|
1
|
Diversified Enterprises
Wilmington,
Delaware
|
$55.9M
|
+$1.74M
|
+45,834
|
+3%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$42.5M
|
+$3.66M
|
+96,558
|
+10%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$16.5M
|
+$10.3M
|
+272,806
|
+198%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$12.6M
|
+$4.02M
|
+106,112
|
+51%
|
|
|
5
|
S&T Bank
Indiana,
Pennsylvania
|
$10.6M
|
+$836K
|
+22,068
|
+9%
|
|
|
6
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.65M
|
+$2.44M
|
+64,479
|
+125%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51M
|
-$17.1K
|
-450
|
-0.5%
|
|
|
8
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.73M
|
+$43.4K
|
+1,146
|
+2%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$1.53M
|
-$368K
|
-9,716
|
-20%
|
|
|
10
|
Perigon Wealth Management
San Francisco,
California
|
$1.45M
|
-$48.5K
|
-1,279
|
-3%
|
|
|
11
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.34M
|
+$1.27M
|
+33,468
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.22M
|
-$4.39M
|
-115,847
|
-79%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.12M
|
+$50K
|
+1,318
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$636K
|
+$579K
|
+15,271
|
+2,633%
|
|
|
15
|
Apeiron RIA
Dallas,
Texas
|
$612K
|
+$299K
|
+7,896
|
New
|
|
|
16
|
OneAscent Financial Services
Birmingham,
Alabama
|
$596K
|
+$1.78K
|
+47
|
+0.3%
|
|
|
17
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$590K
|
-$19.4K
|
-513
|
-3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$585K
|
-$225K
|
-5,940
|
-29%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$487K
|
-$19.6K
|
-517
|
-4%
|
|
|
20
|
Foundry Financial Group
Laconia,
New Hampshire
|
$479K
|
+$453K
|
+11,944
|
New
|
|
|
21
|
Cora Capital Advisors
Marlton,
New Jersey
|
$422K
|
-$12.1K
|
-320
|
-3%
|
|
|
22
|
United Advisor Group
Cincinnati,
Ohio
|
$375K
|
+$19.1K
|
+505
|
+6%
|
|
|
23
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$352K
|
+$7.62K
|
+201
|
+2%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$339K
|
+$320K
|
+8,451
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$264K
|
+$249K
|
+6,576
|
New
|
|
