|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$420M
|
-$52M
|
-1,352,771
|
-11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.85M
|
-$661K
|
-17,184
|
-6%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$9.43M
|
-$700K
|
-18,203
|
-7%
|
|
|
4
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$8.19M
|
-$957K
|
-24,886
|
-11%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.11M
|
+$1.25M
|
+32,569
|
+33%
|
|
|
6
|
K2 Financial
Glendora,
California
|
$3.02M
|
+$3M
|
+77,880
|
New
|
|
|
7
|
Atria Wealth Solutions
New York
|
$2.51M
|
+$2.5M
|
+65,002
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.49M
|
+$20.5K
|
+532
|
+0.8%
|
|
|
9
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.31M
|
-$521K
|
-13,542
|
-18%
|
|
|
10
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$2.25M
|
+$2.24M
|
+58,321
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.72M
|
-$17.3K
|
-449
|
-1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.72M
|
+$26.7K
|
+695
|
+2%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.65M
|
-$280K
|
-7,275
|
-15%
|
|
|
14
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$1.57M
|
+$1.56M
|
+40,586
|
New
|
|
|
15
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.46M
|
-$149K
|
-3,873
|
-9%
|
|
|
16
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.45M
|
+$1.44M
|
+37,463
|
New
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.14M
|
+$1.13M
|
+29,419
|
New
|
|
|
18
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.12M
|
-$88.4K
|
-2,297
|
-7%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.1M
|
+$1.1M
|
+28,470
|
New
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.03M
|
-$129K
|
-3,342
|
-11%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$727K
|
+$319K
|
+8,291
|
+79%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$565K
|
+$158K
|
+4,105
|
+39%
|
|
|
23
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$553K
|
-$46.9K
|
-1,218
|
-8%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$537K
|
-$359K
|
-9,336
|
-40%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$484K
|
-$11.3K
|
-293
|
-2%
|
|
