|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$50.7M
|
+$2.17M
|
+27,154
|
+4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.04M
|
+$441K
|
+5,523
|
+8%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$5.21M
|
-$546K
|
-6,841
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.94M
|
+$4.96M
|
+62,161
|
+9,758%
|
|
|
5
|
Matrix Trust Company
Denver,
Colorado
|
$4.52M
|
+$4.59M
|
+57,509
|
New
|
|
|
6
|
|
$3.74M
|
+$837K
|
+10,496
|
+28%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.53M
|
+$3.58M
|
+44,885
|
New
|
|
|
8
|
Moseley Investment Management
Bradenton,
Florida
|
$2.44M
|
+$2.48M
|
+31,094
|
New
|
|
|
9
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.88M
|
+$1.91M
|
+23,947
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.47M
|
+$114K
|
+1,430
|
+8%
|
|
|
11
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.11M
|
+$1.13M
|
+14,165
|
New
|
|
|
12
|
Genesee Capital Advisors
Auburn,
New York
|
$961K
|
+$17K
|
+213
|
+2%
|
|
|
13
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$945K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$668K
|
+$677K
|
+8,493
|
New
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$487K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$371K
|
+$377K
|
+4,722
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$318K
|
+$293K
|
+3,672
|
+990%
|
|
|
18
|
Fortis Advisors
Wayne,
Pennsylvania
|
$168K
|
+$171K
|
+2,140
|
New
|
|
|
19
|
HM Payson & Co
Portland,
Maine
|
$75K
|
+$11.2K
|
+140
|
+17%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$72K
|
+$72.5K
|
+909
|
New
|
|
|
21
|
|
$42K
|
+$42.8K
|
+537
|
New
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$16K
|
-$31.7K
|
-397
|
-66%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
