|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$69.4M
|
+$4.46M
|
+95,679
|
+7%
|
|
|
2
|
Carter Financial Group
Barrington,
Illinois
|
$4.13M
|
+$4.07M
|
+87,319
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$1.22M
|
+26,153
|
+146%
|
|
|
4
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.45M
|
+$124K
|
+2,668
|
+10%
|
|
|
5
|
|
$1.01M
|
+$783K
|
+16,807
|
+372%
|
|
|
6
|
Clearstead Advisors
Cleveland,
Ohio
|
$982K
|
+$18.5K
|
+396
|
+2%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$789K
|
+$24.7K
|
+531
|
+3%
|
|
|
8
|
Atomi Financial Group
New York
|
$631K
|
+$77.1K
|
+1,655
|
+14%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$525K
|
+$517K
|
+11,086
|
New
|
|
|
10
|
Berger Financial Group
Plymouth,
Minnesota
|
$438K
|
+$69K
|
+1,480
|
+19%
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$334K
|
+$20.9K
|
+448
|
+7%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$260K
|
+$256K
|
+5,500
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$107K
|
-$23.6K
|
-506
|
-18%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$78.8K
|
+$77.5K
|
+1,664
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.5K
|
–
|
–
|
–
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$61K
|
+$60.3K
|
+1,295
|
New
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$56K
|
+$55.5K
|
+1,191
|
New
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$20.1K
|
+$466
|
+10
|
+2%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.11K
|
+$6.06K
|
+130
|
New
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$3.5K
|
+$3.45K
|
+74
|
New
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$2.6K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$2.23K
|
+$2.19K
|
+47
|
New
|
|
|
23
|
Napa Wealth Management
Napa,
California
|
–
|
-$657K
|
-13,945
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$47
|
-1
|
Closed
|
|
|
25
|
|
–
|
-$62
|
-1
|
Closed
|
|
