|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$17.5M
|
-$2.06M
|
-55,952
|
-11%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.28M
|
+$79.2K
|
+2,148
|
+1%
|
|
|
3
|
OxenFree Capital
Satellite Beach,
Florida
|
$6.81M
|
+$309K
|
+8,374
|
+5%
|
|
|
4
|
Advyzon Investment Management
Lisle,
Illinois
|
$3.87M
|
-$1.61M
|
-43,541
|
-30%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
-$9.7K
|
-263
|
-0.5%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$1.25M
|
-$18K
|
-487
|
-1%
|
|
|
7
|
|
$1.1M
|
+$10.8K
|
+292
|
+1%
|
|
|
8
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$954K
|
+$25.2K
|
+684
|
+3%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$753K
|
-$79.3K
|
-2,151
|
-10%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$732K
|
-$141K
|
-3,837
|
-17%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$704K
|
+$341K
|
+9,235
|
+99%
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$666K
|
+$1.22K
|
+33
|
+0.2%
|
|
|
13
|
Essex Financial Services
Essex,
Connecticut
|
$605K
|
+$479
|
+13
|
+0.1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$581K
|
-$64.4K
|
-1,747
|
-10%
|
|
|
15
|
Venture Visionary Partners
Sylvania,
Ohio
|
$543K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$449K
|
-$6.53K
|
-177
|
-1%
|
|
|
17
|
|
$422K
|
+$98.2K
|
+2,662
|
+31%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$393K
|
+$369
|
+10
|
+0.1%
|
|
|
19
|
Flow Traders U.S.
New York
|
$392K
|
+$381K
|
+10,329
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$313K
|
+$305K
|
+8,261
|
New
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$299K
|
+$74
|
+2
|
+0%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$270K
|
–
|
–
|
–
|
|
|
23
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$236K
|
-$32.3K
|
-877
|
-12%
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$209K
|
+$203K
|
+5,516
|
New
|
|
