|
1
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$77.3M
|
+$15M
|
+443,526
|
+23%
|
|
|
2
|
S&T Bank
Indiana,
Pennsylvania
|
$17.2M
|
+$1.55M
|
+45,902
|
+10%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$6.9M
|
-$31.2M
|
-926,206
|
-81%
|
|
|
4
|
|
$6.16M
|
+$6.37M
|
+188,935
|
New
|
|
|
5
|
Compass Capital Corp
Braintree,
Massachusetts
|
$6.04M
|
+$179K
|
+5,299
|
+3%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$5.7M
|
+$5.89M
|
+174,800
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.33M
|
-$74.9M
|
-2,221,412
|
-93%
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$4.14M
|
-$242K
|
-7,185
|
-6%
|
|
|
9
|
Perigon Wealth Management
San Francisco,
California
|
$2.35M
|
-$123K
|
-3,659
|
-5%
|
|
|
10
|
Flow Traders U.S.
New York
|
$1.89M
|
+$1.95M
|
+57,816
|
New
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.7M
|
-$8.03M
|
-238,013
|
-82%
|
|
|
12
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$1.35M
|
-$49.6K
|
-1,472
|
-3%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.29M
|
+$756K
|
+22,429
|
+131%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.22M
|
-$70.9K
|
-2,103
|
-5%
|
|
|
15
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.15M
|
-$12.3K
|
-365
|
-1%
|
|
|
16
|
LexAurum Advisors
Overland Park,
Kansas
|
$952K
|
+$985K
|
+29,217
|
New
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
$826K
|
-$68.4K
|
-2,029
|
-7%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$714K
|
-$27.8K
|
-825
|
-4%
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
$685K
|
+$67.2K
|
+1,992
|
+10%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$665K
|
+$328K
|
+9,713
|
+91%
|
|
|
21
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$644K
|
-$27.4K
|
-814
|
-4%
|
|
|
22
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$356K
|
+$368K
|
+10,907
|
New
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$350K
|
+$109K
|
+3,231
|
+43%
|
|
|
24
|
Apeiron RIA
Dallas,
Texas
|
$335K
|
+$79.8K
|
+2,366
|
+30%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$312K
|
+$323K
|
+9,587
|
New
|
|
