|
1
|
OxenFree Capital
Satellite Beach,
Florida
|
$9.8M
|
+$685K
|
+23,959
|
+8%
|
|
|
2
|
Financial Management Network
Mission Viejo,
California
|
$3.6M
|
+$29.8K
|
+1,042
|
+0.9%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.71M
|
+$70.6K
|
+2,467
|
+3%
|
|
|
4
|
Holistic Planning
Nacogdoches,
Texas
|
$2.61M
|
+$77.7K
|
+2,717
|
+3%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$1.74M
|
+$1.64M
|
+57,260
|
New
|
|
|
6
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.61M
|
+$104K
|
+3,621
|
+7%
|
|
|
7
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$837K
|
+$40.2K
|
+1,404
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$718K
|
+$400K
|
+13,998
|
+145%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$707K
|
-$34.8K
|
-1,216
|
-5%
|
|
|
10
|
PDS Planning
Dublin,
Ohio
|
$490K
|
+$2.83K
|
+99
|
+0.6%
|
|
|
11
|
PFG Investments
Woodbury,
New York
|
$432K
|
-$1.8K
|
-63
|
-0.4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$414K
|
+$62.3K
|
+2,177
|
+19%
|
|
|
13
|
Everhart Financial Group
Dublin,
Ohio
|
$390K
|
+$16.8K
|
+587
|
+5%
|
|
|
14
|
Essex Financial Services
Essex,
Connecticut
|
$333K
|
-$128K
|
-4,459
|
-29%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$305K
|
+$3.26K
|
+114
|
+1%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$291K
|
+$274K
|
+9,594
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$281K
|
-$5.09K
|
-178
|
-2%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$277K
|
-$32.7K
|
-1,143
|
-11%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$250K
|
+$229K
|
+7,996
|
New
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$249K
|
+$234K
|
+8,191
|
New
|
|
|
21
|
World Investment Advisors
Santa Barbara,
California
|
$212K
|
-$193K
|
-6,750
|
-49%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$194K
|
+$1.89K
|
+66
|
+1%
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$31.9K
|
–
|
–
|
–
|
|
|
24
|
AmeriFlex Group
Las Vegas,
Nevada
|
$31.5K
|
+$19.7K
|
+690
|
+201%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28K
|
–
|
–
|
–
|
|
