|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$84.7M
|
-$1.52M
|
-50,795
|
-2%
|
|
|
2
|
Pollock Investment Advisors
Ann Arbor,
Michigan
|
$37.8M
|
+$73.9K
|
+2,470
|
+0.2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.61M
|
-$421K
|
-14,068
|
-14%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.42M
|
-$463K
|
-15,464
|
-16%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$979K
|
+$111K
|
+3,712
|
+13%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$720K
|
+$185K
|
+6,171
|
+36%
|
|
|
7
|
K2 Financial
Glendora,
California
|
$665K
|
+$7.9K
|
+264
|
+1%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$560K
|
-$51.7K
|
-1,728
|
-9%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$432K
|
+$17.7K
|
+591
|
+19%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$409K
|
+$400K
|
+13,376
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$336K
|
+$329
|
+11
|
+0.1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$320K
|
+$35.6K
|
+1,189
|
+13%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$284K
|
+$4.7K
|
+157
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$251K
|
-$179K
|
-5,988
|
-42%
|
|
|
15
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$248K
|
–
|
–
|
–
|
|
|
16
|
Diversified Enterprises
Wilmington,
Delaware
|
$213K
|
+$208K
|
+6,964
|
New
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$144K
|
–
|
–
|
–
|
|
|
18
|
WPG Advisers
Baltimore,
Maryland
|
$38.1K
|
-$9.73K
|
-325
|
-21%
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$33.6K
|
–
|
–
|
–
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$33.6K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28K
|
-$2.37K
|
-79
|
-8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$23.9K
|
+$15.4K
|
+514
|
+192%
|
|
|
23
|
|
$7.65K
|
+$7.48K
|
+250
|
New
|
|
|
24
|
Binnacle Investments
Urbandale,
Iowa
|
$7.34K
|
+$7.18K
|
+240
|
New
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$4.01K
|
+$898
|
+30
|
+30%
|
|
