|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$299M
|
+$23.5M
|
+613,643
|
+8%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$52.8M
|
+$12.2M
|
+317,745
|
+28%
|
|
|
3
|
S&T Bank
Indiana,
Pennsylvania
|
$7.95M
|
+$1M
|
+26,245
|
+14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.86M
|
+$63.5K
|
+1,660
|
+1%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$5.55M
|
+$76.8K
|
+2,008
|
+1%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.38M
|
+$282K
|
+7,377
|
+5%
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.33M
|
+$3.51M
|
+91,851
|
+168%
|
|
|
8
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$4.68M
|
+$299K
|
+7,819
|
+6%
|
|
|
9
|
K2 Financial
Glendora,
California
|
$2.48M
|
+$170K
|
+4,433
|
+7%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.79M
|
-$162K
|
-4,224
|
-8%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
+$245K
|
+6,400
|
+21%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.32M
|
+$15.5K
|
+404
|
+1%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.13M
|
+$83.6K
|
+2,185
|
+8%
|
|
|
14
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.06M
|
+$98.2K
|
+2,566
|
+10%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$996K
|
+$54.4K
|
+1,421
|
+5%
|
|
|
16
|
Diversified Enterprises
Wilmington,
Delaware
|
$917K
|
+$28.7K
|
+749
|
+3%
|
|
|
17
|
United Advisor Group
Cincinnati,
Ohio
|
$851K
|
+$80.1K
|
+2,094
|
+10%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$832K
|
-$9.34M
|
-243,959
|
-91%
|
|
|
19
|
Compass Capital Corp
Braintree,
Massachusetts
|
$819K
|
+$165K
|
+4,322
|
+26%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$808K
|
+$21.5K
|
+562
|
+3%
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$754K
|
+$80.1K
|
+2,094
|
+11%
|
|
|
22
|
Cahill Financial Advisors
Edina,
Minnesota
|
$741K
|
-$243K
|
-6,341
|
-24%
|
|
|
23
|
WPG Advisers
Baltimore,
Maryland
|
$613K
|
-$6.93K
|
-181
|
-1%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$550K
|
+$341K
|
+8,912
|
+144%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$481K
|
+$45.5K
|
+1,190
|
+10%
|
|
