
|
-15,660
|
-9%
|
|
|
10
|
Valence8 US
Cambridge,
Massachusetts
|
$15.9M
|
+$16.2M
|
+164,850
|
New
|
|
|
11
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$14.5M
|
+$8.75M
|
+89,035
|
+145%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$14.1M
|
+$422K
|
+4,296
|
+3%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$11.9M
|
+$12.2M
|
+124,014
|
New
|
|
|
14
|
Procyon Advisors
Shelton,
Connecticut
|
$11.4M
|
+$236K
|
+2,402
|
+2%
|
|
|
15
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$10.1M
|
–
|
–
|
–
|
|
|
16
|
Quadcap Wealth Management
Frisco,
Texas
|
$8.3M
|
+$962K
|
+9,798
|
+13%
|
|
|
17
|
Venture Visionary Partners
Sylvania,
Ohio
|
$7.88M
|
+$132K
|
+1,346
|
+2%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.84M
|
-$600K
|
-6,105
|
-7%
|
|
|
19
|
Albion Financial Group
Salt Lake City,
Utah
|
$6.98M
|
-$99.1K
|
-1,009
|
-1%
|
|
|
20
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.9M
|
+$158K
|
+1,612
|
+2%
|
|
|
21
|
WJ Wealth Management
Glendale,
Arizona
|
$6.84M
|
+$17.6K
|
+179
|
+0.3%
|
|
|
22
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$5.39M
|
+$460K
|
+4,684
|
+9%
|
|
|
23
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.8M
|
-$357K
|
-3,635
|
-7%
|
|
|
24
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.61M
|
+$3.32M
|
+33,767
|
+238%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$3.43M
|
+$3.5M
|
+35,683
|
New
|
|
