|
1
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$63M
|
+$6.17M
|
+197,812
|
+12%
|
|
|
2
|
S&T Bank
Indiana,
Pennsylvania
|
$11.6M
|
+$1.08M
|
+34,627
|
+11%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$6.71M
|
+$2.41M
|
+77,136
|
+63%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.55M
|
-$349K
|
-11,199
|
-10%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.45M
|
+$2.27M
|
+72,756
|
+241%
|
|
|
6
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.72M
|
+$83.1K
|
+2,664
|
+3%
|
|
|
7
|
Apella Capital
West Hartford,
Connecticut
|
$1.64M
|
-$336K
|
-10,770
|
-18%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$1.24M
|
-$4.43K
|
-142
|
-0.4%
|
|
|
9
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$958K
|
+$891K
|
+28,556
|
New
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$907K
|
+$844K
|
+27,045
|
New
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$888K
|
+$99.4K
|
+3,187
|
+13%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$778K
|
+$723K
|
+23,187
|
New
|
|
|
13
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$753K
|
-$13.4K
|
-431
|
-2%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$663K
|
+$4.96K
|
+159
|
+0.8%
|
|
|
15
|
Diversified Enterprises
Wilmington,
Delaware
|
$592K
|
-$28.4K
|
-912
|
-5%
|
|
|
16
|
LexAurum Advisors
Overland Park,
Kansas
|
$489K
|
-$14.2K
|
-456
|
-3%
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
$415K
|
-$281
|
-9
|
-0.1%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$367K
|
-$244K
|
-7,809
|
-42%
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
$340K
|
+$21K
|
+674
|
+7%
|
|
|
20
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$331K
|
+$7.71K
|
+247
|
+3%
|
|
|
21
|
Apeiron RIA
Dallas,
Texas
|
$264K
|
+$169K
|
+5,409
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$209K
|
+$194K
|
+6,229
|
New
|
|
|
23
|
AmeriFlex Group
Las Vegas,
Nevada
|
$197K
|
+$183K
|
+5,866
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$168K
|
+$124K
|
+3,962
|
+379%
|
|
|
25
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$124K
|
–
|
–
|
–
|
|
