|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$302M
|
+$13.2M
|
+185,423
|
+5%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$38.8M
|
-$70.5M
|
-994,178
|
-65%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.9M
|
+$574K
|
+8,095
|
+4%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.54M
|
+$138K
|
+1,948
|
+2%
|
|
|
5
|
Curio Wealth
Annapolis,
Maryland
|
$5.99M
|
+$1.04M
|
+14,649
|
+22%
|
|
|
6
|
Elite Life Management
Sarasota,
Florida
|
$5.52M
|
+$1.72M
|
+24,249
|
+47%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$4.94M
|
-$7.95K
|
-112
|
-0.2%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.24M
|
+$1.5M
|
+21,166
|
+91%
|
|
|
9
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$3.2M
|
-$1.73M
|
-24,444
|
-36%
|
|
|
10
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$2.84M
|
+$355K
|
+5,004
|
+15%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.81M
|
-$17.7K
|
-249
|
-0.6%
|
|
|
12
|
WPWealth
Fort Worth,
Texas
|
$1.21M
|
–
|
–
|
–
|
|
|
13
|
Cary Street Partners
Richmond,
Virginia
|
$1.12M
|
+$70.2K
|
+990
|
+7%
|
|
|
14
|
Vantage Point Financial
Lisle,
Illinois
|
$1.03M
|
-$112K
|
-1,584
|
-10%
|
|
|
15
|
First Financial Group
Raleigh,
North Carolina
|
$972K
|
+$323K
|
+4,560
|
+52%
|
|
|
16
|
American Investment Services
Great Barrington,
Massachusetts
|
$864K
|
-$58.7K
|
-828
|
-7%
|
|
|
17
|
Pinion Investment Advisors
Wichita,
Kansas
|
$810K
|
+$31.6K
|
+446
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$492K
|
-$154K
|
-2,166
|
-24%
|
|
|
19
|
Northwest Bancshares
Warren,
Pennsylvania
|
$428K
|
+$417K
|
+5,883
|
New
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$345K
|
–
|
–
|
–
|
|
|
21
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$308K
|
-$114K
|
-1,610
|
-28%
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$290K
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$288K
|
+$993
|
+14
|
+0.4%
|
|
|
24
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$252K
|
+$245K
|
+3,459
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$133K
|
-$851
|
-12
|
-0.7%
|
|
