|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$357M
|
+$9.25M
|
+120,808
|
+3%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.1M
|
+$8.28M
|
+108,115
|
+51%
|
|
|
3
|
Wealthquest
Cincinnati,
Ohio
|
$20M
|
-$11.3M
|
-146,892
|
-35%
|
|
|
4
|
Curio Wealth
Annapolis,
Maryland
|
$8.6M
|
+$802K
|
+10,474
|
+10%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.55M
|
+$279K
|
+3,638
|
+4%
|
|
|
6
|
Elite Life Management
Sarasota,
Florida
|
$6.61M
|
+$220K
|
+2,869
|
+4%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$5.05M
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.57M
|
+$1.67M
|
+21,763
|
+83%
|
|
|
9
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$3.47M
|
+$444K
|
+5,800
|
+14%
|
|
|
10
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$3.47M
|
+$214K
|
+2,788
|
+7%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.31M
|
-$1.58M
|
-20,649
|
-54%
|
|
|
12
|
First Financial Group
Raleigh,
North Carolina
|
$1.31M
|
+$228K
|
+2,980
|
+20%
|
|
|
13
|
WPWealth
Fort Worth,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
14
|
Vantage Point Financial
Lisle,
Illinois
|
$907K
|
-$4.67K
|
-61
|
-0.5%
|
|
|
15
|
Cary Street Partners
Richmond,
Virginia
|
$839K
|
-$208K
|
-2,719
|
-19%
|
|
|
16
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$804K
|
-$307K
|
-4,005
|
-27%
|
|
|
17
|
Pinion Investment Advisors
Wichita,
Kansas
|
$779K
|
-$34.5K
|
-450
|
-4%
|
|
|
18
|
American Investment Services
Great Barrington,
Massachusetts
|
$684K
|
-$189K
|
-2,466
|
-21%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$642K
|
+$44.7K
|
+584
|
+7%
|
|
|
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
|
$281K
|
+$996
|
+13
|
+0.3%
|
|
|
24
|
|
$230K
|
+$237K
|
+3,089
|
New
|
|
|
25
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$220K
|
+$766
|
+10
|
+0.3%
|
|
