|
1
|
Sequent Planning
Omaha,
Nebraska
|
$2.57M
|
-$1.52M
|
-51,111
|
-38%
|
|
|
2
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.17M
|
–
|
–
|
–
|
|
|
3
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.97M
|
-$20.2K
|
-679
|
-1%
|
|
|
4
|
Harbour Investments
Madison,
Wisconsin
|
$1.72M
|
+$31.9K
|
+1,072
|
+2%
|
|
|
5
|
Accel Wealth Management
Waverly,
Iowa
|
$1.26M
|
-$56.8K
|
-1,909
|
-4%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.21M
|
+$60K
|
+2,019
|
+5%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$885K
|
-$1.21M
|
-40,590
|
-58%
|
|
|
8
|
First Trust Advisors
Wheaton,
Illinois
|
$630K
|
+$617K
|
+20,756
|
New
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$590K
|
-$109K
|
-3,678
|
-16%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$582K
|
+$570K
|
+19,168
|
New
|
|
|
11
|
Focus Financial Network
Minneapolis,
Minnesota
|
$499K
|
+$489K
|
+16,441
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$476K
|
+$467K
|
+15,697
|
New
|
|
|
13
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$453K
|
-$170K
|
-5,724
|
-28%
|
|
|
14
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$437K
|
+$428K
|
+14,399
|
New
|
|
|
15
|
World Equity Group
Schaumburg,
Illinois
|
$371K
|
-$11.2K
|
-377
|
-3%
|
|
|
16
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$370K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$346K
|
-$139K
|
-4,689
|
-29%
|
|
|
18
|
QTR Family Wealth
Lake Mary,
Florida
|
$315K
|
+$61.8K
|
+2,078
|
+25%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$299K
|
-$43.3K
|
-1,456
|
-13%
|
|
|
20
|
Cary Street Partners
Richmond,
Virginia
|
$241K
|
+$236K
|
+7,932
|
New
|
|
|
21
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$228K
|
+$223K
|
+7,501
|
New
|
|
|
22
|
Keystone Wealth Services
Palm Desert,
California
|
$214K
|
+$1.75K
|
+59
|
+0.8%
|
|
|
23
|
Barclays
London,
United Kingdom
|
$192K
|
+$39.7K
|
+1,335
|
+27%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.9K
|
–
|
–
|
–
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$29.9K
|
+$29.3K
|
+986
|
New
|
|
