|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$24.1M
|
+$1.1M
|
+23,019
|
+5%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$20.5M
|
+$1.18M
|
+24,635
|
+6%
|
|
|
3
|
Advyzon Investment Management
Lisle,
Illinois
|
$14M
|
+$235K
|
+4,913
|
+2%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.68M
|
+$348K
|
+7,275
|
+6%
|
|
|
5
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.51M
|
-$28.5K
|
-595
|
-1%
|
|
|
6
|
|
$2.35M
|
+$494K
|
+10,307
|
+28%
|
|
|
7
|
|
$1.96M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.9M
|
+$49.3K
|
+1,029
|
+3%
|
|
|
9
|
Everhart Financial Group
Dublin,
Ohio
|
$1.51M
|
-$304K
|
-6,349
|
-17%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.48M
|
+$86.7K
|
+1,810
|
+6%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.26M
|
-$1.02M
|
-21,288
|
-46%
|
|
|
12
|
Summit Financial
Parsippany,
New Jersey
|
$1.07M
|
+$1.02M
|
+21,368
|
New
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$960K
|
-$441K
|
-9,209
|
-32%
|
|
|
14
|
GWN Securities
Palm Beach Gardens,
Florida
|
$760K
|
-$37.1K
|
-775
|
-5%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$736K
|
+$706K
|
+14,749
|
New
|
|
|
16
|
Essex Financial Services
Essex,
Connecticut
|
$660K
|
+$10.6K
|
+222
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$645K
|
-$17.7K
|
-370
|
-3%
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$499K
|
-$444K
|
-9,273
|
-48%
|
|
|
19
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$494K
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$448K
|
+$71.9K
|
+1,502
|
+20%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$446K
|
+$19.4K
|
+404
|
+5%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$445K
|
+$143K
|
+2,986
|
+50%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$426K
|
+$862
|
+18
|
+0.2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$404K
|
-$43.7K
|
-912
|
-10%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$330K
|
-$7.14K
|
-149
|
-2%
|
|
