|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$18.1M
|
+$16.9M
|
+591,151
|
New
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.3M
|
+$1.82M
|
+63,660
|
+16%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.73M
|
-$283K
|
-9,882
|
-3%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$7.54M
|
+$1.16M
|
+40,586
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.45M
|
-$1.28M
|
-44,674
|
-15%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.62M
|
+$123K
|
+4,306
|
+3%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$4.2M
|
+$99.1K
|
+3,465
|
+3%
|
|
|
8
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$4.02M
|
+$3.76M
|
+131,360
|
New
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.03M
|
+$945K
|
+33,022
|
+50%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.94M
|
+$973
|
+34
|
+0%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$2.72M
|
-$28.4K
|
-994
|
-1%
|
|
|
12
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.43M
|
+$1.02M
|
+35,505
|
+81%
|
|
|
13
|
Holistic Planning
Nacogdoches,
Texas
|
$2.37M
|
+$2.22M
|
+77,661
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
-$158K
|
-5,532
|
-7%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.87M
|
-$703K
|
-24,564
|
-29%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.71M
|
+$17.5K
|
+611
|
+1%
|
|
|
17
|
Essex Financial Services
Essex,
Connecticut
|
$1.66M
|
+$1.55M
|
+54,261
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
+$153K
|
+5,334
|
+12%
|
|
|
19
|
Sage Capital Management
Stockton,
New Jersey
|
$1.36M
|
+$1.27M
|
+44,359
|
New
|
|
|
20
|
Financial Management Network
Mission Viejo,
California
|
$1.29M
|
+$251K
|
+8,785
|
+26%
|
|
|
21
|
S.A. Mason
Holland,
Michigan
|
$1.23M
|
+$7.3K
|
+255
|
+0.6%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.09M
|
-$8.58K
|
-300
|
-0.8%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$980K
|
+$125K
|
+4,352
|
+16%
|
|
|
24
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$967K
|
-$6.95K
|
-243
|
-0.8%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$926K
|
+$866K
|
+30,278
|
New
|
|
