|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$274M
|
+$7.6M
|
+117,748
|
+3%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$105M
|
+$3.3M
|
+51,153
|
+3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.8M
|
+$313K
|
+4,853
|
+3%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.12M
|
+$180K
|
+2,788
|
+3%
|
|
|
5
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$4.73M
|
-$167K
|
-2,581
|
-4%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$4.67M
|
+$4.39M
|
+68,030
|
New
|
|
|
7
|
Curio Wealth
Annapolis,
Maryland
|
$4.67M
|
+$4.36M
|
+67,571
|
+45,047%
|
|
|
8
|
Elite Life Management
Sarasota,
Florida
|
$3.58M
|
+$487K
|
+7,551
|
+17%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.68M
|
+$48.5K
|
+752
|
+2%
|
|
|
10
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$2.36M
|
+$318K
|
+4,929
|
+17%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.61M
|
+$1.51M
|
+23,339
|
New
|
|
|
12
|
WPWealth
Fort Worth,
Texas
|
$1.14M
|
-$60K
|
-929
|
-5%
|
|
|
13
|
Vantage Point Financial
Lisle,
Illinois
|
$1.09M
|
+$87.4K
|
+1,354
|
+9%
|
|
|
14
|
Cary Street Partners
Richmond,
Virginia
|
$993K
|
-$92.2K
|
-1,428
|
-9%
|
|
|
15
|
American Investment Services
Great Barrington,
Massachusetts
|
$876K
|
+$32.1K
|
+498
|
+4%
|
|
|
16
|
Pinion Investment Advisors
Wichita,
Kansas
|
$729K
|
-$682K
|
-10,569
|
-50%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$615K
|
+$576K
|
+8,928
|
New
|
|
|
18
|
First Financial Group
Raleigh,
North Carolina
|
$606K
|
+$355K
|
+5,500
|
+167%
|
|
|
19
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$403K
|
-$706K
|
-10,931
|
-65%
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$330K
|
+$57.1K
|
+885
|
+23%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$327K
|
-$4.33K
|
-67
|
-1%
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$275K
|
+$257K
|
+3,983
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$272K
|
+$904
|
+14
|
+0.4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$126K
|
+$8.91K
|
+138
|
+8%
|
|
|
25
|
Signature Resources Capital Management
Newport Beach,
California
|
$103K
|
+$96.8K
|
+1,500
|
New
|
|
