|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$17.5M
|
+$770K
|
+25,109
|
+4%
|
|
|
2
|
Advyzon Investment Management
Lisle,
Illinois
|
$11.8M
|
+$12.2M
|
+398,821
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.84M
|
+$98.8K
|
+3,221
|
+2%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.91M
|
+$244K
|
+7,936
|
+5%
|
|
|
5
|
OxenFree Capital
Satellite Beach,
Florida
|
$3.63M
|
+$213K
|
+6,946
|
+6%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$1.28M
|
-$1.96K
|
-64
|
-0.1%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.2M
|
+$107K
|
+3,478
|
+9%
|
|
|
8
|
Safeguard Financial
Minocqua,
Wisconsin
|
$834K
|
+$5.49K
|
+179
|
+0.6%
|
|
|
9
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$634K
|
-$12.6K
|
-411
|
-2%
|
|
|
10
|
|
$552K
|
-$406K
|
-13,226
|
-41%
|
|
|
11
|
Essex Financial Services
Essex,
Connecticut
|
$468K
|
-$5.03K
|
-164
|
-1%
|
|
|
12
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$412K
|
+$122K
|
+3,975
|
+40%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$366K
|
+$380K
|
+12,400
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$288K
|
+$22.2K
|
+722
|
+8%
|
|
|
15
|
Venture Visionary Partners
Sylvania,
Ohio
|
$285K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$252K
|
+$57.9K
|
+1,887
|
+28%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$252K
|
+$180K
|
+5,858
|
+219%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$214K
|
–
|
–
|
–
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$68.4K
|
–
|
–
|
–
|
|
|
20
|
Pacific Capital Wealth Advisors
Corona,
California
|
$60.5K
|
–
|
–
|
–
|
|
|
21
|
Castleview Partners
Dallas,
Texas
|
$16.2K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.39K
|
+$1.44K
|
+47
|
New
|
|
|
23
|
|
$63
|
+$31
|
+1
|
+100%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$23
|
+$31
|
+1
|
New
|
|
|
25
|
GTS Securities
Miami,
Florida
|
–
|
-$1.53M
|
-50,451
|
Closed
|
|
