|
1
|
Sequent Planning
Omaha,
Nebraska
|
$16.2M
|
+$19M
|
+885,024
|
New
|
|
|
2
|
Maia Wealth
Denver,
Colorado
|
$7.34M
|
+$3.33M
|
+154,918
|
+63%
|
|
|
3
|
SMART Wealth
Omaha,
Nebraska
|
$4.06M
|
-$672K
|
-31,278
|
-12%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.69M
|
-$343K
|
-15,963
|
-7%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.44M
|
+$2.44M
|
+113,365
|
+576%
|
|
|
6
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$1.85M
|
-$51.7K
|
-2,408
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$58.2K
|
+2,710
|
+5%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$887K
|
+$103K
|
+4,799
|
+11%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$700K
|
+$282K
|
+13,106
|
+52%
|
|
|
10
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$592K
|
+$53.7K
|
+2,499
|
+8%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$531K
|
+$182K
|
+8,491
|
+42%
|
|
|
12
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$471K
|
-$21.4K
|
-994
|
-4%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$322K
|
-$91.3K
|
-4,250
|
-19%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$281K
|
+$21.3K
|
+991
|
+7%
|
|
|
15
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$246K
|
+$287K
|
+13,341
|
New
|
|
|
16
|
Axxcess Wealth Management
Carlsbad,
California
|
$245K
|
+$287K
|
+13,341
|
New
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$197K
|
+$231K
|
+10,744
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$192K
|
+$110K
|
+5,126
|
+96%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$140K
|
+$164K
|
+7,625
|
New
|
|
|
20
|
Synergy Asset Management
Vancouver,
Washington
|
$87.3K
|
+$83.1K
|
+3,868
|
New
|
|
|
21
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$64K
|
–
|
–
|
–
|
|
|
22
|
Park Square Financial Group
Roswell,
Georgia
|
$55.9K
|
+$65.4K
|
+3,044
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$26.1K
|
+$30.5K
|
+1,420
|
New
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
25
|
Centricity Wealth Management
Westerville,
Ohio
|
$4.59K
|
+$5.37K
|
+250
|
New
|
|
