|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.3M
|
+$8.5M
|
+370,091
|
+380%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.78M
|
+$210K
|
+9,136
|
+13%
|
|
|
3
|
|
$784K
|
-$522K
|
-22,713
|
-39%
|
|
|
4
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$556K
|
-$221K
|
-9,612
|
-28%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$474K
|
+$108K
|
+4,694
|
+28%
|
|
|
6
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$424K
|
+$9.49K
|
+413
|
+2%
|
|
|
7
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$327K
|
-$4.59K
|
-200
|
-1%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$281K
|
+$293K
|
+12,748
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$266K
|
+$277K
|
+12,041
|
New
|
|
|
10
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$64K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
-$15.4K
|
-671
|
-36%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$9K
|
–
|
–
|
–
|
|
|
13
|
|
$8K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6K
|
-$21.6K
|
-940
|
-78%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$6K
|
+$6.22K
|
+271
|
New
|
|
|
16
|
New Millennium Group
Sandy,
Utah
|
$3K
|
+$3.12K
|
+136
|
New
|
|
|
17
|
Global Financial Private Client
Sarasota,
Florida
|
$2.34K
|
-$7.28K
|
-317
|
-75%
|
|
|
18
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Raleigh Capital Management
Cary,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$9.47M
|
-396,640
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$23
|
+1
|
New
|
|
