|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.5M
|
+$70.3M
|
+2,248,650
|
+1,678%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$62.7M
|
+$60.2M
|
+1,926,871
|
New
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$37.3M
|
+$35.8M
|
+1,144,408
|
New
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
$15.7M
|
+$468K
|
+14,976
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.59M
|
-$130K
|
-4,167
|
-1%
|
|
|
6
|
Compass Capital Corp
Braintree,
Massachusetts
|
$5.93M
|
-$330K
|
-10,561
|
-6%
|
|
|
7
|
Apella Capital
West Hartford,
Connecticut
|
$4.07M
|
+$102K
|
+3,256
|
+3%
|
|
|
8
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$3.86M
|
-$35.7K
|
-1,142
|
-1%
|
|
|
9
|
Perigon Wealth Management
San Francisco,
California
|
$2.46M
|
+$41.1K
|
+1,315
|
+2%
|
|
|
10
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$2.13M
|
+$478K
|
+15,303
|
+30%
|
|
|
11
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$1.39M
|
-$28.7K
|
-917
|
-2%
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.29M
|
+$35.2K
|
+1,127
|
+3%
|
|
|
13
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.16M
|
+$240K
|
+7,665
|
+27%
|
|
|
14
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.11M
|
-$1K
|
-32
|
-0.1%
|
|
|
15
|
Cora Capital Advisors
Marlton,
New Jersey
|
$891K
|
+$152K
|
+4,872
|
+22%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$740K
|
+$711K
|
+22,742
|
New
|
|
|
17
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$669K
|
+$59.4K
|
+1,900
|
+10%
|
|
|
18
|
United Advisor Group
Cincinnati,
Ohio
|
$619K
|
+$107K
|
+3,419
|
+22%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$559K
|
-$31.8K
|
-1,018
|
-6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$365K
|
+$351K
|
+11,234
|
New
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$347K
|
-$6.82K
|
-218
|
-2%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$263K
|
+$253K
|
+8,088
|
New
|
|
|
23
|
Apeiron RIA
Dallas,
Texas
|
$258K
|
-$7.36M
|
-235,289
|
-97%
|
|
|
24
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$254K
|
-$20K
|
-639
|
-8%
|
|
|
25
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$247K
|
-$13.1K
|
-420
|
-5%
|
|
