|
1
|
Holistic Planning
Nacogdoches,
Texas
|
$18.2M
|
-$1.17M
|
-33,113
|
-6%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.67M
|
+$6.73M
|
+189,820
|
New
|
|
|
3
|
OxenFree Capital
Satellite Beach,
Florida
|
$6.07M
|
+$149K
|
+4,193
|
+3%
|
|
|
4
|
Advyzon Investment Management
Lisle,
Illinois
|
$5.12M
|
-$2.75M
|
-77,478
|
-35%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.75M
|
+$17.7K
|
+499
|
+1%
|
|
|
6
|
Everhart Financial Group
Dublin,
Ohio
|
$1.17M
|
-$189K
|
-5,314
|
-14%
|
|
|
7
|
|
$1.01M
|
+$89.2K
|
+2,513
|
+10%
|
|
|
8
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$860K
|
+$45.9K
|
+1,294
|
+6%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$814K
|
+$232K
|
+6,531
|
+39%
|
|
|
10
|
Summit Financial
Parsippany,
New Jersey
|
$774K
|
-$2.09K
|
-59
|
-0.3%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$616K
|
+$2.63K
|
+74
|
+0.4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$600K
|
-$21.8K
|
-615
|
-3%
|
|
|
13
|
Essex Financial Services
Essex,
Connecticut
|
$560K
|
–
|
–
|
–
|
|
|
14
|
Venture Visionary Partners
Sylvania,
Ohio
|
$504K
|
–
|
–
|
–
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$422K
|
+$42.4K
|
+1,194
|
+11%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$375K
|
+$379K
|
+10,676
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$364K
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$328K
|
-$131K
|
-3,703
|
-28%
|
|
|
19
|
|
$298K
|
+$301K
|
+8,479
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$277K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$250K
|
-$4.79K
|
-135
|
-2%
|
|
|
22
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$249K
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$242K
|
+$244K
|
+6,890
|
New
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$211K
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$128K
|
+$390
|
+11
|
+0.3%
|
|
