|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$18.4M
|
-$2.54M
|
-77,541
|
-12%
|
|
|
2
|
Advyzon Investment Management
Lisle,
Illinois
|
$7.46M
|
-$6.35M
|
-193,944
|
-47%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.49M
|
+$238K
|
+7,275
|
+4%
|
|
|
4
|
OxenFree Capital
Satellite Beach,
Florida
|
$5.51M
|
+$231K
|
+7,048
|
+4%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.65M
|
-$14.8K
|
-451
|
-0.9%
|
|
|
6
|
SPWM Advisors
Traverse City,
Michigan
|
$1.57M
|
+$1.54M
|
+46,932
|
New
|
|
|
7
|
Everhart Financial Group
Dublin,
Ohio
|
$1.29M
|
-$69.9K
|
-2,135
|
-5%
|
|
|
8
|
|
$881K
|
+$47.4K
|
+1,448
|
+6%
|
|
|
9
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$775K
|
+$28.8K
|
+878
|
+4%
|
|
|
10
|
Summit Financial
Parsippany,
New Jersey
|
$739K
|
+$13.7K
|
+418
|
+2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$592K
|
+$580K
|
+17,699
|
New
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$584K
|
+$2.06K
|
+63
|
+0.4%
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$556K
|
-$462K
|
-14,107
|
-46%
|
|
|
14
|
Essex Financial Services
Essex,
Connecticut
|
$534K
|
+$982
|
+30
|
+0.2%
|
|
|
15
|
Venture Visionary Partners
Sylvania,
Ohio
|
$480K
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$436K
|
-$42.3K
|
-1,291
|
-9%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$362K
|
+$3.54K
|
+108
|
+1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$346K
|
-$15K
|
-458
|
-4%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$264K
|
+$131
|
+4
|
+0.1%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$242K
|
+$237K
|
+7,245
|
New
|
|
|
21
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$238K
|
-$205K
|
-6,250
|
-47%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$205K
|
+$192K
|
+5,859
|
New
|
|
|
23
|
Rockefeller Capital Management
New York
|
$121K
|
-$60K
|
-1,833
|
-34%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92K
|
+$90.1K
|
+2,750
|
New
|
|
|
25
|
McIlrath & Eck
Arlington,
Washington
|
$68.7K
|
-$2.03K
|
-62
|
-3%
|
|
