|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$18.1M
|
+$157K
|
+5,296
|
+0.9%
|
|
|
2
|
Advyzon Investment Management
Lisle,
Illinois
|
$12.7M
|
+$416K
|
+14,041
|
+4%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.5M
|
+$184K
|
+6,231
|
+4%
|
|
|
4
|
OxenFree Capital
Satellite Beach,
Florida
|
$4.44M
|
+$317K
|
+10,726
|
+8%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.62M
|
-$4.45M
|
-150,260
|
-74%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$1.36M
|
+$21.3K
|
+718
|
+2%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$1.06M
|
-$464K
|
-15,676
|
-31%
|
|
|
8
|
|
$786K
|
-$2.01K
|
-68
|
-0.3%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$762K
|
+$732K
|
+24,719
|
New
|
|
|
10
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$670K
|
+$14.5K
|
+489
|
+2%
|
|
|
11
|
Essex Financial Services
Essex,
Connecticut
|
$490K
|
+$296
|
+10
|
+0.1%
|
|
|
12
|
Venture Visionary Partners
Sylvania,
Ohio
|
$448K
|
–
|
–
|
–
|
|
|
13
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$419K
|
-$11.1K
|
-375
|
-3%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$347K
|
+$23.3K
|
+786
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$340K
|
+$326
|
+11
|
+0.1%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$326K
|
+$28.4K
|
+961
|
+10%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$243K
|
+$30.2K
|
+1,022
|
+15%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$223K
|
–
|
–
|
–
|
|
|
19
|
AmeriFlex Group
Las Vegas,
Nevada
|
$124K
|
+$79.9K
|
+2,698
|
+207%
|
|
|
20
|
McIlrath & Eck
Arlington,
Washington
|
$65.2K
|
–
|
–
|
–
|
|
|
21
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.7K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$40
|
–
|
–
|
–
|
|
|
23
|
|
$32
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
–
|
-$970K
|
-31,807
|
Closed
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$378K
|
-12,400
|
Closed
|
|
