|
1
|
Sequent Planning
Omaha,
Nebraska
|
$63.1M
|
+$61.8M
|
+2,380,423
|
New
|
|
|
2
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$12.9M
|
+$12.6M
|
+486,502
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$10.5M
|
+$2.33M
|
+89,831
|
+29%
|
|
|
4
|
O'Donnell Financial Services
San Rafael,
California
|
$10.3M
|
-$747K
|
-28,751
|
-7%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.21M
|
+$1.64M
|
+63,208
|
+26%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.02M
|
+$3.79M
|
+145,768
|
+93%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.43M
|
+$4.27M
|
+164,282
|
+141%
|
|
|
8
|
|
$6.2M
|
+$6.08M
|
+234,121
|
New
|
|
|
9
|
Kaye Capital Management
El Segundo,
California
|
$5.72M
|
-$225K
|
-8,670
|
-4%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$5.16M
|
+$4.2M
|
+161,588
|
+489%
|
|
|
11
|
EWG Elevate
Roseville,
California
|
$4.98M
|
+$4.88M
|
+187,972
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.57M
|
+$3.47M
|
+133,676
|
+345%
|
|
|
13
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$4.15M
|
+$4.07M
|
+156,682
|
New
|
|
|
14
|
RiverTree Advisors
Winter Park,
Florida
|
$3.79M
|
-$136K
|
-5,238
|
-4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.56M
|
+$97.6K
|
+3,760
|
+3%
|
|
|
16
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.21M
|
+$879K
|
+33,867
|
+39%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.19M
|
+$1.56M
|
+59,956
|
+99%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$3.04M
|
+$709K
|
+27,316
|
+31%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.77M
|
-$621K
|
-23,895
|
-19%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$2.32M
|
+$85.7K
|
+3,300
|
+4%
|
|
|
21
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$2.29M
|
–
|
–
|
–
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$1.92M
|
+$1.88M
|
+72,354
|
New
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$1.69M
|
+$698K
|
+26,886
|
+73%
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.59M
|
+$1.42M
|
+54,704
|
+1,011%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$1.54M
|
+$329K
|
+12,682
|
+28%
|
|
