|
1
|
Sequent Planning
Omaha,
Nebraska
|
$4.68M
|
-$339K
|
-11,203
|
-7%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.14M
|
-$223K
|
-7,367
|
-9%
|
|
|
3
|
Harbour Investments
Madison,
Wisconsin
|
$1.57M
|
+$49.1K
|
+1,625
|
+3%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.42M
|
-$270K
|
-8,924
|
-16%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
+$32.6K
|
+1,078
|
+3%
|
|
|
6
|
Accel Wealth Management
Waverly,
Iowa
|
$1.01M
|
+$161K
|
+5,326
|
+19%
|
|
|
7
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$770K
|
+$773K
|
+25,557
|
New
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$514K
|
+$238K
|
+7,884
|
+86%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$469K
|
-$56K
|
-1,853
|
-11%
|
|
|
10
|
World Equity Group
Schaumburg,
Illinois
|
$419K
|
-$172K
|
-5,674
|
-29%
|
|
|
11
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$368K
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$314K
|
+$315K
|
+10,431
|
New
|
|
|
13
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$309K
|
+$6.8K
|
+225
|
+2%
|
|
|
14
|
Bison Wealth
Atlanta,
Georgia
|
$250K
|
+$251K
|
+8,300
|
New
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$209K
|
+$2.33K
|
+77
|
+1%
|
|
|
16
|
Barclays
London,
United Kingdom
|
$52.1K
|
+$25.6K
|
+848
|
+96%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$40.3K
|
+$7.32K
|
+242
|
+22%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$5.88K
|
+$121
|
+4
|
+2%
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$204K
|
-6,716
|
Closed
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$67K
|
-2,215
|
Closed
|
|
