|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$344M
|
-$44.7M
|
-1,067,305
|
-11%
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$11.6M
|
-$142K
|
-3,393
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.68M
|
+$2.42M
|
+57,733
|
+181%
|
|
|
4
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.82M
|
-$13.4K
|
-321
|
-0.5%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.02M
|
+$2.06M
|
+49,187
|
New
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$1.54M
|
+$1.24M
|
+29,518
|
+374%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
+$1.13M
|
+27,074
|
+1,123%
|
|
|
8
|
|
$809K
|
-$5.4K
|
-129
|
-0.7%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$808K
|
+$824K
|
+19,668
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$647K
|
+$214K
|
+5,099
|
+48%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$646K
|
+$131K
|
+3,135
|
+25%
|
|
|
12
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$634K
|
+$192K
|
+4,579
|
+42%
|
|
|
13
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$471K
|
-$25.6K
|
-611
|
-5%
|
|
|
14
|
Brasada Capital Management
Houston,
Texas
|
$392K
|
+$400K
|
+9,546
|
New
|
|
|
15
|
Abbrea Capital
Greenbrae,
California
|
$314K
|
–
|
–
|
–
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$306K
|
+$42.3K
|
+1,010
|
+16%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
-$23.2K
|
-553
|
-18%
|
|
|
18
|
|
$59K
|
+$14.6K
|
+348
|
+32%
|
|
|
19
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25K
|
+$23.6K
|
+564
|
New
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$23K
|
+$21.2K
|
+505
|
+1,148%
|
|
|
22
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$21K
|
+$20.9K
|
+500
|
New
|
|
|
23
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$19K
|
+$18.5K
|
+442
|
New
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$4.11K
|
–
|
–
|
–
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
