|
1
|
Natural Investments
Windsor,
California
|
$7.33M
|
+$1.09M
|
+21,332
|
+19%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$1.74M
|
-$150K
|
-2,916
|
-9%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
-$306K
|
-5,968
|
-20%
|
|
|
4
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.14M
|
+$174K
|
+3,400
|
+20%
|
|
|
5
|
Joel Adams & Associates
Asheville,
North Carolina
|
$588K
|
-$35.9K
|
-700
|
-6%
|
|
|
6
|
|
$469K
|
-$19.8K
|
-386
|
-4%
|
|
|
7
|
Cadence Bank
Tupelo,
Mississippi
|
$395K
|
–
|
–
|
–
|
|
|
8
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$311K
|
-$504K
|
-9,837
|
-64%
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
$304K
|
-$75.7K
|
-1,476
|
-21%
|
|
|
10
|
|
$267K
|
–
|
–
|
–
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$255K
|
–
|
–
|
–
|
|
|
12
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$219K
|
-$114K
|
-2,222
|
-36%
|
|
|
14
|
Howe & Rusling
Rochester,
New York
|
$190K
|
+$174K
|
+3,397
|
New
|
|
|
15
|
Garde Capital
Seattle,
Washington
|
$142K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$137K
|
-$190K
|
-3,702
|
-60%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
18
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$94.8K
|
–
|
–
|
–
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$84K
|
–
|
–
|
–
|
|
|
20
|
SOA Wealth Advisors
New York
|
$56K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$53.8K
|
+$37.2K
|
+725
|
+229%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$40K
|
–
|
–
|
–
|
|
|
23
|
First Community Trust
Dubuque,
Iowa
|
$33.3K
|
–
|
–
|
–
|
|
|
24
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$32.1K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$23.7K
|
+$21.7K
|
+423
|
New
|
|
