|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$409M
|
-$20.5M
|
-606,521
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.32M
|
-$267K
|
-7,899
|
-3%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$8.8M
|
-$465K
|
-13,760
|
-5%
|
|
|
4
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$7.97M
|
-$409K
|
-12,108
|
-5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.13M
|
+$1.54M
|
+45,539
|
+42%
|
|
|
6
|
K2 Financial
Glendora,
California
|
$2.95M
|
+$3.01M
|
+89,150
|
New
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.43M
|
+$182K
|
+5,386
|
+8%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$2.38M
|
+$2.43M
|
+71,942
|
New
|
|
|
9
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.23M
|
-$351K
|
-10,405
|
-13%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.7M
|
+$137K
|
+4,048
|
+9%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.61M
|
+$46.1K
|
+1,366
|
+3%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.6M
|
-$172K
|
-5,092
|
-10%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.44M
|
-$55.9K
|
-1,655
|
-4%
|
|
|
14
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.4M
|
+$1.42M
|
+42,154
|
New
|
|
|
15
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$1.17M
|
+$1.19M
|
+35,276
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.09M
|
+$1.11M
|
+32,872
|
New
|
|
|
17
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.08M
|
-$13.4K
|
-398
|
-1%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.07M
|
+$1.09M
|
+32,216
|
New
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$1M
|
-$57.7K
|
-1,707
|
-5%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$701K
|
+$343K
|
+10,156
|
+92%
|
|
|
21
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$534K
|
-$12.7K
|
-377
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$528K
|
+$152K
|
+4,508
|
+39%
|
|
|
23
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$465K
|
+$75.5K
|
+2,236
|
+19%
|
|
|
24
|
United Advisor Group
Cincinnati,
Ohio
|
$379K
|
-$10.6K
|
-314
|
-3%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$376K
|
+$51.7K
|
+1,532
|
+16%
|
|
