|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$24.8M
|
+$538K
|
+10,616
|
+2%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$17.9M
|
-$2.93M
|
-57,793
|
-14%
|
|
|
3
|
Advyzon Investment Management
Lisle,
Illinois
|
$7.46M
|
-$6.78M
|
-133,985
|
-48%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.02M
|
+$212K
|
+4,177
|
+3%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.31M
|
+$1.79M
|
+35,277
|
+119%
|
|
|
6
|
|
$2.98M
|
+$583K
|
+11,508
|
+24%
|
|
|
7
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.69M
|
+$134K
|
+2,653
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
+$753K
|
+14,863
|
+39%
|
|
|
9
|
Everhart Financial Group
Dublin,
Ohio
|
$1.41M
|
-$125K
|
-2,461
|
-8%
|
|
|
10
|
Summit Financial
Parsippany,
New Jersey
|
$1.17M
|
+$80.7K
|
+1,594
|
+7%
|
|
|
11
|
|
$1M
|
-$984K
|
-19,439
|
-50%
|
|
|
12
|
SPWM Advisors
Traverse City,
Michigan
|
$997K
|
+$992K
|
+19,591
|
New
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$914K
|
-$368K
|
-7,277
|
-29%
|
|
|
14
|
Worthington Financial Partners
Worthington,
Ohio
|
$911K
|
+$907K
|
+17,905
|
New
|
|
|
15
|
GWN Securities
Palm Beach Gardens,
Florida
|
$774K
|
–
|
–
|
–
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$735K
|
-$242K
|
-4,783
|
-25%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$657K
|
–
|
–
|
–
|
|
|
18
|
Essex Financial Services
Essex,
Connecticut
|
$627K
|
-$45.5K
|
-899
|
-7%
|
|
|
19
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$515K
|
+$11.6K
|
+229
|
+2%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$509K
|
+$456
|
+9
|
+0.1%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$474K
|
+$19.7K
|
+390
|
+4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$460K
|
+$2.94K
|
+58
|
+0.6%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$436K
|
+$911
|
+18
|
+0.2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$422K
|
-$4.71K
|
-93
|
-1%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$339K
|
-$114K
|
-2,247
|
-25%
|
|
