|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$20.3M
|
+$1.26M
|
+40,032
|
+7%
|
|
|
2
|
Advyzon Investment Management
Lisle,
Illinois
|
$13.5M
|
+$206K
|
+6,534
|
+2%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.04M
|
+$258K
|
+8,183
|
+5%
|
|
|
4
|
OxenFree Capital
Satellite Beach,
Florida
|
$5.13M
|
+$429K
|
+13,600
|
+9%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.61M
|
-$86.1K
|
-2,727
|
-5%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$1.32M
|
-$101K
|
-3,184
|
-7%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$994K
|
-$113K
|
-3,577
|
-10%
|
|
|
8
|
|
$805K
|
-$19K
|
-601
|
-2%
|
|
|
9
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$721K
|
+$17.9K
|
+566
|
+3%
|
|
|
10
|
Summit Financial
Parsippany,
New Jersey
|
$701K
|
+$684K
|
+21,666
|
New
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$563K
|
-$231K
|
-7,316
|
-30%
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$515K
|
+$632
|
+20
|
+0.1%
|
|
|
13
|
Venture Visionary Partners
Sylvania,
Ohio
|
$464K
|
-$6.38K
|
-202
|
-1%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$463K
|
+$96.4K
|
+3,052
|
+27%
|
|
|
15
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$432K
|
-$7.89K
|
-250
|
-2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$347K
|
-$7.48K
|
-237
|
-2%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$347K
|
+$4.29K
|
+136
|
+1%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$255K
|
+$63
|
+2
|
+0%
|
|
|
19
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$234K
|
–
|
–
|
–
|
|
|
20
|
Rockefeller Capital Management
New York
|
$176K
|
+$172K
|
+5,451
|
New
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$68.5K
|
–
|
–
|
–
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$16.6K
|
+$16.2K
|
+513
|
New
|
|
|
23
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.3K
|
–
|
–
|
–
|
|
|
24
|
|
$46
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$39
|
–
|
–
|
–
|
|
