|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$25.7M
|
+$25.4M
|
+527,382
|
New
|
|
|
2
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.42M
|
+$1.28M
|
+26,638
|
+61%
|
|
|
3
|
Napa Wealth Management
Napa,
California
|
$2.1M
|
+$2.07M
|
+43,081
|
New
|
|
|
4
|
Atomi Financial Group
New York
|
$771K
|
+$9.97K
|
+207
|
+1%
|
|
|
5
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$301K
|
–
|
–
|
–
|
|
|
6
|
|
$269K
|
-$1.2M
|
-25,010
|
-82%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$231K
|
-$95.8K
|
-1,989
|
-30%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
-$50K
|
-1,038
|
-30%
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$49.2K
|
+$8.33K
|
+173
|
+21%
|
|
|
10
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$2.68K
|
+$626
|
+13
|
+31%
|
|
|
11
|
|
$79
|
–
|
–
|
–
|
|
|
12
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$49
|
+$48
|
+1
|
New
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$342K
|
-7,200
|
Closed
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$17.7K
|
-377
|
Closed
|
|
