|
1
|
PFG Investments
Woodbury,
New York
|
$15.5M
|
+$1.23M
|
+39,635
|
+9%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$12.3M
|
+$1.7M
|
+54,716
|
+17%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12M
|
+$9.99M
|
+322,302
|
+850%
|
|
|
4
|
Stance Capital
Boston,
Massachusetts
|
$9.04M
|
+$187K
|
+6,049
|
+2%
|
|
|
5
|
World Investment Advisors
Santa Barbara,
California
|
$5.55M
|
–
|
–
|
–
|
|
|
6
|
Colorado Capital Management
Boulder,
Colorado
|
$5.25M
|
-$135K
|
-4,368
|
-3%
|
|
|
7
|
Westfuller Advisors
New York
|
$3.48M
|
-$220K
|
-7,096
|
-6%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.7M
|
+$271K
|
+8,734
|
+12%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.36M
|
-$181K
|
-5,827
|
-8%
|
|
|
10
|
|
$2.07M
|
+$446K
|
+14,391
|
+30%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.75M
|
-$422K
|
-13,609
|
-20%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.72M
|
+$651K
|
+21,006
|
+68%
|
|
|
13
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.31M
|
+$38.4K
|
+1,239
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.01M
|
+$945K
|
+30,496
|
New
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$902K
|
–
|
–
|
–
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$648K
|
+$3.94K
|
+127
|
+0.7%
|
|
|
17
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$630K
|
+$588K
|
+18,986
|
New
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$546K
|
+$510K
|
+16,451
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$540K
|
-$31
|
-1
|
-0%
|
|
|
20
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$496K
|
–
|
–
|
–
|
|
|
21
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$468K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$467K
|
+$435K
|
+14,053
|
New
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$451K
|
-$285K
|
-9,187
|
-40%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$354K
|
+$155K
|
+5,008
|
+89%
|
|
|
25
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
$324K
|
-$809K
|
-26,103
|
-73%
|
|
