|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$621M
|
+$7.77M
|
+184,033
|
+1%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$114M
|
+$22.6M
|
+536,520
|
+24%
|
|
|
3
|
S&T Bank
Indiana,
Pennsylvania
|
$17.4M
|
+$1.86M
|
+44,185
|
+12%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
-$78.2K
|
-1,853
|
-0.6%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
-$30.9K
|
-731
|
-0.3%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.3M
|
-$193K
|
-4,582
|
-2%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.55M
|
+$1.2M
|
+28,518
|
+14%
|
|
|
8
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.33M
|
+$3.01M
|
+71,421
|
+68%
|
|
|
9
|
K2 Financial
Glendora,
California
|
$5.13M
|
+$16.4K
|
+389
|
+0.3%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.98M
|
-$644K
|
-15,256
|
-14%
|
|
|
11
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.76M
|
-$187K
|
-4,435
|
-6%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.4M
|
+$1.44K
|
+34
|
+0.1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.39M
|
-$20.9M
|
-495,260
|
-90%
|
|
|
14
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.21M
|
+$70K
|
+1,659
|
+3%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.08M
|
-$24.1K
|
-571
|
-1%
|
|
|
16
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.92M
|
-$57.6K
|
-1,365
|
-3%
|
|
|
17
|
United Advisor Group
Cincinnati,
Ohio
|
$1.78M
|
+$73.4K
|
+1,739
|
+4%
|
|
|
18
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.76M
|
+$296K
|
+7,017
|
+22%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$1.67M
|
-$27.8K
|
-658
|
-2%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.65M
|
-$501K
|
-11,866
|
-23%
|
|
|
21
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$1.61M
|
+$1.64M
|
+38,819
|
New
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$1.57M
|
+$43.2K
|
+1,023
|
+3%
|
|
|
23
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.41M
|
+$47K
|
+1,114
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.04M
|
+$265K
|
+6,282
|
+33%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.02M
|
+$32.7K
|
+775
|
+3%
|
|
