|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$15.6M
|
+$1.23M
|
+33,877
|
+9%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.99M
|
+$388K
|
+10,648
|
+6%
|
|
|
3
|
Summit Financial
Parsippany,
New Jersey
|
$4.91M
|
-$77.2K
|
-2,120
|
-2%
|
|
|
4
|
Financial Management Network
Mission Viejo,
California
|
$4.11M
|
-$178K
|
-4,892
|
-4%
|
|
|
5
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.65M
|
+$40.2K
|
+1,104
|
+1%
|
|
|
6
|
Holistic Planning
Nacogdoches,
Texas
|
$1.79M
|
-$155K
|
-4,262
|
-8%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.57M
|
-$75.9K
|
-2,085
|
-5%
|
|
|
8
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.26M
|
+$44.7K
|
+1,227
|
+4%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$843K
|
-$4.73K
|
-130
|
-0.6%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$708K
|
+$74K
|
+2,034
|
+13%
|
|
|
11
|
PDS Planning
Dublin,
Ohio
|
$663K
|
+$1.86K
|
+51
|
+0.3%
|
|
|
12
|
PFG Investments
Woodbury,
New York
|
$609K
|
+$26.8K
|
+736
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$487K
|
-$42.2K
|
-1,159
|
-8%
|
|
|
14
|
Advyzon Investment Management
Lisle,
Illinois
|
$478K
|
-$230K
|
-6,311
|
-34%
|
|
|
15
|
Everhart Financial Group
Dublin,
Ohio
|
$466K
|
-$8.23K
|
-226
|
-2%
|
|
|
16
|
Avantax Planning Partners
Dubuque,
Iowa
|
$464K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$424K
|
-$104K
|
-2,852
|
-21%
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$391K
|
+$146
|
+4
|
+0%
|
|
|
19
|
Centaurus Financial
Anaheim,
California
|
$373K
|
+$328
|
+9
|
+0.1%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$354K
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$297K
|
-$9.1K
|
-250
|
-3%
|
|
|
22
|
Essex Financial Services
Essex,
Connecticut
|
$279K
|
-$150K
|
-4,121
|
-36%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$244K
|
+$146
|
+4
|
+0.1%
|
|
|
24
|
World Investment Advisors
Santa Barbara,
California
|
$234K
|
–
|
–
|
–
|
|
|
25
|
|
$232K
|
+$217K
|
+5,966
|
New
|
|
