|
1
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$37.1M
|
+$36.8M
|
+1,327,339
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.8M
|
+$29M
|
+1,046,197
|
+1,124%
|
|
|
3
|
S&T Bank
Indiana,
Pennsylvania
|
$7.8M
|
+$270K
|
+9,745
|
+4%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.79M
|
-$19.9K
|
-718
|
-0.5%
|
|
|
5
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.29M
|
-$20.3K
|
-730
|
-0.9%
|
|
|
6
|
Apella Capital
West Hartford,
Connecticut
|
$1.76M
|
+$57.3K
|
+2,063
|
+3%
|
|
|
7
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.63M
|
+$8.94K
|
+322
|
+0.6%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$1.04M
|
+$34K
|
+1,224
|
+3%
|
|
|
9
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$957K
|
+$210K
|
+7,555
|
+28%
|
|
|
10
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$626K
|
+$30.9K
|
+1,114
|
+5%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$561K
|
+$207K
|
+7,459
|
+59%
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
$553K
|
+$24.6K
|
+887
|
+5%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$541K
|
+$538K
|
+19,376
|
New
|
|
|
14
|
Diversified Enterprises
Wilmington,
Delaware
|
$525K
|
+$115K
|
+4,159
|
+28%
|
|
|
15
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$412K
|
+$7.74K
|
+279
|
+2%
|
|
|
16
|
Cora Capital Advisors
Marlton,
New Jersey
|
$346K
|
+$51.5K
|
+1,856
|
+18%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$330K
|
+$328K
|
+11,806
|
New
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$300K
|
+$298K
|
+10,730
|
New
|
|
|
19
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$257K
|
+$24.8K
|
+895
|
+11%
|
|
|
20
|
United Advisor Group
Cincinnati,
Ohio
|
$239K
|
+$237K
|
+8,551
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$206K
|
+$205K
|
+7,380
|
New
|
|
|
22
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$104K
|
–
|
–
|
–
|
|
|
23
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$103K
|
+$102K
|
+3,675
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80K
|
-$128K
|
-4,594
|
-62%
|
|
|
25
|
|
$64.9K
|
+$57.3K
|
+2,064
|
+797%
|
|
