|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$316M
|
-$15.8M
|
-508,128
|
-5%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$9.93M
|
-$17.9M
|
-573,544
|
-64%
|
|
|
3
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.19M
|
+$2.01M
|
+64,558
|
+185%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.44M
|
+$1.4M
|
+44,919
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.43M
|
+$1.38M
|
+44,254
|
+33,782%
|
|
|
6
|
|
$945K
|
+$918K
|
+29,455
|
New
|
|
|
7
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$684K
|
+$650K
|
+20,849
|
New
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$394K
|
+$383K
|
+12,272
|
New
|
|
|
9
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$337K
|
+$328K
|
+10,510
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$20K
|
+$19.6K
|
+630
|
New
|
|
|
11
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$16K
|
+$15.1K
|
+485
|
New
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$13K
|
+$12.9K
|
+415
|
New
|
|
|
13
|
|
$12K
|
+$11.6K
|
+373
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
+$9.42K
|
+302
|
New
|
|
|
15
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$7K
|
+$6.92K
|
+222
|
New
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Weaver Consulting Group
Huntington Beach,
California
|
$3K
|
+$3.12K
|
+100
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2K
|
+$2.21K
|
+71
|
New
|
|
|
20
|
|
–
|
-$279K
|
-9,593
|
Closed
|
|
|
21
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$32K
|
-1,112
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7K
|
-250
|
Closed
|
|
