|
1
|
Natural Investments
Windsor,
California
|
$9.85M
|
+$9.78M
|
+162,029
|
New
|
|
|
2
|
GAM Holding
Zurich,
Switzerland
|
$2.21M
|
+$2.19M
|
+36,340
|
New
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$2.11M
|
+$130K
|
+2,154
|
+7%
|
|
|
4
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.42M
|
+$17.2K
|
+285
|
+1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
–
|
–
|
–
|
|
|
6
|
Joel Adams & Associates
Asheville,
North Carolina
|
$639K
|
–
|
–
|
–
|
|
|
7
|
|
$394K
|
-$16.9K
|
-280
|
-4%
|
|
|
8
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$339K
|
+$1.21K
|
+20
|
+0.4%
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
$334K
|
–
|
–
|
–
|
|
|
10
|
Miracle Mile Advisors
Los Angeles,
California
|
$327K
|
+$104K
|
+1,722
|
+47%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$291K
|
+$288K
|
+4,780
|
New
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$277K
|
–
|
–
|
–
|
|
|
13
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
14
|
|
$213K
|
-$76.2K
|
-1,262
|
-26%
|
|
|
15
|
Howe & Rusling
Rochester,
New York
|
$207K
|
–
|
–
|
–
|
|
|
16
|
Peregrine Asset Advisers
Portland,
Oregon
|
$205K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$148K
|
–
|
–
|
–
|
|
|
18
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$127K
|
+$23.5K
|
+390
|
+23%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$91.2K
|
–
|
–
|
–
|
|
|
20
|
SOA Wealth Advisors
New York
|
$60.8K
|
–
|
–
|
–
|
|
|
21
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$49.4K
|
+$49.1K
|
+813
|
New
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$43.4K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$36.3K
|
+$29.8K
|
+494
|
+484%
|
|
|
24
|
First Community Trust
Dubuque,
Iowa
|
$36.2K
|
–
|
–
|
–
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$36K
|
–
|
–
|
–
|
|
