|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$453M
|
+$3.9M
|
+102,597
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.82M
|
-$142K
|
-3,752
|
-2%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$9.3M
|
-$139K
|
-3,656
|
-2%
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
$7.6M
|
+$6.47M
|
+170,417
|
+1,716%
|
|
|
5
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$6.42M
|
+$5.79M
|
+152,392
|
New
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.9M
|
-$78.6K
|
-2,070
|
-2%
|
|
|
7
|
K2 Financial
Glendora,
California
|
$3.58M
|
-$112K
|
-2,959
|
-3%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.28M
|
+$1.92M
|
+50,681
|
+186%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$3.23M
|
+$1.88M
|
+49,507
|
+182%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.05M
|
+$99.9K
|
+2,632
|
+4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.03M
|
+$119K
|
+3,146
|
+5%
|
|
|
12
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.91M
|
-$192K
|
-5,059
|
-10%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.82M
|
+$29K
|
+765
|
+2%
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.76M
|
+$51.6K
|
+1,360
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.71M
|
+$85.7K
|
+2,257
|
+6%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.68M
|
-$83.4K
|
-2,196
|
-5%
|
|
|
17
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.25M
|
-$124K
|
-3,258
|
-10%
|
|
|
18
|
United Advisor Group
Cincinnati,
Ohio
|
$1.22M
|
+$708K
|
+18,655
|
+182%
|
|
|
19
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.19M
|
+$16.6K
|
+436
|
+2%
|
|
|
20
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$1.13M
|
+$551K
|
+14,520
|
+118%
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$1.03M
|
+$114
|
+3
|
+0%
|
|
|
22
|
Diversified Enterprises
Wilmington,
Delaware
|
$835K
|
+$106K
|
+2,799
|
+16%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$753K
|
+$276K
|
+7,270
|
+69%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$636K
|
+$26.6K
|
+700
|
+5%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$620K
|
+$15.3K
|
+402
|
+3%
|
|
