|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$5.3M
|
+$3.23M
|
+118,427
|
+184%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.96M
|
+$158K
|
+5,798
|
+4%
|
|
|
3
|
OxenFree Capital
Satellite Beach,
Florida
|
$3.82M
|
+$211K
|
+7,735
|
+6%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.03M
|
+$2.85M
|
+104,373
|
New
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.02M
|
+$956K
|
+35,050
|
New
|
|
|
6
|
|
$954K
|
+$3.14K
|
+115
|
+0.4%
|
|
|
7
|
Safeguard Financial
Minocqua,
Wisconsin
|
$862K
|
+$4.17K
|
+153
|
+0.5%
|
|
|
8
|
Everhart Financial Group
Dublin,
Ohio
|
$861K
|
+$4.15K
|
+152
|
+0.5%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$689K
|
+$648K
|
+23,759
|
New
|
|
|
10
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$600K
|
+$564K
|
+20,672
|
New
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$414K
|
+$389K
|
+14,262
|
New
|
|
|
12
|
Venture Visionary Partners
Sylvania,
Ohio
|
$280K
|
–
|
–
|
–
|
|
|
13
|
Essex Financial Services
Essex,
Connecticut
|
$259K
|
+$244K
|
+8,940
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$236K
|
+$15.2K
|
+558
|
+7%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$230K
|
+$217K
|
+7,939
|
New
|
|
|
16
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$210K
|
+$198K
|
+7,245
|
New
|
|
|
17
|
McIlrath & Eck
Arlington,
Washington
|
$113K
|
+$51.3K
|
+1,879
|
+94%
|
|
|
18
|
Pacific Capital Wealth Advisors
Corona,
California
|
$59.5K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$37.3K
|
+$4.06K
|
+149
|
+13%
|
|
|
20
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$34.3K
|
+$32.2K
|
+1,181
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
-$31.1K
|
-1,139
|
-59%
|
|
|
22
|
Castleview Partners
Dallas,
Texas
|
$16K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$15.4K
|
+$14.5K
|
+532
|
New
|
|
|
24
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$7.54K
|
–
|
–
|
–
|
|
|
25
|
|
$52
|
–
|
–
|
–
|
|
