|
1
|
Sequent Planning
Omaha,
Nebraska
|
$10.8M
|
+$7.92M
|
+304,628
|
+298%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.99M
|
+$8.24M
|
+316,917
|
+1,403%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.01M
|
+$3.25M
|
+124,989
|
+123%
|
|
|
4
|
Prosperity Financial Group
San Ramon,
California
|
$5.07M
|
+$4.97M
|
+191,218
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.29M
|
-$276K
|
-10,600
|
-6%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$4.24M
|
-$241K
|
-9,260
|
-5%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$3.94M
|
+$2.52M
|
+96,811
|
+187%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.37M
|
+$1.89M
|
+72,773
|
+133%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.31M
|
+$1.41M
|
+54,361
|
+77%
|
|
|
10
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.28M
|
-$337K
|
-12,966
|
-9%
|
|
|
11
|
Capital CS Group
Irvine,
California
|
$3.08M
|
+$3.02M
|
+116,102
|
New
|
|
|
12
|
Maia Wealth
Denver,
Colorado
|
$2.99M
|
+$2.94M
|
+113,000
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$2.97M
|
-$1.73M
|
-66,309
|
-37%
|
|
|
14
|
Jefferies Financial Group
New York
|
$2.3M
|
+$2.25M
|
+86,665
|
New
|
|
|
15
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$2.09M
|
+$18.7K
|
+718
|
+0.9%
|
|
|
16
|
Holistic Planning
Nacogdoches,
Texas
|
$1.56M
|
+$1.01M
|
+38,839
|
+194%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$1.04M
|
+$1.02M
|
+39,133
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$977K
|
+$357K
|
+13,709
|
+59%
|
|
|
19
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$974K
|
+$956K
|
+36,753
|
New
|
|
|
20
|
Langley Wealth Management
Corinth,
Mississippi
|
$967K
|
+$950K
|
+36,501
|
New
|
|
|
21
|
Diligent Investors
Redlands,
California
|
$947K
|
+$930K
|
+35,735
|
New
|
|
|
22
|
|
$909K
|
+$408K
|
+15,685
|
+84%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$829K
|
+$814K
|
+31,295
|
New
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$807K
|
–
|
–
|
–
|
|
|
25
|
Summit Financial
Parsippany,
New Jersey
|
$628K
|
+$616K
|
+23,692
|
New
|
|
