|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$337M
|
+$10.2M
|
+139,123
|
+3%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$30.9M
|
-$8.69M
|
-118,530
|
-22%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.3M
|
+$1.66M
|
+22,688
|
+12%
|
|
|
4
|
Curio Wealth
Annapolis,
Maryland
|
$7.92M
|
+$1.68M
|
+22,921
|
+28%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.02M
|
+$201K
|
+2,743
|
+3%
|
|
|
6
|
Elite Life Management
Sarasota,
Florida
|
$6.18M
|
+$198K
|
+2,700
|
+4%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$5.05M
|
–
|
–
|
–
|
|
|
8
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$3.15M
|
-$295K
|
-4,017
|
-9%
|
|
|
9
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$3.05M
|
+$142K
|
+1,935
|
+5%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.85M
|
-$453K
|
-6,176
|
-14%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.96M
|
-$907K
|
-12,369
|
-32%
|
|
|
12
|
WPWealth
Fort Worth,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
13
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$1.1M
|
+$1.09M
|
+14,828
|
New
|
|
|
14
|
First Financial Group
Raleigh,
North Carolina
|
$1.09M
|
+$97.5K
|
+1,330
|
+10%
|
|
|
15
|
Cary Street Partners
Richmond,
Virginia
|
$1.04M
|
-$102K
|
-1,388
|
-9%
|
|
|
16
|
Vantage Point Financial
Lisle,
Illinois
|
$913K
|
-$140K
|
-1,904
|
-13%
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$868K
|
-$15.3K
|
-208
|
-2%
|
|
|
18
|
Pinion Investment Advisors
Wichita,
Kansas
|
$813K
|
-$6.89K
|
-94
|
-0.9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$599K
|
+$95K
|
+1,296
|
+19%
|
|
|
20
|
Northwest Bancshares
Warren,
Pennsylvania
|
$437K
|
–
|
–
|
–
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$352K
|
–
|
–
|
–
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$280K
|
-$13.9K
|
-190
|
-5%
|
|
|
24
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$219K
|
-$94.8K
|
-1,293
|
-30%
|
|
|
25
|
BNP Paribas Financial Markets
Paris,
France
|
$114K
|
+$59.1K
|
+806
|
+111%
|
|
