|
1
|
Sequent Planning
Omaha,
Nebraska
|
$61.9M
|
+$2.94M
|
+108,130
|
+5%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$6.36M
|
+233,642
|
+86%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.2M
|
-$12.1M
|
-443,257
|
-48%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
-$522K
|
-19,155
|
-4%
|
|
|
5
|
Kaye Capital Management
El Segundo,
California
|
$13M
|
+$1.61M
|
+58,971
|
+15%
|
|
|
6
|
Modern Wealth Management
Lenexa,
Kansas
|
$13M
|
+$12M
|
+441,852
|
New
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$10.7M
|
+$1.3M
|
+47,909
|
+15%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$9.01M
|
+$1.25M
|
+45,806
|
+18%
|
|
|
9
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$7.22M
|
+$127K
|
+4,674
|
+2%
|
|
|
10
|
SMART Wealth
Omaha,
Nebraska
|
$5.4M
|
+$397K
|
+14,595
|
+9%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$4.68M
|
-$390K
|
-14,304
|
-8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$1.28M
|
+46,886
|
+44%
|
|
|
13
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.39M
|
+$25.8K
|
+949
|
+0.6%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$3.31M
|
+$3.07M
|
+112,718
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.3M
|
-$457K
|
-16,792
|
-13%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$2.73M
|
-$237K
|
-8,711
|
-9%
|
|
|
17
|
Purus Wealth Management
Newport Beach,
California
|
$2.57M
|
-$28.8K
|
-1,059
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.39M
|
-$210K
|
-7,720
|
-9%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$2.38M
|
+$34.1K
|
+1,252
|
+2%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.33M
|
-$20.4K
|
-750
|
-0.9%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$2.25M
|
+$486K
|
+17,839
|
+30%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.14M
|
-$792K
|
-29,094
|
-29%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$2.09M
|
+$106K
|
+3,900
|
+6%
|
|
|
24
|
FWG Investments
Lexington,
Kentucky
|
$2.01M
|
+$677K
|
+24,874
|
+57%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.84M
|
+$105K
|
+3,845
|
+7%
|
|
