|
1
|
Sequent Planning
Omaha,
Nebraska
|
$5.07M
|
-$276K
|
-9,110
|
-5%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.38M
|
+$37.3K
|
+1,230
|
+2%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.7M
|
+$267K
|
+8,797
|
+19%
|
|
|
4
|
Harbour Investments
Madison,
Wisconsin
|
$1.53M
|
+$1.5M
|
+49,424
|
+5,314%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$1.08M
|
+$1.08M
|
+35,602
|
New
|
|
|
6
|
Accel Wealth Management
Waverly,
Iowa
|
$853K
|
-$52.7K
|
-1,740
|
-6%
|
|
|
7
|
World Equity Group
Schaumburg,
Illinois
|
$596K
|
-$25.5K
|
-843
|
-4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$529K
|
-$185K
|
-6,120
|
-26%
|
|
|
9
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$371K
|
–
|
–
|
–
|
|
|
10
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$305K
|
+$5K
|
+165
|
+2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$279K
|
–
|
–
|
–
|
|
|
12
|
Keystone Wealth Services
Palm Desert,
California
|
$209K
|
-$18.9K
|
-624
|
-8%
|
|
|
13
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$204K
|
-$60.6K
|
-2,000
|
-23%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$67K
|
+$67.1K
|
+2,215
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$33.3K
|
+$33.2K
|
+1,096
|
New
|
|
|
16
|
Barclays
London,
United Kingdom
|
$26.8K
|
+$26.7K
|
+882
|
New
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$5.81K
|
-$4.52K
|
-149
|
-44%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$651K
|
-21,405
|
Closed
|
|
|
19
|
|
–
|
-$464K
|
-15,263
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$274K
|
-8,989
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$273K
|
-8,985
|
Closed
|
|
