|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$27.2M
|
+$3.14M
|
+82,712
|
+11%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$20.2M
|
-$449K
|
-11,826
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
+$1.63M
|
+42,922
|
+12%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$14.1M
|
+$130K
|
+3,419
|
+0.9%
|
|
|
5
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$13.6M
|
-$1.93M
|
-50,953
|
-12%
|
|
|
6
|
Weaver Capital Management
Suwanee,
Georgia
|
$10.5M
|
-$93.2K
|
-2,456
|
-0.8%
|
|
|
7
|
United Advisor Group
Cincinnati,
Ohio
|
$10.4M
|
+$1.04M
|
+27,417
|
+10%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.71M
|
+$5.83M
|
+153,604
|
+175%
|
|
|
9
|
Holistic Planning
Nacogdoches,
Texas
|
$8.7M
|
+$1.01M
|
+26,738
|
+12%
|
|
|
10
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$8.6M
|
+$4.29M
|
+112,983
|
+90%
|
|
|
11
|
Strive Asset Management
Dublin,
Ohio
|
$7.99M
|
+$7.9M
|
+208,280
|
+1,578%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.43M
|
-$4.73M
|
-124,646
|
-41%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.33M
|
+$859K
|
+22,643
|
+15%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.37M
|
+$425K
|
+11,197
|
+8%
|
|
|
15
|
Essex Financial Services
Essex,
Connecticut
|
$5.06M
|
+$149K
|
+3,921
|
+3%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.64M
|
+$2.09M
|
+54,955
|
+74%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$4.55M
|
-$153K
|
-4,020
|
-3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.22M
|
+$158K
|
+4,173
|
+4%
|
|
|
19
|
Sage Capital Management
Stockton,
New Jersey
|
$4.12M
|
+$617K
|
+16,272
|
+17%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$3.95M
|
+$3.1M
|
+81,642
|
+292%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$3.27M
|
-$197K
|
-5,190
|
-5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.17M
|
+$228K
|
+6,011
|
+7%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.16M
|
+$4.21K
|
+111
|
+0.1%
|
|
|
24
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.08M
|
-$454K
|
-11,978
|
-12%
|
|
|
25
|
World Investment Advisors
Santa Barbara,
California
|
$2.59M
|
-$274K
|
-7,220
|
-9%
|
|
