|
1
|
Wealthfront Advisers
Palo Alto,
California
|
$3.02M
|
+$218K
|
+4,061
|
+8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.76M
|
-$167K
|
-3,126
|
-9%
|
|
|
3
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.1M
|
+$12.1K
|
+225
|
+1%
|
|
|
4
|
Natural Investments
Windsor,
California
|
$825K
|
+$823K
|
+15,355
|
New
|
|
|
5
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$764K
|
+$1.66K
|
+31
|
+0.2%
|
|
|
6
|
Joel Adams & Associates
Asheville,
North Carolina
|
$602K
|
+$600K
|
+11,203
|
New
|
|
|
7
|
Cadence Bank
Tupelo,
Mississippi
|
$385K
|
-$2.68K
|
-50
|
-0.7%
|
|
|
8
|
PFG Investments
Woodbury,
New York
|
$382K
|
-$161
|
-3
|
-0%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$295K
|
–
|
–
|
–
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$245K
|
+$244K
|
+4,550
|
New
|
|
|
11
|
|
$240K
|
-$11.6K
|
-216
|
-5%
|
|
|
12
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
13
|
Garde Capital
Seattle,
Washington
|
$136K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$131K
|
-$34.8K
|
-650
|
-21%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$123K
|
+$123K
|
+2,291
|
+229,100%
|
|
|
16
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$98.5K
|
–
|
–
|
–
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$81K
|
–
|
–
|
–
|
|
|
18
|
SOA Wealth Advisors
New York
|
$53.8K
|
–
|
–
|
–
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$38.4K
|
–
|
–
|
–
|
|
|
20
|
First Community Trust
Dubuque,
Iowa
|
$32K
|
–
|
–
|
–
|
|
|
21
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$30.8K
|
+$30.7K
|
+573
|
New
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
23
|
Redwood Park Advisors
Redwood City,
California
|
$22.3K
|
+$22.2K
|
+415
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$17K
|
-$13.9K
|
-260
|
-45%
|
|
|
25
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$16.7K
|
–
|
–
|
–
|
|
