|
1
|
Sequent Planning
Omaha,
Nebraska
|
$16.5M
|
-$880K
|
-27,727
|
-5%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
-$28.1M
|
-886,147
|
-66%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$13.3M
|
+$1.9M
|
+59,919
|
+17%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
-$2.17M
|
-68,475
|
-15%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$753K
|
-23,725
|
-6%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$7.95M
|
-$105K
|
-3,306
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.5M
|
+$955K
|
+30,097
|
+18%
|
|
|
8
|
Oppenheimer & Co
New York
|
$4.75M
|
+$3.61M
|
+113,812
|
+355%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$4.69M
|
-$221K
|
-6,970
|
-5%
|
|
|
10
|
SMART Wealth
Omaha,
Nebraska
|
$4.44M
|
-$565K
|
-17,787
|
-12%
|
|
|
11
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.28M
|
+$177K
|
+5,582
|
+4%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$3.71M
|
+$58.7K
|
+1,848
|
+2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.11M
|
-$202K
|
-6,350
|
-6%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$2.97M
|
+$68.5K
|
+2,157
|
+2%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$2.91M
|
+$379K
|
+11,945
|
+15%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.6M
|
-$30.1K
|
-948
|
-1%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.49M
|
+$15.9K
|
+500
|
+0.7%
|
|
|
18
|
Purus Wealth Management
Newport Beach,
California
|
$2.39M
|
-$298K
|
-9,394
|
-11%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$2.29M
|
-$7.94K
|
-250
|
-0.4%
|
|
|
20
|
|
$2.28M
|
+$2.01M
|
+63,322
|
+952%
|
|
|
21
|
FWG Investments
Lexington,
Kentucky
|
$2.17M
|
-$62.6K
|
-1,973
|
-3%
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.01M
|
+$7.37K
|
+232
|
+0.4%
|
|
|
23
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.7M
|
-$99.1K
|
-3,121
|
-6%
|
|
|
24
|
Ignite Planners
San Clemente,
California
|
$1.44M
|
+$16.3K
|
+515
|
+1%
|
|
|
25
|
Maia Wealth
Denver,
Colorado
|
$1.42M
|
+$1.4M
|
+44,092
|
New
|
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