|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.62M
|
-$93.2K
|
-3,897
|
-3%
|
|
|
2
|
S&T Bank
Indiana,
Pennsylvania
|
$3.42M
|
+$3.04M
|
+127,091
|
+2,014%
|
|
|
3
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.71M
|
+$2.52M
|
+105,565
|
New
|
|
|
4
|
Apeiron RIA
Dallas,
Texas
|
$2.54M
|
-$177K
|
-7,412
|
-7%
|
|
|
5
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.02M
|
+$35.1K
|
+1,469
|
+2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.77M
|
-$4.84M
|
-202,378
|
-75%
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$911K
|
+$4.93K
|
+206
|
+0.6%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$742K
|
+$693K
|
+28,962
|
New
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$627K
|
+$18.2K
|
+761
|
+3%
|
|
|
10
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$525K
|
+$32.3K
|
+1,351
|
+7%
|
|
|
11
|
Binnacle Investments
Urbandale,
Iowa
|
$428K
|
+$27.6K
|
+1,155
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$426K
|
+$311K
|
+12,999
|
+358%
|
|
|
13
|
LexAurum Advisors
Overland Park,
Kansas
|
$423K
|
-$116K
|
-4,862
|
-23%
|
|
|
14
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$382K
|
+$356K
|
+14,890
|
New
|
|
|
15
|
Diversified Enterprises
Wilmington,
Delaware
|
$374K
|
+$2.87K
|
+120
|
+0.8%
|
|
|
16
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$363K
|
+$13.7K
|
+573
|
+4%
|
|
|
17
|
Cora Capital Advisors
Marlton,
New Jersey
|
$270K
|
-$550
|
-23
|
-0.2%
|
|
|
18
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$222K
|
+$207K
|
+8,667
|
New
|
|
|
19
|
Merit Financial Group
Alpharetta,
Georgia
|
$214K
|
-$160K
|
-6,701
|
-45%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$95.3K
|
+$28.5K
|
+1,190
|
+47%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.1K
|
–
|
–
|
–
|
|
|
22
|
REAP Financial Group
Austin,
Texas
|
$7.95K
|
+$7.41K
|
+310
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Whipplewood Advisors
Littleton,
Colorado
|
$3.51K
|
-$7.01K
|
-293
|
-68%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$2.25K
|
+$2.1K
|
+88
|
New
|
|
