|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$226M
|
+$45.2M
|
+677,256
|
+24%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$90.4M
|
+$4.02M
|
+60,170
|
+5%
|
|
|
3
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$5.46M
|
+$203K
|
+3,042
|
+4%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.35M
|
+$136K
|
+2,040
|
+3%
|
|
|
5
|
Curio Wealth
Annapolis,
Maryland
|
$2.56M
|
+$2.62M
|
+39,182
|
New
|
|
|
6
|
Elite Life Management
Sarasota,
Florida
|
$2.53M
|
+$831K
|
+12,451
|
+47%
|
|
|
7
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.48M
|
+$1.51M
|
+22,638
|
New
|
|
|
8
|
WPWealth
Fort Worth,
Texas
|
$1.18M
|
+$1.21M
|
+18,056
|
New
|
|
|
9
|
Pinion Investment Advisors
Wichita,
Kansas
|
$905K
|
+$175K
|
+2,615
|
+23%
|
|
|
10
|
American Investment Services
Great Barrington,
Massachusetts
|
$797K
|
-$38.7K
|
-579
|
-5%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$738K
|
+$755K
|
+11,300
|
New
|
|
|
12
|
Vantage Point Financial
Lisle,
Illinois
|
$682K
|
+$698K
|
+10,446
|
New
|
|
|
13
|
Cary Street Partners
Richmond,
Virginia
|
$623K
|
+$638K
|
+9,548
|
New
|
|
|
14
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$347K
|
-$950K
|
-14,230
|
-72%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$256K
|
-$8.61K
|
-129
|
-3%
|
|
|
16
|
Wolfstich Capital
Medfield,
Massachusetts
|
$246K
|
+$252K
|
+3,774
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.49K
|
+$8.68K
|
+130
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.7K
|
+$7.88K
|
+118
|
New
|
|
|
20
|
|
$3.98K
|
-$14.5K
|
-217
|
-78%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$522
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.88M
|
-28,715
|
Closed
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$760K
|
-11,591
|
Closed
|
|
