|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$212M
|
-$763K
|
-22,654
|
-0.4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.63M
|
-$246K
|
-7,296
|
-5%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$4.47M
|
-$255K
|
-7,586
|
-6%
|
|
|
4
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$4.17M
|
-$68.5K
|
-2,036
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.79M
|
+$274K
|
+8,143
|
+19%
|
|
|
6
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.25M
|
+$303
|
+9
|
+0%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.11M
|
+$138K
|
+4,109
|
+15%
|
|
|
8
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$865K
|
-$62.2K
|
-1,847
|
-7%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$779K
|
+$96.4K
|
+2,865
|
+15%
|
|
|
10
|
Csenge Advisory Group
Clearwater,
Florida
|
$742K
|
+$48.6K
|
+1,443
|
+7%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$742K
|
+$56.5K
|
+1,678
|
+9%
|
|
|
12
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$539K
|
+$12.7K
|
+378
|
+3%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$516K
|
-$12.7K
|
-378
|
-2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$326K
|
-$407K
|
-12,103
|
-56%
|
|
|
15
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$266K
|
+$13.4K
|
+397
|
+5%
|
|
|
16
|
My Legacy Advisors
Bend,
Oregon
|
$260K
|
-$15.2K
|
-453
|
-6%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$157K
|
+$7.04K
|
+209
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85K
|
-$102K
|
-3,039
|
-56%
|
|
|
19
|
Continuum Advisory
Eagle,
Idaho
|
$52.5K
|
-$18.5K
|
-550
|
-27%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$40.6K
|
+$23K
|
+682
|
+142%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
+$12.2K
|
+361
|
New
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8.84K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$7.99K
|
-$2.52K
|
-75
|
-25%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$7.85K
|
+$7.57K
|
+225
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$7.32K
|
+$7.07K
|
+210
|
New
|
|
