|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$377M
|
-$79.2M
|
-2,629,976
|
-17%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$1.97M
|
+$1.48M
|
+49,269
|
+249%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$1.04M
|
-$50.7K
|
-1,684
|
-5%
|
|
|
4
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$751K
|
+$2.77K
|
+92
|
+0.4%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$458K
|
+$33.6K
|
+1,115
|
+7%
|
|
|
6
|
|
$353K
|
-$331K
|
-10,973
|
-47%
|
|
|
7
|
|
$292K
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$278K
|
-$320K
|
-10,618
|
-52%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$266K
|
+$105K
|
+3,469
|
+59%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$234K
|
+$238K
|
+7,908
|
+2,962%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$150K
|
-$3.31K
|
-110
|
-2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$110K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$71K
|
-$34.9K
|
-1,158
|
-32%
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$49K
|
-$5.42K
|
-180
|
-9%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$16K
|
+$17.3K
|
+575
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$15K
|
+$15.7K
|
+521
|
New
|
|
|
18
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$6K
|
+$5.88K
|
+195
|
New
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5K
|
–
|
–
|
–
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5K
|
+$5K
|
+166
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$5K
|
+$5.48K
|
+182
|
New
|
|
|
22
|
Larson Financial Group
St Louis,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
+$1.6K
|
+53
|
New
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$1K
|
+$1.39K
|
+46
|
New
|
|
|
25
|
|
–
|
-$293K
|
-10,059
|
Closed
|
|
