|
1
|
Retirement Capital Strategies
San Jose,
California
|
$5.02M
|
+$4.22M
|
+67,657
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.03M
|
-$1.94M
|
-31,012
|
-36%
|
|
|
3
|
Fulcrum Equity Management
Plano,
Texas
|
$2.63M
|
+$1.43M
|
+22,921
|
+174%
|
|
|
4
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.15M
|
+$124K
|
+1,990
|
+14%
|
|
|
5
|
Allianz Asset Management
Munich,
Germany
|
$746K
|
+$639K
|
+10,236
|
New
|
|
|
6
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$550K
|
+$150K
|
+2,405
|
+47%
|
|
|
7
|
|
$520K
|
+$446K
|
+7,144
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$515K
|
+$442K
|
+7,075
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$440K
|
+$67.2K
|
+1,076
|
+22%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$397K
|
+$49.2K
|
+788
|
+17%
|
|
|
11
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$354K
|
+$329K
|
+5,275
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$279K
|
+$239K
|
+3,823
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$94K
|
-$19.9K
|
-318
|
-20%
|
|
|
14
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$80K
|
+$28.1K
|
+450
|
+70%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58K
|
-$101K
|
-1,618
|
-67%
|
|
|
16
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
18
|
Valeo Financial Advisors
Carmel,
Indiana
|
$21K
|
+$17.8K
|
+285
|
New
|
|
|
19
|
|
$4K
|
+$3.12K
|
+50
|
New
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
+$1.69K
|
+27
|
New
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$1K
|
+$812
|
+13
|
New
|
|
|
22
|
Niemann Capital Management
Stateline,
Nevada
|
–
|
-$632K
|
-12,782
|
Closed
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$18K
|
-369
|
Closed
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$12.4K
|
-250
|
Closed
|
|
