|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$606M
|
-$525K
|
-11,514
|
-0.1%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$88.4M
|
+$87.3M
|
+1,916,324
|
+265,419%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.5M
|
+$19.5M
|
+428,161
|
+1,141%
|
|
|
4
|
Yeomans Consulting Group
Marietta,
Georgia
|
$16.9M
|
+$16.7M
|
+367,435
|
New
|
|
|
5
|
S&T Bank
Indiana,
Pennsylvania
|
$15M
|
+$675K
|
+14,825
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$128K
|
-2,811
|
-1%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$11.6M
|
-$156K
|
-3,420
|
-1%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.3M
|
-$92.9K
|
-2,039
|
-0.8%
|
|
|
9
|
K2 Financial
Glendora,
California
|
$4.84M
|
-$57.9K
|
-1,272
|
-1%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.54M
|
+$58.9K
|
+1,294
|
+1%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.34M
|
+$72K
|
+1,580
|
+2%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$3.08M
|
+$3.04M
|
+66,800
|
New
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.87M
|
+$153K
|
+3,354
|
+6%
|
|
|
14
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$2.73M
|
+$486K
|
+10,666
|
+22%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.34M
|
-$29.8K
|
-654
|
-1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.28M
|
+$62.5K
|
+1,373
|
+3%
|
|
|
17
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.15M
|
-$281K
|
-6,171
|
-12%
|
|
|
18
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.13M
|
-$277K
|
-6,082
|
-12%
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.07M
|
+$2.05M
|
+44,963
|
New
|
|
|
20
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.95M
|
+$915K
|
+20,090
|
+91%
|
|
|
21
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$1.72M
|
+$503K
|
+11,047
|
+42%
|
|
|
22
|
United Advisor Group
Cincinnati,
Ohio
|
$1.69M
|
+$133K
|
+2,927
|
+9%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$1.61M
|
+$263K
|
+5,765
|
+20%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$1.48M
|
+$133K
|
+2,917
|
+10%
|
|
|
25
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.46M
|
+$40.5K
|
+889
|
+3%
|
|
