|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$91.3M
|
+$2.34M
|
+71,848
|
+3%
|
|
|
2
|
Diversified Enterprises
Wilmington,
Delaware
|
$51.7M
|
-$982K
|
-30,116
|
-2%
|
|
|
3
|
Chatterton & Associates
Anaheim,
California
|
$2.98M
|
+$176K
|
+5,388
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.5M
|
-$62.9K
|
-1,930
|
-2%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$2.21M
|
-$69.5K
|
-2,132
|
-3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.47M
|
+$88.5K
|
+2,715
|
+7%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.47M
|
+$261K
|
+8,000
|
+22%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.06M
|
+$4.43K
|
+136
|
+0.4%
|
|
|
9
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.02M
|
+$142K
|
+4,367
|
+16%
|
|
|
10
|
K2 Financial
Glendora,
California
|
$752K
|
+$7.01K
|
+215
|
+1%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$607K
|
+$7.4K
|
+227
|
+1%
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$578K
|
+$1.89K
|
+58
|
+0.3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$485K
|
+$80.2K
|
+2,460
|
+20%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$457K
|
-$10.4K
|
-318
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$305K
|
-$29K
|
-890
|
-9%
|
|
|
16
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$286K
|
-$1.56K
|
-48
|
-0.5%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$275K
|
+$2.84K
|
+87
|
+1%
|
|
|
18
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$265K
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$243K
|
+$10.6K
|
+325
|
+5%
|
|
|
20
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$228K
|
+$228K
|
+6,978
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$220K
|
-$47.1K
|
-1,446
|
-18%
|
|
|
22
|
Foundry Financial Group
Laconia,
New Hampshire
|
$201K
|
+$201K
|
+6,150
|
New
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$154K
|
+$154K
|
+4,708
|
New
|
|
|
24
|
IMA Advisory Services
Denver,
Colorado
|
$111K
|
+$111K
|
+3,411
|
New
|
|
|
25
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$44.5K
|
+$44.4K
|
+1,362
|
New
|
|
