|
1
|
Retirement Capital Strategies
San Jose,
California
|
$13.8M
|
-$3.27M
|
-122,230
|
-19%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.16M
|
+$1.64M
|
+61,264
|
+36%
|
|
|
3
|
|
$2.89M
|
+$613K
|
+22,937
|
+27%
|
|
|
4
|
Bennicas & Associates
Portola Valley,
California
|
$2.48M
|
-$26.7K
|
-1,000
|
-1%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$502K
|
+$26.9K
|
+1,005
|
+6%
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$440K
|
+$444K
|
+16,600
|
New
|
|
|
7
|
|
$438K
|
-$982K
|
-36,709
|
-69%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$235K
|
-$1.23M
|
-46,161
|
-84%
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$107K
|
-$38.7K
|
-1,448
|
-26%
|
|
|
10
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$92K
|
+$53.7K
|
+2,009
|
+137%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$36K
|
-$4.71K
|
-176
|
-11%
|
|
|
13
|
Holloway Wealth Management
Gainesville,
Florida
|
$21K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$18K
|
–
|
–
|
–
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$17K
|
+$4.6K
|
+172
|
+37%
|
|
|
16
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$11K
|
+$10.7K
|
+400
|
New
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$749K
|
-28,269
|
Closed
|
|
