|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.48M
|
+$258K
|
+10,313
|
+9%
|
|
|
2
|
OxenFree Capital
Satellite Beach,
Florida
|
$3.31M
|
+$3.11M
|
+124,110
|
New
|
|
|
3
|
Holistic Planning
Nacogdoches,
Texas
|
$1.71M
|
+$1.61M
|
+64,273
|
New
|
|
|
4
|
|
$874K
|
-$119K
|
-4,751
|
-13%
|
|
|
5
|
Safeguard Financial
Minocqua,
Wisconsin
|
$789K
|
+$9.49K
|
+379
|
+1%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$787K
|
-$5.79K
|
-231
|
-0.8%
|
|
|
7
|
Venture Visionary Partners
Sylvania,
Ohio
|
$258K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$202K
|
+$29.9K
|
+1,192
|
+19%
|
|
|
9
|
Pacific Capital Wealth Advisors
Corona,
California
|
$54.7K
|
+$51.4K
|
+2,050
|
New
|
|
|
10
|
McIlrath & Eck
Arlington,
Washington
|
$53.5K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52K
|
-$41.1K
|
-1,640
|
-46%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$30.4K
|
+$13.6K
|
+543
|
+91%
|
|
|
13
|
Castleview Partners
Dallas,
Texas
|
$14.7K
|
+$13.8K
|
+551
|
New
|
|
|
14
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$6.93K
|
–
|
–
|
–
|
|
|
15
|
|
$32
|
+$25
|
+1
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$607K
|
-24,630
|
Closed
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$244K
|
-9,884
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.26K
|
-51
|
Closed
|
|
