|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$27M
|
-$23.9M
|
-296,007
|
-47%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$17.5M
|
+$353K
|
+4,376
|
+2%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$10.3M
|
+$10.2M
|
+126,809
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.98M
|
+$417K
|
+5,171
|
+5%
|
|
|
5
|
Barber Financial Group
Lenexa,
Kansas
|
$4.65M
|
-$192K
|
-2,379
|
-4%
|
|
|
6
|
|
$3.68M
|
-$33.7M
|
-417,904
|
-90%
|
|
|
7
|
Moseley Investment Management
Bradenton,
Florida
|
$3.1M
|
+$220K
|
+2,723
|
+8%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.63M
|
+$694K
|
+8,606
|
+76%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.45M
|
-$442K
|
-5,480
|
-24%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.42M
|
+$386K
|
+4,790
|
+38%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.25M
|
+$1.24M
|
+15,386
|
New
|
|
|
12
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.21M
|
+$41.3K
|
+512
|
+4%
|
|
|
13
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.16M
|
+$142K
|
+1,759
|
+14%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$1.08M
|
+$121K
|
+1,501
|
+13%
|
|
|
15
|
Genesee Capital Advisors
Auburn,
New York
|
$1.07M
|
+$4.52K
|
+56
|
+0.4%
|
|
|
16
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.06M
|
+$34.6K
|
+429
|
+3%
|
|
|
17
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$980K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$975K
|
+$245K
|
+3,032
|
+34%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$835K
|
-$865K
|
-10,726
|
-51%
|
|
|
20
|
Secure Asset Management
Troy,
Michigan
|
$702K
|
+$695K
|
+8,608
|
New
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$642K
|
+$353K
|
+4,378
|
+125%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$506K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$415K
|
+$84.3K
|
+1,045
|
+26%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$301K
|
+$81
|
+1
|
+0%
|
|
|
25
|
RDA Financial Network
Akron,
Iowa
|
$295K
|
+$292K
|
+3,623
|
New
|
|
