|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$17.8M
|
-$366K
|
-11,993
|
-2%
|
|
|
2
|
Advyzon Investment Management
Lisle,
Illinois
|
$12.1M
|
-$72.9K
|
-2,386
|
-0.6%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.18M
|
+$140K
|
+4,588
|
+2%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.25M
|
+$176K
|
+5,767
|
+3%
|
|
|
5
|
OxenFree Capital
Satellite Beach,
Florida
|
$3.73M
|
+$317K
|
+10,370
|
+8%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$1.53M
|
+$1.53M
|
+49,987
|
New
|
|
|
7
|
Everhart Financial Group
Dublin,
Ohio
|
$1.32M
|
+$1.41K
|
+46
|
+0.1%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$970K
|
+$972K
|
+31,807
|
New
|
|
|
9
|
|
$780K
|
+$209K
|
+6,850
|
+37%
|
|
|
10
|
Safeguard Financial
Minocqua,
Wisconsin
|
$749K
|
-$113K
|
-3,713
|
-13%
|
|
|
11
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$648K
|
-$7.33K
|
-240
|
-1%
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$485K
|
+$550
|
+18
|
+0.1%
|
|
|
13
|
Venture Visionary Partners
Sylvania,
Ohio
|
$443K
|
+$149K
|
+4,873
|
+50%
|
|
|
14
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$426K
|
–
|
–
|
–
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$378K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$337K
|
+$38.6K
|
+1,264
|
+13%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$320K
|
+$320K
|
+10,482
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$293K
|
+$33K
|
+1,079
|
+13%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$225K
|
-$1.02M
|
-33,396
|
-82%
|
|
|
20
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$221K
|
–
|
–
|
–
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$209K
|
-$51.5K
|
-1,687
|
-20%
|
|
|
22
|
McIlrath & Eck
Arlington,
Washington
|
$64.6K
|
-$6.17K
|
-202
|
-9%
|
|
|
23
|
AmeriFlex Group
Las Vegas,
Nevada
|
$39.7K
|
+$39.7K
|
+1,301
|
New
|
|
|
24
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.6K
|
+$11.6K
|
+379
|
New
|
|
|
25
|
|
$42
|
-$31
|
-1
|
-50%
|
|
