|
1
|
Retirement Capital Strategies
San Jose,
California
|
$5.75M
|
+$5.32M
|
+184,433
|
New
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$2.86M
|
+$2.65M
|
+91,746
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.48M
|
-$469K
|
-16,255
|
-17%
|
|
|
4
|
|
$2.23M
|
+$2.07M
|
+71,702
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$911K
|
+31,577
|
+696%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$940K
|
+$510K
|
+17,680
|
+141%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$448K
|
+$415K
|
+14,370
|
New
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$400K
|
+$370K
|
+12,834
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$291K
|
+$107K
|
+3,709
|
+66%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$272K
|
+$252K
|
+8,729
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$259K
|
+$240K
|
+8,324
|
New
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$236K
|
+$219K
|
+7,579
|
New
|
|
|
13
|
Ironwood Financial
Tucson,
Arizona
|
$19K
|
–
|
–
|
–
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
+$13.8K
|
+479
|
New
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$5K
|
+$4.91K
|
+170
|
New
|
|
|
16
|
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$4K
|
+$3.35K
|
+116
|
New
|
|
|
18
|
Sonora Investment Management
Tucson,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
+$491
|
+17
|
New
|
|
|
20
|
Regal Wealth Group
Seal Beach,
California
|
$1K
|
+$750
|
+26
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$732K
|
-29,406
|
Closed
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$15K
|
-603
|
Closed
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
+$4.16K
|
+144
|
New
|
|
