|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$341M
|
+$16.8M
|
+432,507
|
+5%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$64.9M
|
+$7.57M
|
+194,714
|
+13%
|
|
|
3
|
S&T Bank
Indiana,
Pennsylvania
|
$9.83M
|
+$1.21M
|
+31,055
|
+14%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.79M
|
+$1.99M
|
+51,176
|
+35%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.42M
|
+$77.2K
|
+1,986
|
+1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$6.05M
|
+$34.6K
|
+891
|
+0.6%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.98M
|
+$150K
|
+3,872
|
+3%
|
|
|
8
|
K2 Financial
Glendora,
California
|
$2.69M
|
+$107K
|
+2,743
|
+4%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.16M
|
+$167K
|
+4,302
|
+9%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$1.63M
|
+$1.61M
|
+41,412
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
+$40.1K
|
+1,033
|
+3%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.45M
|
+$17.7K
|
+455
|
+1%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.23M
|
+$10.8K
|
+279
|
+0.9%
|
|
|
14
|
|
$1.15M
|
+$1.13M
|
+29,099
|
New
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$1.14M
|
+$1.05M
|
+27,089
|
New
|
|
|
16
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.1M
|
+$203K
|
+5,234
|
+25%
|
|
|
17
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.08M
|
+$89.1K
|
+2,292
|
+9%
|
|
|
18
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$968K
|
+$954K
|
+24,551
|
New
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
$933K
|
+$11.5K
|
+297
|
+1%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$833K
|
+$16.2K
|
+418
|
+2%
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
$784K
|
-$17.6K
|
-454
|
-2%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$713K
|
-$127K
|
-3,276
|
-16%
|
|
|
23
|
WPG Advisers
Baltimore,
Maryland
|
$651K
|
-$11.9K
|
-307
|
-2%
|
|
|
24
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$534K
|
+$13.1K
|
+338
|
+3%
|
|
|
25
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$465K
|
+$16K
|
+413
|
+4%
|
|
