|
1
|
Sequent Planning
Omaha,
Nebraska
|
$7.71M
|
-$32.7K
|
-1,460
|
-0.4%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.19M
|
-$158K
|
-7,066
|
-3%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$5.14M
|
-$172K
|
-7,698
|
-3%
|
|
|
4
|
Prosperity Financial Group
San Ramon,
California
|
$4.76M
|
-$1.52M
|
-67,728
|
-24%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.78M
|
+$5.66K
|
+253
|
+0.2%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.99M
|
+$1.18M
|
+52,707
|
+139%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.57M
|
-$5.64M
|
-252,009
|
-78%
|
|
|
8
|
Maia Wealth
Denver,
Colorado
|
$1.44M
|
-$23.9K
|
-1,069
|
-2%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.41M
|
-$122K
|
-5,466
|
-8%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.29M
|
-$173K
|
-7,733
|
-12%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$117K
|
-5,236
|
-9%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$149K
|
+6,643
|
+16%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$927K
|
-$508K
|
-22,701
|
-35%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$910K
|
+$406K
|
+18,143
|
+78%
|
|
|
15
|
Falcon Wealth Planning
Ontario,
California
|
$832K
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$776K
|
-$215K
|
-9,605
|
-21%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$693K
|
-$58.6K
|
-2,616
|
-8%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$632K
|
–
|
–
|
–
|
|
|
19
|
Ignite Planners
San Clemente,
California
|
$629K
|
–
|
–
|
–
|
|
|
20
|
Insigneo Advisory Services
Miami,
Florida
|
$568K
|
-$324K
|
-14,463
|
-36%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$552K
|
+$562K
|
+25,114
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$409K
|
+$98.2K
|
+4,384
|
+31%
|
|
|
23
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$406K
|
+$2.04K
|
+91
|
+0.5%
|
|
|
24
|
WealthGarden F.S.
El Segundo,
California
|
$377K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$368K
|
+$10.2K
|
+455
|
+3%
|
|
