|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$20.9M
|
+$933K
|
+22,266
|
+5%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$17.7M
|
+$566K
|
+13,515
|
+4%
|
|
|
3
|
Advyzon Investment Management
Lisle,
Illinois
|
$12.7M
|
+$617K
|
+14,724
|
+6%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.82M
|
+$96K
|
+2,292
|
+2%
|
|
|
5
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.34M
|
+$68.2K
|
+1,629
|
+3%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.14M
|
+$309K
|
+7,387
|
+19%
|
|
|
7
|
|
$1.8M
|
+$1.29M
|
+30,727
|
+364%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
+$805K
|
+19,223
|
+108%
|
|
|
9
|
|
$1.69M
|
-$622K
|
-14,837
|
-29%
|
|
|
10
|
Everhart Financial Group
Dublin,
Ohio
|
$1.68M
|
+$211K
|
+5,026
|
+16%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$1.31M
|
-$689K
|
-16,448
|
-37%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
+$1.17M
|
+27,896
|
New
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$887K
|
+$807K
|
+19,274
|
New
|
|
|
14
|
GWN Securities
Palm Beach Gardens,
Florida
|
$736K
|
-$43.3K
|
-1,033
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$612K
|
–
|
–
|
–
|
|
|
16
|
Essex Financial Services
Essex,
Connecticut
|
$598K
|
+$31.8K
|
+760
|
+6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$482K
|
+$28K
|
+668
|
+7%
|
|
|
18
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$455K
|
+$19.7K
|
+471
|
+5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$426K
|
-$12K
|
-287
|
-3%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$393K
|
+$76.9K
|
+1,836
|
+27%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$392K
|
+$377
|
+9
|
+0.1%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$344K
|
+$670
|
+16
|
+0.2%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$311K
|
-$101K
|
-2,422
|
-26%
|
|
|
24
|
|
$303K
|
+$276K
|
+6,578
|
New
|
|
|
25
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$299K
|
+$272K
|
+6,500
|
New
|
|
