|
1
|
Natural Investments
Windsor,
California
|
$14.2M
|
+$251K
|
+7,777
|
+2%
|
|
|
2
|
MAI Capital Management
Independence,
Ohio
|
$8.11M
|
+$45.7K
|
+1,414
|
+0.5%
|
|
|
3
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.32M
|
-$1.4M
|
-43,374
|
-28%
|
|
|
4
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.45M
|
+$43.5K
|
+1,346
|
+3%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.11M
|
+$28.1K
|
+868
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
-$58.3K
|
-1,804
|
-7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$626K
|
-$238K
|
-7,358
|
-26%
|
|
|
8
|
Green Alpha Advisors
Niwot,
Colorado
|
$397K
|
+$77.9K
|
+2,410
|
+22%
|
|
|
9
|
|
$237K
|
-$19.6K
|
-607
|
-7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$154K
|
+$27.5K
|
+850
|
+20%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$150K
|
-$111K
|
-3,423
|
-40%
|
|
|
12
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$256K
|
-8,067
|
Closed
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$207K
|
-6,505
|
Closed
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$163K
|
-5,114
|
Closed
|
|
