|
1
|
McIlrath & Eck
Arlington,
Washington
|
$56.7M
|
+$3.64M
|
+176,955
|
+7%
|
|
|
2
|
TCP Asset Management
Columbus,
Ohio
|
$16.1M
|
+$1.33M
|
+64,760
|
+9%
|
|
|
3
|
OxenFree Capital
Satellite Beach,
Florida
|
$12.7M
|
+$1.14M
|
+55,575
|
+10%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.83M
|
+$2.02M
|
+98,088
|
+30%
|
|
|
5
|
Holistic Planning
Nacogdoches,
Texas
|
$1.87M
|
+$1.11M
|
+54,167
|
+150%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.27M
|
+$200K
|
+9,740
|
+19%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$594K
|
+$587K
|
+28,586
|
New
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$329K
|
-$14.3K
|
-695
|
-4%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$329K
|
-$14.3K
|
-695
|
-4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$199K
|
–
|
–
|
–
|
|
|
11
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$88.5K
|
–
|
–
|
–
|
|
|
12
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$88.5K
|
+$87.5K
|
+4,259
|
New
|
|
|
13
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$82.1K
|
+$81.2K
|
+3,951
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$80.2K
|
+$62.4K
|
+3,035
|
+368%
|
|
|
15
|
|
–
|
-$446K
|
-22,312
|
Closed
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$417K
|
-20,866
|
Closed
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$388K
|
-19,430
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.55K
|
-278
|
Closed
|
|
