|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$6.33M
|
+$5.98M
|
+219,148
|
New
|
|
|
2
|
World Investment Advisors
Santa Barbara,
California
|
$3.17M
|
+$502K
|
+18,400
|
+20%
|
|
|
3
|
|
$1.15M
|
+$65.1K
|
+2,388
|
+6%
|
|
|
4
|
Holistic Planning
Nacogdoches,
Texas
|
$902K
|
+$851K
|
+31,207
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$624K
|
-$6.38K
|
-234
|
-1%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$327K
|
–
|
–
|
–
|
|
|
7
|
Venture Visionary Partners
Sylvania,
Ohio
|
$256K
|
–
|
–
|
–
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$215K
|
+$203K
|
+7,446
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$211K
|
+$199K
|
+7,298
|
New
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$162K
|
+$65.4K
|
+2,398
|
+75%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$126K
|
+$29.9K
|
+1,096
|
+34%
|
|
|
12
|
Parallel Advisors
San Francisco,
California
|
$116K
|
–
|
–
|
–
|
|
|
13
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$19.9K
|
–
|
–
|
–
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$15.5K
|
–
|
–
|
–
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$10.5K
|
–
|
–
|
–
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$4.33K
|
+$4.09K
|
+150
|
New
|
|
|
17
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.12K
|
+$2.94K
|
+108
|
New
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$2.89K
|
+$2.73K
|
+100
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$781K
|
-29,662
|
Closed
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
–
|
-$118K
|
-4,476
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.19K
|
-45
|
Closed
|
|
