|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$296M
|
+$5.91M
|
+153,530
|
+2%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$44.1M
|
+$43.6M
|
+1,133,245
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.4M
|
+$9.37M
|
+243,310
|
+1,037%
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
$7.48M
|
+$431K
|
+11,194
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.2M
|
-$40.5K
|
-1,053
|
-0.7%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$5.86M
|
-$54.9K
|
-1,426
|
-0.9%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.46M
|
+$44.1K
|
+1,146
|
+0.8%
|
|
|
8
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$4.7M
|
+$264K
|
+6,864
|
+6%
|
|
|
9
|
Yeomans Consulting Group
Marietta,
Georgia
|
$4.25M
|
+$4.21M
|
+109,229
|
New
|
|
|
10
|
K2 Financial
Glendora,
California
|
$2.33M
|
+$22.7K
|
+589
|
+1%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.12M
|
+$78.3K
|
+2,035
|
+4%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.07M
|
-$48.1K
|
-1,249
|
-2%
|
|
|
13
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$1.57M
|
+$269K
|
+6,997
|
+21%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$1.48M
|
+$1.47M
|
+38,140
|
New
|
|
|
15
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.4M
|
+$101K
|
+2,621
|
+8%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
+$28.9K
|
+751
|
+3%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.12M
|
+$8.43K
|
+219
|
+0.8%
|
|
|
18
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.04M
|
-$125K
|
-3,249
|
-11%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.03M
|
-$121K
|
-3,143
|
-11%
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.01M
|
+$999K
|
+25,937
|
New
|
|
|
21
|
Diversified Enterprises
Wilmington,
Delaware
|
$951K
|
+$459K
|
+11,914
|
+95%
|
|
|
22
|
United Advisor Group
Cincinnati,
Ohio
|
$829K
|
+$84.4K
|
+2,193
|
+11%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$792K
|
+$143K
|
+3,719
|
+22%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$725K
|
+$79.2K
|
+2,058
|
+12%
|
|
|
25
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$697K
|
+$34.3K
|
+891
|
+5%
|
|
