|
1
|
Retirement Capital Strategies
San Jose,
California
|
$9.35M
|
+$311K
|
+6,685
|
+4%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.48M
|
+$4.06M
|
+87,069
|
+129%
|
|
|
3
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.44M
|
+$418K
|
+8,964
|
+52%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.42M
|
+$1.2M
|
+25,835
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.28M
|
+$1.09M
|
+23,293
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.03M
|
+$872K
|
+18,720
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$671K
|
+$21.8K
|
+469
|
+4%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$280K
|
+$237K
|
+5,097
|
New
|
|
|
9
|
|
$265K
|
-$158K
|
-3,391
|
-41%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$243K
|
–
|
–
|
–
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$172K
|
+$134K
|
+2,886
|
New
|
|
|
12
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$162K
|
+$27.9K
|
+600
|
+26%
|
|
|
13
|
Optimum Investment Advisors
Chicago,
Illinois
|
$159K
|
+$135K
|
+2,900
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$83K
|
+$70.8K
|
+1,519
|
New
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$68.4K
|
+$21.2K
|
+455
|
+57%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44K
|
+$37.3K
|
+800
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39K
|
+$27.4K
|
+588
|
+1,176%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$36K
|
+$30.7K
|
+660
|
New
|
|
|
19
|
|
$23K
|
+$19.7K
|
+423
|
New
|
|
|
20
|
TCI Wealth Advisors
Tucson,
Arizona
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$16K
|
+$14K
|
+300
|
New
|
|
|
22
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$7K
|
+$5.68K
|
+122
|
New
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
-$4.66K
|
-100
|
-50%
|
|
|
24
|
IMA Advisory Services
Denver,
Colorado
|
$3K
|
+$2.33K
|
+50
|
New
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
+$1.35K
|
+29
|
New
|
|
