|
1
|
Sequent Planning
Omaha,
Nebraska
|
$5.78M
|
-$121K
|
-5,594
|
-2%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$2.8M
|
-$2.08M
|
-95,950
|
-43%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2M
|
+$78K
|
+3,606
|
+4%
|
|
|
4
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1.9M
|
–
|
–
|
–
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.42M
|
+$606
|
+28
|
+0%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$360K
|
+16,660
|
+52%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$879K
|
+$864K
|
+39,933
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$710K
|
-$295K
|
-13,623
|
-30%
|
|
|
9
|
Insigneo Advisory Services
Miami,
Florida
|
$658K
|
–
|
–
|
–
|
|
|
10
|
Ignite Planners
San Clemente,
California
|
$635K
|
-$9.8K
|
-453
|
-2%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$633K
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$600K
|
-$1.17K
|
-54
|
-0.2%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$583K
|
-$227K
|
-10,502
|
-28%
|
|
|
14
|
MGO One Seven
Beachwood,
Ohio
|
$277K
|
-$13.4K
|
-620
|
-5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$273K
|
+$268K
|
+12,379
|
New
|
|
|
16
|
Diligent Investors
Redlands,
California
|
$240K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$239K
|
+$606
|
+28
|
+0.3%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$238K
|
-$17.3K
|
-800
|
-7%
|
|
|
19
|
Grantvest Financial Group
Matawan,
New Jersey
|
$226K
|
-$32.8K
|
-1,517
|
-13%
|
|
|
20
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$224K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$163K
|
+$50K
|
+2,310
|
+45%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$89K
|
–
|
–
|
–
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$38.7K
|
–
|
–
|
–
|
|
|
24
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$33K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$30.8K
|
+$30.3K
|
+1,400
|
New
|
|
