|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$587M
|
+$642M
|
+20,267,240
|
New
|
|
|
2
|
Hilltop Holdings
Dallas,
Texas
|
$1.31M
|
-$28.1K
|
-886
|
-2%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.31M
|
+$104K
|
+3,274
|
+8%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$1.18M
|
+37,118
|
New
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$647K
|
-$33.5K
|
-1,059
|
-5%
|
|
|
6
|
|
$292K
|
-$11.6K
|
-365
|
-3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$275K
|
+$300K
|
+9,473
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$222K
|
+$107K
|
+3,391
|
+79%
|
|
|
9
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$188K
|
-$15K
|
-474
|
-7%
|
|
|
10
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$188K
|
+$206K
|
+6,495
|
New
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$161K
|
+$60.6K
|
+1,912
|
+52%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$103K
|
+$5.51K
|
+174
|
+5%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$70K
|
–
|
–
|
–
|
|
|
14
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$65K
|
+$39.1K
|
+1,234
|
+122%
|
|
|
15
|
Valeo Financial Advisors
Carmel,
Indiana
|
$20K
|
+$20.3K
|
+641
|
+1,034%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15K
|
-$19.8K
|
-625
|
-55%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
+$5.86K
|
+185
|
+65%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
-$16.4K
|
-519
|
-69%
|
|
|
20
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$7K
|
+$7.13K
|
+225
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
+$3.83K
|
+121
|
+448%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4K
|
+$4.82K
|
+152
|
New
|
|
|
23
|
Edelman Financial Services
Fairfax,
Virginia
|
–
|
-$686M
|
-19,995,651
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$664M
|
-19,345,013
|
Closed
|
|
|
25
|
|
–
|
-$1.08M
|
-31,609
|
Closed
|
|
