|
1
|
LPL Financial
San Diego,
California
|
$28.7M
|
+$19M
|
+721,550
|
+193%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$10.1M
|
-$3.89M
|
-147,544
|
-28%
|
|
|
3
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5.41M
|
+$463K
|
+17,526
|
+9%
|
|
|
4
|
|
$4.34M
|
+$969K
|
+36,701
|
+28%
|
|
|
5
|
Bennicas & Associates
Portola Valley,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$1.9M
|
+$123K
|
+4,648
|
+7%
|
|
|
7
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.26M
|
+$259K
|
+9,802
|
+26%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$667K
|
+$672K
|
+25,440
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$581K
|
+$150K
|
+5,682
|
+35%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$338K
|
+$340K
|
+12,897
|
New
|
|
|
11
|
|
$306K
|
-$140K
|
-5,310
|
-31%
|
|
|
12
|
TrinityPoint Wealth
Milford,
Connecticut
|
$306K
|
+$308K
|
+11,669
|
New
|
|
|
13
|
Financial Advocates Investment Management
Olympia,
Washington
|
$267K
|
+$268K
|
+10,160
|
New
|
|
|
14
|
BlackDiamond Wealth Management
New York
|
$236K
|
-$1.58M
|
-59,849
|
-87%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$215K
|
+$164K
|
+6,197
|
+310%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$85K
|
+$85.2K
|
+3,229
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$61K
|
+$1.98K
|
+75
|
+3%
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
19
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5K
|
+$5.33K
|
+202
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3K
|
+$2.82K
|
+107
|
New
|
|
|
21
|
Matisse Capital
Portland,
Oregon
|
–
|
-$439K
|
-16,600
|
Closed
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$299K
|
-11,304
|
Closed
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$216K
|
-8,146
|
Closed
|
|
|
24
|
Costello Asset Management
Feasterville,
Pennsylvania
|
–
|
-$101K
|
-3,800
|
Closed
|
|
|
25
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$11K
|
-400
|
Closed
|
|
