|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.15M
|
-$906K
|
-32,916
|
-10%
|
|
|
2
|
Apeiron RIA
Dallas,
Texas
|
$8.16M
|
-$1.24M
|
-44,978
|
-14%
|
|
|
3
|
S&T Bank
Indiana,
Pennsylvania
|
$7.15M
|
+$6.32M
|
+229,638
|
+1,783%
|
|
|
4
|
Compass Capital Corp
Braintree,
Massachusetts
|
$5.31M
|
-$285K
|
-10,360
|
-5%
|
|
|
5
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$3.89M
|
+$3.63M
|
+132,000
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.86M
|
-$7.17M
|
-260,574
|
-73%
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$2.21M
|
-$121K
|
-4,414
|
-6%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.84M
|
+$1.72M
|
+62,381
|
New
|
|
|
9
|
|
$1.61M
|
+$1.07M
|
+38,710
|
+241%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.61M
|
+$1.38K
|
+50
|
+0.1%
|
|
|
11
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$1.26M
|
+$17.7K
|
+643
|
+2%
|
|
|
12
|
Binnacle Investments
Urbandale,
Iowa
|
$1.21M
|
-$15.8K
|
-576
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$840K
|
+30,510
|
+408%
|
|
|
14
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.02M
|
-$344K
|
-12,513
|
-27%
|
|
|
15
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$999K
|
+$2.83K
|
+103
|
+0.3%
|
|
|
16
|
Diversified Enterprises
Wilmington,
Delaware
|
$846K
|
-$67.6K
|
-2,456
|
-8%
|
|
|
17
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$758K
|
+$428K
|
+15,540
|
+153%
|
|
|
18
|
Cora Capital Advisors
Marlton,
New Jersey
|
$665K
|
-$23.4K
|
-851
|
-4%
|
|
|
19
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$621K
|
+$580K
|
+21,068
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$496K
|
+$84K
|
+3,054
|
+22%
|
|
|
21
|
United Advisor Group
Cincinnati,
Ohio
|
$464K
|
-$3.74K
|
-136
|
-0.9%
|
|
|
22
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$351K
|
+$328K
|
+11,917
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$340K
|
+$47.5K
|
+1,726
|
+18%
|
|
|
24
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$332K
|
-$1.03M
|
-37,446
|
-77%
|
|
|
25
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$238K
|
-$71.5K
|
-2,597
|
-24%
|
|
