|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$614M
|
+$15.6M
|
+329,618
|
+3%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$110M
|
+$23.3M
|
+493,849
|
+26%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$26.2M
|
+$22.7M
|
+481,375
|
+512%
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
$16.7M
|
+$1.97M
|
+41,643
|
+13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
+$28.9K
|
+612
|
+0.2%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
+$66.3K
|
+1,403
|
+0.6%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.1M
|
+$6.85K
|
+145
|
+0.1%
|
|
|
8
|
K2 Financial
Glendora,
California
|
$5.32M
|
+$87.5K
|
+1,853
|
+2%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.93M
|
-$520K
|
-11,005
|
-12%
|
|
|
10
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.7M
|
-$137K
|
-2,909
|
-5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.65M
|
+$407K
|
+8,622
|
+17%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.36M
|
+$57.2K
|
+1,211
|
+2%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.18M
|
+$73.8K
|
+1,562
|
+3%
|
|
|
14
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$2.17M
|
+$494K
|
+10,466
|
+28%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.05M
|
+$4.16K
|
+88
|
+0.2%
|
|
|
16
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.89M
|
-$32.4K
|
-687
|
-2%
|
|
|
17
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.77M
|
+$280K
|
+5,939
|
+21%
|
|
|
18
|
United Advisor Group
Cincinnati,
Ohio
|
$1.75M
|
+$81K
|
+1,716
|
+5%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$1.73M
|
-$44.1K
|
-933
|
-3%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.62M
|
-$518K
|
-10,967
|
-24%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.59M
|
-$20.3M
|
-430,923
|
-93%
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$1.53M
|
+$71.2K
|
+1,507
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1M
|
+$219K
|
+4,638
|
+27%
|
|
|
24
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1M
|
+$48.5K
|
+1,028
|
+5%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$930K
|
+$964K
|
+20,419
|
New
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