|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$77M
|
+$7.17M
|
+151,469
|
+10%
|
|
|
2
|
Carter Financial Group
Barrington,
Illinois
|
$4.3M
|
+$147K
|
+3,097
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.76M
|
+$1.65M
|
+34,916
|
+79%
|
|
|
4
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.49M
|
+$28.2K
|
+596
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$802K
|
+$8.8K
|
+186
|
+1%
|
|
|
6
|
Clearstead Advisors
Cleveland,
Ohio
|
$787K
|
-$200K
|
-4,221
|
-20%
|
|
|
7
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$620K
|
+$616K
|
+13,030
|
New
|
|
|
8
|
Atomi Financial Group
New York
|
$566K
|
-$68.2K
|
-1,441
|
-11%
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
$501K
|
+$498K
|
+10,531
|
New
|
|
|
10
|
Berger Financial Group
Plymouth,
Minnesota
|
$492K
|
+$51.2K
|
+1,082
|
+12%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$262K
|
–
|
–
|
–
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$205K
|
+$204K
|
+4,305
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$79.5K
|
+$284
|
+6
|
+0.4%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$63K
|
+$1.66K
|
+35
|
+3%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
+$757
|
+16
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.6K
|
-$48.8K
|
-1,031
|
-66%
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$20.9K
|
+$710
|
+15
|
+4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12.9K
|
+$12.8K
|
+270
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$10.5K
|
-$96K
|
-2,030
|
-90%
|
|
|
20
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$2.62K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$1.01M
|
-21,319
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$525K
|
-11,086
|
Closed
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$334K
|
-7,058
|
Closed
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$6.11K
|
-130
|
Closed
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
–
|
-$3.5K
|
-74
|
Closed
|
|
