|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$15.9M
|
+$1.65M
|
+38,155
|
+10%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$14.9M
|
+$2.57M
|
+59,572
|
+19%
|
|
|
3
|
Advyzon Investment Management
Lisle,
Illinois
|
$10.5M
|
+$2.76M
|
+63,945
|
+32%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.97M
|
+$236K
|
+5,472
|
+5%
|
|
|
5
|
|
$2.07M
|
-$193K
|
-4,480
|
-8%
|
|
|
6
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.97M
|
+$154K
|
+3,580
|
+8%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$1.8M
|
+$1.94M
|
+44,886
|
New
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.57M
|
-$1.78M
|
-41,302
|
-51%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.57M
|
-$1.78M
|
-41,302
|
-51%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$1.39M
|
+$1.5M
|
+34,728
|
New
|
|
|
11
|
Everhart Financial Group
Dublin,
Ohio
|
$1.26M
|
-$8.24K
|
-191
|
-0.6%
|
|
|
12
|
Safeguard Financial
Minocqua,
Wisconsin
|
$859K
|
-$37.2K
|
-863
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$712K
|
+$766K
|
+17,770
|
New
|
|
|
14
|
GWN Securities
Palm Beach Gardens,
Florida
|
$681K
|
+$734K
|
+17,014
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$532K
|
+$31.4K
|
+729
|
+6%
|
|
|
16
|
Essex Financial Services
Essex,
Connecticut
|
$490K
|
+$43
|
+1
|
+0%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$479K
|
+$516K
|
+11,960
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$392K
|
+$4.36K
|
+101
|
+1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$383K
|
+$5.82K
|
+135
|
+1%
|
|
|
20
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$378K
|
+$19K
|
+441
|
+5%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$368K
|
-$1.75M
|
-40,542
|
-82%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$341K
|
-$28.7K
|
-665
|
-7%
|
|
|
23
|
|
$338K
|
+$364K
|
+8,440
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$299K
|
+$322K
|
+7,464
|
New
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$268K
|
-$54.1K
|
-1,254
|
-16%
|
|
