|
1
|
Clean Yield Group
Norwich,
Vermont
|
$11.7M
|
+$979K
|
+36,467
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.93M
|
+$219K
|
+8,168
|
+8%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.79M
|
+$610K
|
+22,735
|
+28%
|
|
|
4
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1.51M
|
+$829K
|
+30,899
|
+121%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.46M
|
-$213K
|
-7,941
|
-13%
|
|
|
6
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.04M
|
+$1.04M
|
+38,695
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$985K
|
+$92.9K
|
+3,462
|
+10%
|
|
|
8
|
Albion Financial Group
Salt Lake City,
Utah
|
$721K
|
+$11.1K
|
+415
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$694K
|
+$222K
|
+8,287
|
+47%
|
|
|
10
|
Neumann Capital Management
Foster City,
California
|
$640K
|
+$32.2K
|
+1,200
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$567K
|
-$110K
|
-4,096
|
-16%
|
|
|
12
|
Regatta Capital Group
El Segundo,
California
|
$552K
|
+$553K
|
+20,608
|
New
|
|
|
13
|
WesBanco Bank
Wheeling,
West Virginia
|
$519K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$474K
|
-$217K
|
-8,092
|
-31%
|
|
|
15
|
Nottingham Advisors
Amherst,
New York
|
$433K
|
+$29.4K
|
+1,095
|
+7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$411K
|
+$12.9K
|
+480
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$368K
|
+$3.19K
|
+119
|
+0.9%
|
|
|
18
|
First Pacific Financial
Vancouver,
Washington
|
$355K
|
+$356K
|
+13,251
|
New
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$346K
|
–
|
–
|
–
|
|
|
20
|
Lockerman Financial Group
Newport Beach,
California
|
$278K
|
+$279K
|
+10,375
|
New
|
|
|
21
|
Fairview Capital Investment Management
Greenbrae,
California
|
$244K
|
–
|
–
|
–
|
|
|
22
|
Adalta Capital Management
New York
|
$221K
|
–
|
–
|
–
|
|
|
23
|
Fountainhead AM
Warren,
New Jersey
|
$217K
|
+$1.5K
|
+56
|
+0.7%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$216K
|
+$216K
|
+8,064
|
New
|
|
|
25
|
|
$113K
|
–
|
–
|
–
|
|
