|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$12.5M
|
+$291K
|
+7,908
|
+2%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$1.21M
|
-$248K
|
-6,726
|
-17%
|
|
|
3
|
|
$921K
|
+$31.4K
|
+853
|
+4%
|
|
|
4
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$697K
|
+$692K
|
+18,813
|
New
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$595K
|
+$1.84K
|
+50
|
+0.3%
|
|
|
6
|
GWN Securities
Palm Beach Gardens,
Florida
|
$504K
|
+$3.2K
|
+87
|
+0.6%
|
|
|
7
|
Advyzon Investment Management
Lisle,
Illinois
|
$481K
|
-$6.51K
|
-177
|
-1%
|
|
|
8
|
Venture Visionary Partners
Sylvania,
Ohio
|
$463K
|
–
|
–
|
–
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$371K
|
+$36.1K
|
+980
|
+11%
|
|
|
10
|
PDS Planning
Dublin,
Ohio
|
$359K
|
+$13.7K
|
+373
|
+4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$316K
|
+$4.75K
|
+129
|
+2%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$313K
|
–
|
–
|
–
|
|
|
13
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$276K
|
-$8.69K
|
-236
|
-3%
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$264K
|
+$37
|
+1
|
+0%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$244K
|
+$4.27K
|
+116
|
+2%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$239K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$149K
|
+$148K
|
+4,025
|
New
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$148K
|
–
|
–
|
–
|
|
|
19
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$60K
|
+$14.7K
|
+400
|
+33%
|
|
|
20
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$50.2K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$31.1K
|
+$4.75K
|
+129
|
+18%
|
|
|
22
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$27.4K
|
–
|
–
|
–
|
|
|
23
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$21.8K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.1K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$7
|
-$37
|
-1
|
Closed
|
|
