|
1
|
Retirement Capital Strategies
San Jose,
California
|
$14.2M
|
+$403K
|
+15,092
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.9M
|
+$3.77M
|
+141,433
|
+61%
|
|
|
3
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$4.99M
|
+$5.03M
|
+188,597
|
New
|
|
|
4
|
|
$3.41M
|
+$527K
|
+19,749
|
+18%
|
|
|
5
|
Bennicas & Associates
Portola Valley,
California
|
$2.47M
|
–
|
–
|
–
|
|
|
6
|
BlackDiamond Wealth Management
New York
|
$1.82M
|
+$1.84M
|
+68,855
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$1.79M
|
+$1.81M
|
+67,740
|
New
|
|
|
8
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.01M
|
+$1.02M
|
+38,053
|
New
|
|
|
9
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$866K
|
+$873K
|
+32,728
|
New
|
|
|
10
|
|
$449K
|
+$12.4K
|
+465
|
+3%
|
|
|
11
|
Matisse Capital
Portland,
Oregon
|
$439K
|
–
|
–
|
–
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$436K
|
+$439K
|
+16,466
|
New
|
|
|
13
|
Flow Traders U.S.
New York
|
$299K
|
+$302K
|
+11,304
|
New
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$216K
|
+$217K
|
+8,146
|
New
|
|
|
15
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$60K
|
+$41.9K
|
+1,569
|
+232%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$53K
|
+$17.1K
|
+641
|
+47%
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
19
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$3K
|
+$2.59K
|
+97
|
New
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$502K
|
-18,927
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$235K
|
-8,856
|
Closed
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$107K
|
-4,034
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$92K
|
-3,471
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
+$53
|
+2
|
+200%
|
|
