|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$17.1M
|
+$778K
|
+18,023
|
+5%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$13.6M
|
+$758K
|
+17,548
|
+6%
|
|
|
3
|
Advyzon Investment Management
Lisle,
Illinois
|
$8.56M
|
+$8.51M
|
+197,070
|
New
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.15M
|
+$315K
|
+7,285
|
+7%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.49M
|
+$3.47M
|
+80,451
|
New
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.49M
|
+$3.47M
|
+80,451
|
New
|
|
|
7
|
|
$2.44M
|
+$1.41M
|
+32,743
|
+140%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.16M
|
+$133K
|
+3,069
|
+7%
|
|
|
9
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.98M
|
-$236K
|
-5,454
|
-11%
|
|
|
10
|
Everhart Financial Group
Dublin,
Ohio
|
$1.38M
|
-$7.3K
|
-169
|
-0.5%
|
|
|
11
|
Safeguard Financial
Minocqua,
Wisconsin
|
$969K
|
+$17.1K
|
+395
|
+2%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$643K
|
+$640K
|
+14,818
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$545K
|
+$23.2K
|
+537
|
+4%
|
|
|
14
|
Essex Financial Services
Essex,
Connecticut
|
$531K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$421K
|
-$15.7K
|
-363
|
-4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$410K
|
+$8.42K
|
+195
|
+2%
|
|
|
17
|
Trilogy Capital
Irvine,
California
|
$399K
|
-$1.6K
|
-37
|
-0.4%
|
|
|
18
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$390K
|
–
|
–
|
–
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$345K
|
+$79.8K
|
+1,847
|
+30%
|
|
|
20
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$249K
|
–
|
–
|
–
|
|
|
21
|
Victory Financial Group
Austin,
Texas
|
$232K
|
+$231K
|
+5,346
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$229K
|
+$228K
|
+5,271
|
New
|
|
|
23
|
Hilltop Holdings
Dallas,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$211K
|
+$209K
|
+4,851
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$148K
|
–
|
–
|
–
|
|
