|
1
|
Sequent Planning
Omaha,
Nebraska
|
$51.1M
|
+$49M
|
+1,797,471
|
+3,016%
|
|
|
2
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$49.5M
|
+$49M
|
+1,795,627
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4M
|
+$6.48M
|
+237,648
|
+47%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12M
|
-$188K
|
-6,911
|
-2%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$8.33M
|
+$8.25M
|
+302,411
|
New
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$7.82M
|
+$1.34M
|
+49,175
|
+21%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.12M
|
+$619K
|
+22,706
|
+11%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$5.33M
|
-$488K
|
-17,910
|
-8%
|
|
|
9
|
SMART Wealth
Omaha,
Nebraska
|
$4.95M
|
-$1.91M
|
-70,062
|
-28%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.36M
|
-$19.4K
|
-712
|
-0.6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.33M
|
-$13.6M
|
-498,304
|
-80%
|
|
|
12
|
Kaye Capital Management
El Segundo,
California
|
$3.22M
|
-$67K
|
-2,458
|
-2%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$3.09M
|
+$45K
|
+1,649
|
+1%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$2.76M
|
+$121K
|
+4,446
|
+5%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.67M
|
-$609K
|
-22,334
|
-19%
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.6M
|
+$2.58M
|
+94,482
|
New
|
|
|
17
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.57M
|
-$122K
|
-4,480
|
-5%
|
|
|
18
|
Purus Wealth Management
Newport Beach,
California
|
$2.5M
|
-$52K
|
-1,908
|
-2%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$2.27M
|
-$14.3K
|
-526
|
-0.6%
|
|
|
20
|
|
$2.02M
|
+$1.67M
|
+61,379
|
+512%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$1.95M
|
-$10K
|
-368
|
-0.5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$113K
|
+4,152
|
+6%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.88M
|
+$792K
|
+29,040
|
+74%
|
|
|
24
|
Creekmur Asset Management
Morton,
Illinois
|
$1.45M
|
-$2.24K
|
-82
|
-0.2%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.25M
|
-$6.76K
|
-248
|
-0.5%
|
|
