|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$209M
|
-$3.31M
|
-93,194
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.5M
|
-$142K
|
-3,988
|
-3%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$4.32M
|
-$167K
|
-4,697
|
-4%
|
|
|
4
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$4.09M
|
-$87.9K
|
-2,472
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$771K
|
+21,693
|
+42%
|
|
|
6
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$1.97M
|
+$2M
|
+56,249
|
New
|
|
|
7
|
K2 Financial
Glendora,
California
|
$1.49M
|
+$1.55M
|
+43,541
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.25M
|
+$132K
|
+3,702
|
+12%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$1.21M
|
+$1.24M
|
+34,732
|
New
|
|
|
10
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.12M
|
-$133K
|
-3,735
|
-10%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$871K
|
+$91.5K
|
+2,572
|
+12%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$818K
|
-$49.4K
|
-1,388
|
-6%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$768K
|
+$25.1K
|
+707
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$741K
|
+$422K
|
+11,868
|
+127%
|
|
|
15
|
Csenge Advisory Group
Clearwater,
Florida
|
$737K
|
-$4.62K
|
-130
|
-0.6%
|
|
|
16
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$645K
|
+$656K
|
+18,454
|
New
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$558K
|
+$568K
|
+15,972
|
New
|
|
|
18
|
Compass Capital Corp
Braintree,
Massachusetts
|
$554K
|
+$564K
|
+15,855
|
New
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$548K
|
+$558K
|
+15,680
|
New
|
|
|
20
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$545K
|
+$5.58K
|
+157
|
+1%
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$509K
|
-$6.47K
|
-182
|
-1%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$357K
|
+$364K
|
+10,228
|
New
|
|
|
23
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$272K
|
+$5.01K
|
+141
|
+2%
|
|
|
24
|
My Legacy Advisors
Bend,
Oregon
|
$260K
|
-$71
|
-2
|
-0%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$245K
|
+$250K
|
+7,026
|
New
|
|
