|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$307M
|
-$11.3M
|
-315,436
|
-4%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$10.2M
|
-$1.01M
|
-28,259
|
-9%
|
|
|
3
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.95M
|
-$642K
|
-17,910
|
-18%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
+$567K
|
+15,814
|
+96%
|
|
|
5
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.11M
|
+$269K
|
+7,489
|
+34%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$996K
|
+$1.01M
|
+28,154
|
New
|
|
|
7
|
|
$945K
|
+$130K
|
+3,619
|
+16%
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$457K
|
+$13.8K
|
+386
|
+3%
|
|
|
9
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$429K
|
-$47.4K
|
-1,321
|
-10%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$341K
|
+$333K
|
+9,276
|
+2,650%
|
|
|
11
|
Abbrea Capital
Greenbrae,
California
|
$271K
|
+$50.2K
|
+1,400
|
+22%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$224K
|
+$1.79K
|
+50
|
+0.8%
|
|
|
13
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$215K
|
+$218K
|
+6,073
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$89K
|
+$38.1K
|
+1,063
|
+74%
|
|
|
15
|
|
$38K
|
-$3.73K
|
-104
|
-9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$37.9K
|
+1,058
|
New
|
|
|
17
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$21K
|
–
|
–
|
–
|
|
|
18
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$20K
|
+$20.3K
|
+565
|
New
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$3.54K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$3K
|
-$7.75K
|
-216
|
-75%
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$1K
|
+$968
|
+27
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$272K
|
-7,748
|
Closed
|
|
