|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$206M
|
-$3.06M
|
-86,566
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.3M
|
-$202K
|
-5,720
|
-4%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$4.08M
|
-$235K
|
-6,653
|
-5%
|
|
|
4
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$2.46M
|
+$502K
|
+14,195
|
+25%
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.82M
|
+$1.27M
|
+36,062
|
+226%
|
|
|
6
|
K2 Financial
Glendora,
California
|
$1.53M
|
+$114K
|
+3,225
|
+7%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.45M
|
-$1.11M
|
-31,526
|
-43%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.32M
|
+$77K
|
+2,178
|
+6%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.24M
|
+$1.25M
|
+35,501
|
New
|
|
|
10
|
Cahill Financial Advisors
Edina,
Minnesota
|
$979K
|
-$146K
|
-4,134
|
-13%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$824K
|
-$46.9K
|
-1,328
|
-5%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$809K
|
-$8.34K
|
-236
|
-1%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$756K
|
+$52.4K
|
+1,484
|
+7%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$740K
|
-$28.5K
|
-806
|
-4%
|
|
|
15
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$706K
|
+$714K
|
+20,218
|
New
|
|
|
16
|
WPG Advisers
Baltimore,
Maryland
|
$585K
|
+$467K
|
+13,220
|
+375%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$539K
|
-$9.05K
|
-256
|
-2%
|
|
|
18
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$535K
|
-$10.6K
|
-300
|
-2%
|
|
|
19
|
Compass Capital Corp
Braintree,
Massachusetts
|
$506K
|
-$11.7K
|
-331
|
-2%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$466K
|
-$44.6K
|
-1,261
|
-9%
|
|
|
21
|
Diversified Enterprises
Wilmington,
Delaware
|
$327K
|
+$331K
|
+9,363
|
New
|
|
|
22
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$274K
|
+$37.7K
|
+1,067
|
+16%
|
|
|
23
|
Calton & Associates
Tampa,
Florida
|
$272K
|
+$275K
|
+7,792
|
New
|
|
|
24
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$265K
|
-$6.4K
|
-181
|
-2%
|
|
|
25
|
My Legacy Advisors
Bend,
Oregon
|
$259K
|
-$1.06K
|
-30
|
-0.4%
|
|
