|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$399M
|
-$1.44M
|
-43,006
|
-0.3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.74M
|
-$410K
|
-12,223
|
-4%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$8.15M
|
-$487K
|
-14,508
|
-5%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.53M
|
+$2.54M
|
+75,795
|
+231%
|
|
|
5
|
K2 Financial
Glendora,
California
|
$2.98M
|
+$366K
|
+10,912
|
+12%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.58M
|
+$201K
|
+5,974
|
+8%
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.53M
|
+$2.62M
|
+77,960
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.33M
|
-$2.79M
|
-83,154
|
-54%
|
|
|
9
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.91M
|
-$282K
|
-8,412
|
-13%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.58M
|
-$83.8K
|
-2,498
|
-5%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.58M
|
+$10K
|
+298
|
+0.6%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.48M
|
+$176K
|
+5,238
|
+12%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.48M
|
-$99.4K
|
-2,960
|
-6%
|
|
|
14
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.38M
|
+$1.43M
|
+42,610
|
New
|
|
|
15
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.06M
|
-$215K
|
-6,403
|
-15%
|
|
|
16
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.04M
|
-$16.5K
|
-493
|
-2%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.04M
|
-$5.77K
|
-172
|
-0.5%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$913K
|
-$45.9K
|
-1,367
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$652K
|
+$335K
|
+9,980
|
+99%
|
|
|
20
|
Diversified Enterprises
Wilmington,
Delaware
|
$640K
|
+$662K
|
+19,723
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$538K
|
+$20.9K
|
+622
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$536K
|
+$332K
|
+9,882
|
+149%
|
|
|
23
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$534K
|
+$81.6K
|
+2,432
|
+17%
|
|
|
24
|
Calton & Associates
Tampa,
Florida
|
$532K
|
+$550K
|
+16,381
|
New
|
|
|
25
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$519K
|
-$5.1K
|
-152
|
-0.9%
|
|
