|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$6.9M
|
+$254K
|
+8,759
|
+4%
|
|
|
2
|
Financial Management Network
Mission Viejo,
California
|
$3.28M
|
+$156K
|
+5,389
|
+5%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.77M
|
+$175K
|
+6,044
|
+11%
|
|
|
4
|
|
$1.37M
|
+$51.9K
|
+1,789
|
+4%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$993K
|
+$993K
|
+34,231
|
New
|
|
|
6
|
Holistic Planning
Nacogdoches,
Texas
|
$975K
|
–
|
–
|
–
|
|
|
7
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$763K
|
+$34.1K
|
+1,176
|
+5%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$653K
|
+$602K
|
+20,775
|
New
|
|
|
9
|
PDS Planning
Dublin,
Ohio
|
$479K
|
+$94K
|
+3,243
|
+24%
|
|
|
10
|
Essex Financial Services
Essex,
Connecticut
|
$432K
|
+$143K
|
+4,944
|
+51%
|
|
|
11
|
Everhart Financial Group
Dublin,
Ohio
|
$386K
|
+$148K
|
+5,092
|
+62%
|
|
|
12
|
World Investment Advisors
Santa Barbara,
California
|
$367K
|
+$43.3K
|
+1,494
|
+13%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$325K
|
-$132K
|
-4,567
|
-29%
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
$303K
|
+$302K
|
+10,431
|
New
|
|
|
15
|
Safeguard Financial
Minocqua,
Wisconsin
|
$249K
|
+$725
|
+25
|
+0.3%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$222K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$198K
|
-$34.7K
|
-1,197
|
-15%
|
|
|
18
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$60.6K
|
+$60.6K
|
+2,089
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$33.7K
|
+$26.7K
|
+922
|
+383%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
+$20K
|
+690
|
New
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
|
24
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12K
|
+$1.51K
|
+52
|
+14%
|
|
|
25
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$4.35K
|
–
|
–
|
–
|
|
