|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$383M
|
-$9.97M
|
-256,818
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.53M
|
-$716K
|
-18,462
|
-7%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$8.09M
|
-$774K
|
-19,942
|
-8%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.41M
|
+$2.53M
|
+65,185
|
+222%
|
|
|
5
|
K2 Financial
Glendora,
California
|
$2.9M
|
+$388K
|
+10,005
|
+13%
|
|
|
6
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.51M
|
+$2.7M
|
+69,694
|
New
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.48M
|
+$160K
|
+4,111
|
+6%
|
|
|
8
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$2.44M
|
+$361K
|
+9,291
|
+16%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.03M
|
-$2.95M
|
-75,950
|
-57%
|
|
|
10
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.82M
|
-$366K
|
-9,431
|
-16%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.53M
|
-$80.8K
|
-2,082
|
-5%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.52M
|
-$23.9K
|
-616
|
-1%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.46M
|
+$197K
|
+5,087
|
+13%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.38M
|
-$244K
|
-6,279
|
-14%
|
|
|
15
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.34M
|
+$1.44M
|
+37,229
|
New
|
|
|
16
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.04M
|
-$218K
|
-5,623
|
-15%
|
|
|
17
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1M
|
-$49.4K
|
-1,274
|
-4%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$992K
|
-$37.1K
|
-955
|
-3%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$981K
|
+$1.06M
|
+27,209
|
New
|
|
|
20
|
OneAscent Financial Services
Birmingham,
Alabama
|
$981K
|
+$1.06M
|
+27,209
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$880K
|
+$408K
|
+10,502
|
+76%
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$880K
|
-$62.8K
|
-1,617
|
-6%
|
|
|
23
|
Diversified Enterprises
Wilmington,
Delaware
|
$614K
|
+$660K
|
+17,015
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$519K
|
-$9.12K
|
-235
|
-2%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$515K
|
+$81K
|
+2,088
|
+17%
|
|
