|
1
|
Sequent Planning
Omaha,
Nebraska
|
$5.69M
|
-$53.1K
|
-2,629
|
-1%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$4.74M
|
+$817K
|
+40,427
|
+22%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.85M
|
+$122K
|
+6,025
|
+7%
|
|
|
4
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1.83M
|
–
|
–
|
–
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.37M
|
+$6.12K
|
+303
|
+0.5%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
+$1.02M
|
+50,245
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$974K
|
-$409K
|
-20,262
|
-31%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$785K
|
+$160K
|
+7,922
|
+27%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$679K
|
+$248K
|
+12,271
|
+62%
|
|
|
10
|
Insigneo Advisory Services
Miami,
Florida
|
$635K
|
-$40.4K
|
-2,000
|
-6%
|
|
|
11
|
Ignite Planners
San Clemente,
California
|
$627K
|
–
|
–
|
–
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$610K
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$580K
|
+$552K
|
+27,311
|
New
|
|
|
14
|
MGO One Seven
Beachwood,
Ohio
|
$281K
|
+$267K
|
+13,220
|
New
|
|
|
15
|
Grantvest Financial Group
Matawan,
New Jersey
|
$250K
|
-$49.8K
|
-2,467
|
-17%
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$246K
|
–
|
–
|
–
|
|
|
17
|
Diligent Investors
Redlands,
California
|
$231K
|
-$101K
|
-5,000
|
-31%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$230K
|
+$219K
|
+10,833
|
New
|
|
|
19
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$216K
|
-$47.3K
|
-2,339
|
-19%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$108K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86K
|
+$81.5K
|
+4,036
|
New
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$37.3K
|
–
|
–
|
–
|
|
|
23
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$31.9K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$27.6K
|
+1,365
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.4K
|
–
|
–
|
–
|
|
