|
1
|
Natural Investments
Windsor,
California
|
$17.2M
|
+$728K
|
+10,214
|
+5%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$2.61M
|
-$181K
|
-2,534
|
-7%
|
|
|
3
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.92M
|
-$66K
|
-925
|
-4%
|
|
|
4
|
Capital City Trust
Tallahassee,
Florida
|
$1.63M
|
-$58.4K
|
-819
|
-4%
|
|
|
5
|
GAM Holding
Zurich,
Switzerland
|
$1.49M
|
–
|
–
|
–
|
|
|
6
|
Sunrise Financial Services
Burien,
Washington
|
$852K
|
+$79K
|
+1,108
|
+12%
|
|
|
7
|
Joel Adams & Associates
Asheville,
North Carolina
|
$802K
|
-$54.1K
|
-758
|
-7%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$639K
|
+$165K
|
+2,315
|
+42%
|
|
|
9
|
|
$532K
|
–
|
–
|
–
|
|
|
10
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$481K
|
+$18.8K
|
+264
|
+5%
|
|
|
11
|
PFG Investments
Woodbury,
New York
|
$454K
|
–
|
–
|
–
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$374K
|
–
|
–
|
–
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$362K
|
-$26.9K
|
-377
|
-8%
|
|
|
14
|
Angeles Wealth Management
Santa Monica,
California
|
$329K
|
+$285K
|
+4,000
|
New
|
|
|
15
|
|
$288K
|
+$250K
|
+3,501
|
New
|
|
|
16
|
Howe & Rusling
Rochester,
New York
|
$279K
|
–
|
–
|
–
|
|
|
17
|
Belvedere Trading
Chicago,
Illinois
|
$254K
|
+$220K
|
+3,082
|
New
|
|
|
18
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$241K
|
+$209K
|
+2,934
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$225K
|
+$195K
|
+2,741
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$218K
|
+$189K
|
+2,651
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215K
|
+$186K
|
+2,612
|
New
|
|
|
22
|
Garde Capital
Seattle,
Washington
|
$208K
|
+$181K
|
+2,531
|
New
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$208K
|
+$180K
|
+2,527
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$200K
|
+$174K
|
+2,435
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$196K
|
–
|
–
|
–
|
|
