|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$26M
|
+$972K
|
+19,575
|
+4%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$15.6M
|
-$918K
|
-18,492
|
-5%
|
|
|
3
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.61M
|
+$7M
|
+140,954
|
New
|
|
|
4
|
Advyzon Investment Management
Lisle,
Illinois
|
$4.62M
|
-$2.4M
|
-48,240
|
-33%
|
|
|
5
|
Demars Financial Group
Spokane Valley,
Washington
|
$3.22M
|
+$780K
|
+15,716
|
+30%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.08M
|
-$420K
|
-8,458
|
-16%
|
|
|
7
|
|
$2.03M
|
-$760K
|
-15,313
|
-26%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$1.87M
|
+$1.26M
|
+25,399
|
+176%
|
|
|
9
|
Everhart Financial Group
Dublin,
Ohio
|
$1.18M
|
-$128K
|
-2,568
|
-9%
|
|
|
10
|
Summit Financial
Parsippany,
New Jersey
|
$1.1M
|
+$25.4K
|
+511
|
+2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$999K
|
+$1.06M
|
+21,290
|
New
|
|
|
12
|
Worthington Financial Partners
Worthington,
Ohio
|
$814K
|
-$27.2K
|
-547
|
-3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$741K
|
+$522K
|
+10,508
|
+199%
|
|
|
14
|
GWN Securities
Palm Beach Gardens,
Florida
|
$713K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$623K
|
+$18.2K
|
+367
|
+3%
|
|
|
16
|
Essex Financial Services
Essex,
Connecticut
|
$578K
|
–
|
–
|
–
|
|
|
17
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$536K
|
+$64.6K
|
+1,300
|
+13%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$456K
|
+$19.9K
|
+400
|
+4%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$402K
|
+$447
|
+9
|
+0.1%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$392K
|
-$82.4K
|
-1,659
|
-17%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$361K
|
-$29.5K
|
-595
|
-7%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$349K
|
+$38.5K
|
+775
|
+12%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$307K
|
-$124K
|
-2,495
|
-28%
|
|
|
24
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$305K
|
–
|
–
|
–
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$304K
|
+$16.3K
|
+329
|
+5%
|
|
