|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$642M
|
+$129M
|
+1,267,197
|
+24%
|
|
|
2
|
|
$321M
|
+$39.7M
|
+390,116
|
+13%
|
|
|
3
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$228M
|
+$67.5M
|
+662,733
|
+40%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$206M
|
-$25M
|
-245,147
|
-10%
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$91.2M
|
+$27.6M
|
+271,444
|
+41%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$45.3M
|
+$13M
|
+127,761
|
+38%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$40.6M
|
+$16.4M
|
+160,674
|
+63%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$35.6M
|
+$413K
|
+4,059
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$21.9M
|
+$22.8M
|
+223,638
|
+447,276%
|
|
|
10
|
Unique Wealth
Clearwater,
Florida
|
$16.9M
|
+$538K
|
+5,282
|
+3%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.9M
|
+$16.1M
|
+158,077
|
+3,190%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$15.6M
|
+$1.32M
|
+12,927
|
+9%
|
|
|
13
|
|
$15.3M
|
+$14.4M
|
+141,624
|
+984%
|
|
|
14
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$14.7M
|
-$34.2K
|
-336
|
-0.2%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$13.5M
|
+$1.45M
|
+14,197
|
+11%
|
|
|
16
|
Procyon Advisors
Shelton,
Connecticut
|
$13.2M
|
+$1.68M
|
+16,486
|
+14%
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$10.3M
|
–
|
–
|
–
|
|
|
18
|
Quadcap Wealth Management
Frisco,
Texas
|
$9.32M
|
+$930K
|
+9,127
|
+11%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$8.85M
|
+$5.59M
|
+54,876
|
+154%
|
|
|
20
|
Storen Legacy Partners
Zionsville,
Indiana
|
$8.68M
|
+$9.05M
|
+88,819
|
New
|
|
|
21
|
Valence8 US
Cambridge,
Massachusetts
|
$8.33M
|
-$8.11M
|
-79,651
|
-48%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.16M
|
+$265K
|
+2,603
|
+3%
|
|
|
23
|
Principle Wealth Partners
Madison,
Connecticut
|
$8.1M
|
+$3.55M
|
+34,852
|
+73%
|
|
|
24
|
Venture Visionary Partners
Sylvania,
Ohio
|
$8.03M
|
+$49.8K
|
+489
|
+0.6%
|
|
|
25
|
WJ Wealth Management
Glendale,
Arizona
|
$7.08M
|
+$139K
|
+1,362
|
+2%
|
|
