|
1
|
Sequent Planning
Omaha,
Nebraska
|
$7.9M
|
+$2M
|
+89,655
|
+34%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$7.26M
|
+$4.36M
|
+196,111
|
+154%
|
|
|
3
|
Prosperity Financial Group
San Ramon,
California
|
$6.38M
|
+$6.33M
|
+284,402
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.45M
|
+$3.38M
|
+151,998
|
+167%
|
|
|
5
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$5.42M
|
+$5.37M
|
+241,392
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$2.53M
|
+113,590
|
+918%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.56M
|
+$1.55M
|
+69,432
|
New
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$1.49M
|
+$41.3K
|
+1,854
|
+3%
|
|
|
9
|
Maia Wealth
Denver,
Colorado
|
$1.48M
|
+$1.48M
|
+66,564
|
New
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.46M
|
+$1.44M
|
+64,834
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.27M
|
+$545K
|
+24,489
|
+76%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.01M
|
+$392K
|
+17,629
|
+65%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$954K
|
-$137K
|
-6,159
|
-13%
|
|
|
14
|
Insigneo Advisory Services
Miami,
Florida
|
$905K
|
+$232K
|
+10,411
|
+35%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$852K
|
+$256K
|
+11,487
|
+43%
|
|
|
16
|
Falcon Wealth Planning
Ontario,
California
|
$849K
|
+$842K
|
+37,840
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$766K
|
-$129K
|
-5,812
|
-15%
|
|
|
18
|
Ignite Planners
San Clemente,
California
|
$645K
|
-$5.56K
|
-250
|
-0.9%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$645K
|
–
|
–
|
–
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$522K
|
+$517K
|
+23,246
|
New
|
|
|
21
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$460K
|
+$456K
|
+20,471
|
New
|
|
|
22
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$412K
|
+$183K
|
+8,202
|
+81%
|
|
|
23
|
WealthGarden F.S.
El Segundo,
California
|
$388K
|
+$382K
|
+17,149
|
New
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$366K
|
+$197K
|
+8,871
|
+120%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$320K
|
+$75.1K
|
+3,374
|
+31%
|
|
