|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$5.3M
|
–
|
–
|
–
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.77M
|
+$1.84M
|
+65,091
|
+62%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.07M
|
+$226K
|
+8,004
|
+6%
|
|
|
4
|
OxenFree Capital
Satellite Beach,
Florida
|
$3.09M
|
-$626K
|
-22,154
|
-17%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$1.57M
|
+$1.17M
|
+41,499
|
+291%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$1.34M
|
+$508K
|
+17,957
|
+61%
|
|
|
7
|
|
$1.29M
|
+$364K
|
+12,864
|
+39%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$958K
|
-$28.5K
|
-1,007
|
-3%
|
|
|
9
|
Safeguard Financial
Minocqua,
Wisconsin
|
$841K
|
+$4.61K
|
+163
|
+0.5%
|
|
|
10
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$604K
|
+$22.6K
|
+798
|
+4%
|
|
|
11
|
Essex Financial Services
Essex,
Connecticut
|
$458K
|
+$200K
|
+7,083
|
+79%
|
|
|
12
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$282K
|
+$283K
|
+10,000
|
New
|
|
|
13
|
Venture Visionary Partners
Sylvania,
Ohio
|
$272K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$240K
|
+$241K
|
+8,527
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$221K
|
-$2.63K
|
-93
|
-1%
|
|
|
16
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$204K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$163K
|
-$66.7K
|
-2,361
|
-29%
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$109K
|
–
|
–
|
–
|
|
|
19
|
Pacific Capital Wealth Advisors
Corona,
California
|
$57.7K
|
–
|
–
|
–
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$44.8K
|
+$8.59K
|
+304
|
+24%
|
|
|
21
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$37.5K
|
+$4.24K
|
+150
|
+13%
|
|
|
22
|
Castleview Partners
Dallas,
Texas
|
$15.5K
|
–
|
–
|
–
|
|
|
23
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$7.32K
|
–
|
–
|
–
|
|
|
24
|
|
$57
|
+$28
|
+1
|
+100%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$689K
|
-23,759
|
Closed
|
|
