|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$701M
|
-$15.5M
|
-337,951
|
-2%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$146M
|
+$13.4M
|
+293,496
|
+11%
|
|
|
3
|
S&T Bank
Indiana,
Pennsylvania
|
$21.9M
|
+$1.76M
|
+38,369
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$596K
|
-13,025
|
-4%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$13.5M
|
-$321K
|
-7,010
|
-2%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.4M
|
-$654K
|
-14,295
|
-5%
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.7M
|
+$3.08M
|
+67,334
|
+38%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.5M
|
-$536K
|
-11,716
|
-5%
|
|
|
9
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$9.65M
|
+$9.2M
|
+200,953
|
New
|
|
|
10
|
K2 Financial
Glendora,
California
|
$5.4M
|
-$187K
|
-4,097
|
-4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.79M
|
+$189K
|
+4,121
|
+4%
|
|
|
12
|
Two Sigma Investments
New York
|
$4.47M
|
+$4.26M
|
+93,100
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$3.55M
|
+$3.38M
|
+73,903
|
New
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.97M
|
-$199K
|
-4,355
|
-7%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.58M
|
-$180K
|
-3,941
|
-7%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$2.27M
|
+$2.05M
|
+44,836
|
New
|
|
|
17
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.26M
|
+$44.3K
|
+969
|
+2%
|
|
|
18
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.25M
|
+$561K
|
+12,259
|
+35%
|
|
|
19
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.25M
|
+$258K
|
+5,648
|
+15%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.13M
|
-$596K
|
-13,019
|
-23%
|
|
|
21
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$2.13M
|
+$2.03M
|
+44,357
|
New
|
|
|
22
|
United Advisor Group
Cincinnati,
Ohio
|
$1.96M
|
-$95.2K
|
-2,081
|
-5%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.77M
|
-$128K
|
-2,799
|
-7%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$1.74M
|
-$76.5K
|
-1,671
|
-4%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$1.5M
|
-$307K
|
-6,700
|
-18%
|
|
