|
1
|
Natural Investments
Windsor,
California
|
$11.3M
|
+$2.23M
|
+37,236
|
+23%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$1.93M
|
-$27.3K
|
-456
|
-1%
|
|
|
3
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.37M
|
+$51K
|
+850
|
+4%
|
|
|
4
|
Capital City Trust
Tallahassee,
Florida
|
$1.16M
|
+$1.24M
|
+20,600
|
New
|
|
|
5
|
GAM Holding
Zurich,
Switzerland
|
$1.03M
|
-$1.09M
|
-18,170
|
-50%
|
|
|
6
|
Joel Adams & Associates
Asheville,
North Carolina
|
$593K
|
–
|
–
|
–
|
|
|
7
|
Sunrise Financial Services
Burien,
Washington
|
$523K
|
+$555K
|
+9,249
|
New
|
|
|
8
|
|
$366K
|
-$60
|
-1
|
-0%
|
|
|
9
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$315K
|
+$540
|
+9
|
+0.2%
|
|
|
10
|
PFG Investments
Woodbury,
New York
|
$312K
|
+$1.5K
|
+25
|
+0.5%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$308K
|
+$4.62K
|
+77
|
+1%
|
|
|
12
|
Two Sigma Investments
New York
|
$288K
|
+$306K
|
+5,100
|
New
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$270K
|
–
|
–
|
–
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$257K
|
–
|
–
|
–
|
|
|
15
|
Howe & Rusling
Rochester,
New York
|
$192K
|
–
|
–
|
–
|
|
|
16
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$135K
|
+$17K
|
+283
|
+14%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134K
|
-$1.26M
|
-20,976
|
-90%
|
|
|
18
|
SOA Wealth Advisors
New York
|
$56.5K
|
–
|
–
|
–
|
|
|
19
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$45.9K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.3K
|
+$23.6K
|
+393
|
+96%
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$40.3K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$35.4K
|
+$1.86K
|
+31
|
+5%
|
|
|
23
|
First Community Trust
Dubuque,
Iowa
|
$33.6K
|
–
|
–
|
–
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
25
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$32.1K
|
–
|
–
|
–
|
|
