|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$3.41億
|
+$1681万
|
+432,507
|
+5%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$6486万
|
+$757万
|
+194,714
|
+13%
|
|
|
3
|
S&T Bank
Indiana,
Pennsylvania
|
$983万
|
+$121万
|
+31,055
|
+14%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$779万
|
+$199万
|
+51,176
|
+35%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$642万
|
+$7.72万
|
+1,986
|
+1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$605万
|
+$3.46万
|
+891
|
+0.6%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$598万
|
+$15万
|
+3,872
|
+3%
|
|
|
8
|
K2 Financial
Glendora,
California
|
$269万
|
+$10.7万
|
+2,743
|
+4%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$216万
|
+$16.7万
|
+4,302
|
+9%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$163万
|
+$161万
|
+41,412
|
新規
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$150万
|
+$4.01万
|
+1,033
|
+3%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$145万
|
+$1.77万
|
+455
|
+1%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$123万
|
+$1.08万
|
+279
|
+0.9%
|
|
|
14
|
|
$115万
|
+$113万
|
+29,099
|
新規
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$114万
|
+$105万
|
+27,089
|
新規
|
|
|
16
|
Compass Capital Corp
Braintree,
Massachusetts
|
$110万
|
+$20.3万
|
+5,234
|
+25%
|
|
|
17
|
Diversified Enterprises
Wilmington,
Delaware
|
$108万
|
+$8.91万
|
+2,292
|
+9%
|
|
|
18
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$96.8万
|
+$95.4万
|
+24,551
|
新規
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
$93.3万
|
+$1.15万
|
+297
|
+1%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$83.3万
|
+$1.62万
|
+418
|
+2%
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
$78.4万
|
-$1.76万
|
-454
|
-2%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$71.3万
|
-$12.7万
|
-3,276
|
-16%
|
|
|
23
|
WPG Advisers
Baltimore,
Maryland
|
$65.1万
|
-$1.19万
|
-307
|
-2%
|
|
|
24
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$53.4万
|
+$1.31万
|
+338
|
+3%
|
|
|
25
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$46.5万
|
+$1.6万
|
+413
|
+4%
|
|
