|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$45.5M
|
+$444K
|
+9,481
|
+1%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$31M
|
+$1.39M
|
+29,766
|
+5%
|
|
|
3
|
Holistic Planning
Nacogdoches,
Texas
|
$28.3M
|
+$4.66M
|
+99,595
|
+21%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$23.7M
|
+$2.01M
|
+42,931
|
+10%
|
|
|
5
|
United Advisor Group
Cincinnati,
Ohio
|
$18.9M
|
+$552K
|
+11,795
|
+3%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$18.4M
|
-$520K
|
-11,124
|
-3%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$14.8M
|
+$1.81M
|
+38,692
|
+14%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.8M
|
+$1.88M
|
+40,186
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$636K
|
+13,593
|
+5%
|
|
|
10
|
Weaver Capital Management
Suwanee,
Georgia
|
$11.7M
|
–
|
–
|
–
|
|
|
11
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$11.3M
|
+$123K
|
+2,637
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$243K
|
+5,192
|
+3%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.02M
|
-$1.72M
|
-36,780
|
-16%
|
|
|
14
|
Ascent Advisors
Mankato,
Minnesota
|
$8.65M
|
+$8.39M
|
+179,376
|
New
|
|
|
15
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$8.65M
|
-$329K
|
-7,026
|
-4%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.63M
|
+$604K
|
+12,919
|
+8%
|
|
|
17
|
Sage Capital Management
Stockton,
New Jersey
|
$7.51M
|
+$609K
|
+13,022
|
+9%
|
|
|
18
|
Hegarty Advisors
Garden City,
New York
|
$7.34M
|
+$12.1K
|
+258
|
+0.2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.17M
|
-$111K
|
-2,376
|
-2%
|
|
|
20
|
Essex Financial Services
Essex,
Connecticut
|
$7.16M
|
-$13.7K
|
-293
|
-0.2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.7M
|
+$1.6M
|
+34,104
|
+33%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.5M
|
-$154K
|
-3,290
|
-2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$5.7M
|
+$186K
|
+3,983
|
+3%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5.3M
|
-$656K
|
-14,023
|
-11%
|
|
|
25
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$5.22M
|
+$12.9K
|
+276
|
+0.3%
|
|
