|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$248M
|
+$27.2M
|
+407,006
|
+12%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$94.7M
|
+$6.18M
|
+92,659
|
+7%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
+$11.9M
|
+178,369
|
New
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.33M
|
+$189K
|
+2,833
|
+3%
|
|
|
5
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$4.57M
|
-$825K
|
-12,363
|
-15%
|
|
|
6
|
Elite Life Management
Sarasota,
Florida
|
$2.85M
|
+$377K
|
+5,642
|
+15%
|
|
|
7
|
Curio Wealth
Annapolis,
Maryland
|
$2.61M
|
-$2.61M
|
-39,032
|
-100%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.45M
|
+$2.55M
|
+38,195
|
New
|
|
|
9
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.87M
|
+$431K
|
+6,450
|
+28%
|
|
|
10
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.36M
|
+$487K
|
+7,298
|
+53%
|
|
|
11
|
WPWealth
Fort Worth,
Texas
|
$1.12M
|
-$35.8K
|
-537
|
-3%
|
|
|
12
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.08M
|
+$757K
|
+11,337
|
+208%
|
|
|
13
|
Cary Street Partners
Richmond,
Virginia
|
$1.02M
|
+$420K
|
+6,287
|
+66%
|
|
|
14
|
Vantage Point Financial
Lisle,
Illinois
|
$924K
|
+$264K
|
+3,961
|
+38%
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$875K
|
+$911K
|
+13,648
|
New
|
|
|
16
|
American Investment Services
Great Barrington,
Massachusetts
|
$783K
|
+$534
|
+8
|
+0.1%
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$308K
|
+$321K
|
+4,806
|
New
|
|
|
18
|
Orion Capital Management
Coronado,
California
|
$271K
|
+$282K
|
+4,226
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$252K
|
+$801
|
+12
|
+0.3%
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$250K
|
+$261K
|
+3,903
|
New
|
|
|
21
|
First Financial Group
Raleigh,
North Carolina
|
$212K
|
+$220K
|
+3,300
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$209K
|
+$218K
|
+3,264
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
-$18.3K
|
-274
|
-14%
|
|
|
24
|
Raffa Wealth Management
Washington,
District of Columbia
|
$82.3K
|
+$85.6K
|
+1,283
|
New
|
|
|
25
|
|
$60K
|
+$58.3K
|
+874
|
+1,433%
|
|
