|
1
|
Clean Yield Group
Norwich,
Vermont
|
$10M
|
+$3.25M
|
+119,022
|
+48%
|
|
|
2
|
|
$2.89M
|
+$2.03M
|
+74,517
|
+241%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.43M
|
-$232K
|
-8,512
|
-9%
|
|
|
4
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.99M
|
+$708K
|
+25,941
|
+56%
|
|
|
5
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.83M
|
+$474K
|
+17,375
|
+35%
|
|
|
6
|
Retirement Capital Strategies
San Jose,
California
|
$1.68M
|
+$1.67M
|
+61,290
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.66M
|
+$878K
|
+32,180
|
+114%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$889K
|
-$9.33K
|
-342
|
-1%
|
|
|
9
|
Nottingham Advisors
Amherst,
New York
|
$800K
|
+$10.3K
|
+377
|
+1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$715K
|
-$73.4K
|
-2,691
|
-9%
|
|
|
11
|
Albion Financial Group
Salt Lake City,
Utah
|
$661K
|
+$657K
|
+24,085
|
New
|
|
|
12
|
WesBanco Bank
Wheeling,
West Virginia
|
$533K
|
–
|
–
|
–
|
|
|
13
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$508K
|
+$217K
|
+7,942
|
+75%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$445K
|
+$1.53K
|
+56
|
+0.3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$403K
|
+$12.7K
|
+464
|
+3%
|
|
|
16
|
Neumann Capital Management
Foster City,
California
|
$390K
|
+$387K
|
+14,200
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$378K
|
+$37.4K
|
+1,372
|
+11%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$374K
|
+$41.4K
|
+1,519
|
+13%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$371K
|
+$43.7K
|
+1,601
|
+13%
|
|
|
20
|
Epstein & White Financial
San Diego,
California
|
$350K
|
+$1.66K
|
+61
|
+0.5%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$286K
|
+$38.8K
|
+1,423
|
+15%
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$250K
|
+$43.6K
|
+1,600
|
+21%
|
|
|
23
|
Adalta Capital Management
New York
|
$227K
|
–
|
–
|
–
|
|
|
24
|
Fountainhead AM
Warren,
New Jersey
|
$218K
|
–
|
–
|
–
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$218K
|
+$216K
|
+7,927
|
New
|
|
