|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$316M
|
-$28.8M
|
-859,797
|
-9%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$11.2M
|
-$197K
|
-5,898
|
-2%
|
|
|
3
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.56M
|
+$65.1K
|
+1,945
|
+2%
|
|
|
4
|
|
$812K
|
-$213K
|
-6,356
|
-22%
|
|
|
5
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$809K
|
+$48.9K
|
+1,461
|
+7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$578K
|
-$935K
|
-27,937
|
-63%
|
|
|
7
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$473K
|
+$98.4K
|
+2,941
|
+28%
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$440K
|
+$8.73K
|
+261
|
+2%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$272K
|
+$259K
|
+7,748
|
New
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$221K
|
+$210K
|
+6,280
|
New
|
|
|
11
|
Abbrea Capital
Greenbrae,
California
|
$220K
|
+$209K
|
+6,250
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$51K
|
+$38.3K
|
+1,144
|
+379%
|
|
|
13
|
|
$42K
|
+$27.1K
|
+809
|
+217%
|
|
|
14
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$21K
|
+$3.81K
|
+114
|
+24%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$12K
|
-$9.37K
|
-280
|
-44%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$10K
|
+$7.23K
|
+216
|
+304%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$3.51K
|
+$3.35K
|
+100
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.44M
|
-44,919
|
Closed
|
|
|
20
|
AssetMark Inc
Concord,
California
|
–
|
-$13K
|
-415
|
Closed
|
|
|
21
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
–
|
-$7K
|
-222
|
Closed
|
|
|
22
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$5K
|
-167
|
Closed
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$3K
|
-100
|
Closed
|
|
