|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$82.2M
|
-$3.07M
|
-102,848
|
-4%
|
|
|
2
|
Pollock Investment Advisors
Ann Arbor,
Michigan
|
$35.9M
|
+$36.8M
|
+1,232,476
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.9M
|
-$155K
|
-5,206
|
-5%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.75M
|
-$194K
|
-6,487
|
-6%
|
|
|
5
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$962K
|
-$46K
|
-1,540
|
-4%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$824K
|
+$83.1K
|
+2,783
|
+11%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$722K
|
+$128K
|
+4,294
|
+21%
|
|
|
8
|
K2 Financial
Glendora,
California
|
$657K
|
+$682K
|
+22,844
|
New
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$584K
|
+$13.7K
|
+460
|
+2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$506K
|
+$260K
|
+8,706
|
+100%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$492K
|
+$505K
|
+16,900
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$413K
|
-$38.8K
|
-1,298
|
-8%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$320K
|
-$10.9K
|
-365
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$270K
|
+$71.7K
|
+2,401
|
+35%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$266K
|
+$273K
|
+9,126
|
New
|
|
|
16
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$236K
|
+$242K
|
+8,100
|
New
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$144K
|
+$38.3K
|
+1,281
|
+35%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$88.5K
|
+$90.7K
|
+3,038
|
New
|
|
|
19
|
WPG Advisers
Baltimore,
Maryland
|
$45.8K
|
+$46.9K
|
+1,571
|
New
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$32K
|
+$28.4K
|
+952
|
+648%
|
|
|
21
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$32K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29K
|
-$32K
|
-1,073
|
-52%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$7.81K
|
+$4.12K
|
+138
|
+106%
|
|
|
24
|
Whipplewood Advisors
Littleton,
Colorado
|
$3K
|
+$3.08K
|
+103
|
New
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$2.94K
|
–
|
–
|
–
|
|
