|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$385M
|
+$5.9M
|
+73,351
|
+2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.3M
|
+$2.41M
|
+29,973
|
+9%
|
|
|
3
|
Wealthquest
Cincinnati,
Ohio
|
$19.9M
|
-$2.14M
|
-26,651
|
-10%
|
|
|
4
|
Curio Wealth
Annapolis,
Maryland
|
$10.5M
|
+$929K
|
+11,558
|
+10%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.55M
|
+$761K
|
+9,472
|
+10%
|
|
|
6
|
Elite Life Management
Sarasota,
Florida
|
$7.36M
|
+$340K
|
+4,233
|
+5%
|
|
|
7
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$3.94M
|
+$88.9K
|
+1,106
|
+2%
|
|
|
8
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$3.78M
|
+$96.1K
|
+1,196
|
+3%
|
|
|
9
|
|
$2.33M
|
+$2.28M
|
+28,394
|
New
|
|
|
10
|
M Holdings Securities
Portland,
Oregon
|
$2.17M
|
-$3.33M
|
-41,491
|
-61%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.65M
|
+$922K
|
+11,468
|
+133%
|
|
|
12
|
First Financial Group
Raleigh,
North Carolina
|
$1.52M
|
+$64.3K
|
+800
|
+5%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
-$72.9K
|
-907
|
-5%
|
|
|
14
|
WPWealth
Fort Worth,
Texas
|
$1.36M
|
–
|
–
|
–
|
|
|
15
|
Vantage Point Financial
Lisle,
Illinois
|
$1M
|
+$723
|
+9
|
+0.1%
|
|
|
16
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$839K
|
+$820K
|
+10,199
|
New
|
|
|
17
|
Pinion Investment Advisors
Wichita,
Kansas
|
$824K
|
-$37.2K
|
-463
|
-4%
|
|
|
18
|
Cary Street Partners
Richmond,
Virginia
|
$811K
|
-$115K
|
-1,428
|
-13%
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$673K
|
-$82.8K
|
-1,030
|
-11%
|
|
|
20
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$670K
|
-$215K
|
-2,675
|
-25%
|
|
|
21
|
Northwest Bancshares
Warren,
Pennsylvania
|
$484K
|
–
|
–
|
–
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$410K
|
+$400K
|
+4,983
|
New
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$405K
|
+$346K
|
+4,305
|
+699%
|
|
|
24
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$390K
|
+$381K
|
+4,739
|
New
|
|
|
25
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$328K
|
–
|
–
|
–
|
|
