|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$8.84M
|
+$542K
|
+16,166
|
+6%
|
|
|
2
|
World Investment Advisors
Santa Barbara,
California
|
$4.35M
|
+$10.5K
|
+314
|
+0.2%
|
|
|
3
|
Holistic Planning
Nacogdoches,
Texas
|
$1.05M
|
+$23.6K
|
+706
|
+2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
+$48.3K
|
+1,442
|
+5%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$887K
|
-$246K
|
-7,332
|
-21%
|
|
|
6
|
|
$803K
|
-$548K
|
-16,350
|
-40%
|
|
|
7
|
Advyzon Investment Management
Lisle,
Illinois
|
$430K
|
+$441K
|
+13,175
|
New
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$347K
|
+$55.8K
|
+1,665
|
+19%
|
|
|
9
|
Venture Visionary Partners
Sylvania,
Ohio
|
$286K
|
-$3.85K
|
-115
|
-1%
|
|
|
10
|
PDS Planning
Dublin,
Ohio
|
$284K
|
-$3.69K
|
-110
|
-1%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$272K
|
+$75.4K
|
+2,251
|
+37%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$243K
|
–
|
–
|
–
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$211K
|
-$25.1K
|
-750
|
-10%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$150K
|
+$27.2K
|
+813
|
+22%
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$131K
|
–
|
–
|
–
|
|
|
16
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$60.9K
|
+$62.5K
|
+1,865
|
New
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$44.3K
|
+$17.6K
|
+526
|
+63%
|
|
|
18
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$44.3K
|
+$17.6K
|
+526
|
+63%
|
|
|
19
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$26K
|
–
|
–
|
–
|
|
|
20
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$24.2K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$19.2K
|
-$91.5K
|
-2,733
|
-82%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$12.2K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.8K
|
+$10K
|
+300
|
New
|
|
|
24
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.53K
|
–
|
–
|
–
|
|
|
25
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.43K
|
–
|
–
|
–
|
|
