|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.9M
|
+$28.3M
|
+921,267
|
+1,270%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$24.7M
|
+$24.4M
|
+792,544
|
New
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$23.7M
|
+$23.4M
|
+760,600
|
New
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
$6.88M
|
+$163K
|
+5,292
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.19M
|
-$45.7K
|
-1,486
|
-1%
|
|
|
6
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.42M
|
-$182K
|
-5,928
|
-8%
|
|
|
7
|
Apella Capital
West Hartford,
Connecticut
|
$1.64M
|
+$27.3K
|
+886
|
+2%
|
|
|
8
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.49M
|
-$35.7K
|
-1,159
|
-2%
|
|
|
9
|
|
$1.33M
|
+$635K
|
+20,647
|
+94%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.18M
|
+$331K
|
+10,746
|
+39%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$1.05M
|
+$517K
|
+16,792
|
+99%
|
|
|
12
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$969K
|
+$155K
|
+5,033
|
+19%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$948K
|
-$9.88K
|
-321
|
-1%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$848K
|
+$838K
|
+27,242
|
New
|
|
|
15
|
OneAscent Financial Services
Birmingham,
Alabama
|
$508K
|
+$3.82K
|
+124
|
+0.8%
|
|
|
16
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$479K
|
-$13.7K
|
-444
|
-3%
|
|
|
17
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$453K
|
-$3.38K
|
-110
|
-0.8%
|
|
|
18
|
Diversified Enterprises
Wilmington,
Delaware
|
$407K
|
+$46.5K
|
+1,511
|
+13%
|
|
|
19
|
Cora Capital Advisors
Marlton,
New Jersey
|
$344K
|
+$62K
|
+2,015
|
+22%
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$301K
|
+$298K
|
+9,669
|
New
|
|
|
21
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$276K
|
+$14.9K
|
+483
|
+6%
|
|
|
22
|
United Advisor Group
Cincinnati,
Ohio
|
$252K
|
+$44.6K
|
+1,451
|
+22%
|
|
|
23
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$145K
|
–
|
–
|
–
|
|
|
24
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$98.9K
|
+$97.8K
|
+3,178
|
New
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$95.2K
|
+$94.1K
|
+3,059
|
New
|
|
