|
1
|
Sequent Planning
Omaha,
Nebraska
|
$4.06M
|
-$594K
|
-19,686
|
-13%
|
|
|
2
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.14M
|
+$1.39M
|
+45,960
|
+180%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.09M
|
+$687K
|
+22,780
|
+48%
|
|
|
4
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.96M
|
-$166K
|
-5,496
|
-8%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$1.67M
|
+$113K
|
+3,752
|
+7%
|
|
|
6
|
Accel Wealth Management
Waverly,
Iowa
|
$1.3M
|
+$300K
|
+9,954
|
+30%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$1.13M
|
+$35.2K
|
+1,167
|
+3%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$692K
|
+$183K
|
+6,078
|
+36%
|
|
|
9
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$618K
|
+$314K
|
+10,403
|
+101%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$482K
|
+$16.3K
|
+539
|
+3%
|
|
|
11
|
World Equity Group
Schaumburg,
Illinois
|
$378K
|
-$39.2K
|
-1,301
|
-9%
|
|
|
12
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$365K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$338K
|
+$26.1K
|
+865
|
+8%
|
|
|
14
|
QTR Family Wealth
Lake Mary,
Florida
|
$248K
|
+$250K
|
+8,300
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$235K
|
+$237K
|
+7,846
|
New
|
|
|
16
|
Keystone Wealth Services
Palm Desert,
California
|
$209K
|
+$1.18K
|
+39
|
+0.6%
|
|
|
17
|
Barclays
London,
United Kingdom
|
$150K
|
+$98.9K
|
+3,278
|
+189%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.4K
|
+$34.7K
|
+1,151
|
New
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$5.88K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.98K
|
-$36.3K
|
-1,205
|
-90%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$2.47K
|
+$2.5K
|
+83
|
New
|
|
