|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$17.3M
|
+$11.3M
|
+386,568
|
+212%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.91M
|
+$744K
|
+25,392
|
+15%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.81M
|
+$411K
|
+14,024
|
+10%
|
|
|
4
|
OxenFree Capital
Satellite Beach,
Florida
|
$3.52M
|
+$189K
|
+6,438
|
+6%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$1.53M
|
-$156K
|
-5,310
|
-10%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$1.31M
|
-$127K
|
-4,325
|
-9%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.13M
|
+$95.3K
|
+3,251
|
+10%
|
|
|
8
|
|
$969K
|
-$405K
|
-13,830
|
-30%
|
|
|
9
|
Safeguard Financial
Minocqua,
Wisconsin
|
$852K
|
-$53.1K
|
-1,812
|
-6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$763K
|
+$737K
|
+25,151
|
New
|
|
|
11
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$664K
|
+$12.5K
|
+425
|
+2%
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$492K
|
+$410
|
+14
|
+0.1%
|
|
|
13
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$303K
|
–
|
–
|
–
|
|
|
14
|
Venture Visionary Partners
Sylvania,
Ohio
|
$293K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$274K
|
+$95.6K
|
+3,262
|
+56%
|
|
|
16
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$220K
|
–
|
–
|
–
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$202K
|
-$54.9K
|
-1,873
|
-22%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$81.2K
|
+$31.9K
|
+1,087
|
+68%
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$70.3K
|
-$45.9K
|
-1,567
|
-40%
|
|
|
20
|
Pacific Capital Wealth Advisors
Corona,
California
|
$62.2K
|
–
|
–
|
–
|
|
|
21
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$46K
|
+$5.45K
|
+186
|
+14%
|
|
|
22
|
Castleview Partners
Dallas,
Texas
|
$16.7K
|
–
|
–
|
–
|
|
|
23
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$7.89K
|
–
|
–
|
–
|
|
|
24
|
|
$39
|
-$29
|
-1
|
-50%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$221K
|
-7,846
|
Closed
|
|
