|
1
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$167K
|
+6,155
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$780K
|
-$838K
|
-30,966
|
-52%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$762K
|
+$413K
|
+15,274
|
+123%
|
|
|
4
|
Nottingham Advisors
Amherst,
New York
|
$712K
|
+$12.4K
|
+460
|
+2%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$572K
|
+$55.5K
|
+2,050
|
+11%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$550K
|
+$130K
|
+4,792
|
+32%
|
|
|
7
|
WesBanco Bank
Wheeling,
West Virginia
|
$534K
|
–
|
–
|
–
|
|
|
8
|
|
$492K
|
-$729K
|
-26,943
|
-60%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$348K
|
-$223K
|
-8,246
|
-39%
|
|
|
10
|
Epstein & White Financial
San Diego,
California
|
$344K
|
+$2.19K
|
+81
|
+0.7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$251K
|
+$7.63K
|
+282
|
+3%
|
|
|
12
|
Adalta Capital Management
New York
|
$227K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$223K
|
-$18.2K
|
-673
|
-8%
|
|
|
14
|
Fairview Capital Investment Management
Greenbrae,
California
|
$207K
|
+$204K
|
+7,525
|
New
|
|
|
15
|
Clean Yield Group
Norwich,
Vermont
|
$114K
|
+$98.2K
|
+3,630
|
+726%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$77K
|
–
|
–
|
–
|
|
|
17
|
|
$64K
|
+$63.1K
|
+2,332
|
New
|
|
|
18
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$55K
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$41K
|
+$40.6K
|
+1,499
|
New
|
|
|
20
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$14K
|
-$1.05K
|
-39
|
-7%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$11K
|
–
|
–
|
–
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
+$3.08K
|
+114
|
New
|
|
