|
1
|
Clean Yield Group
Norwich,
Vermont
|
$9.04M
|
-$1.92M
|
-74,657
|
-17%
|
|
|
2
|
|
$8.52M
|
+$8.76M
|
+341,074
|
New
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.8M
|
+$210K
|
+8,197
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.78M
|
+$49.8K
|
+1,941
|
+2%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$1.17M
|
+$1.21M
|
+47,017
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.12M
|
+$1.15M
|
+44,693
|
New
|
|
|
7
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.01M
|
+$43.6K
|
+1,700
|
+4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$947K
|
+$28.5K
|
+1,110
|
+3%
|
|
|
9
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$897K
|
-$530K
|
-20,640
|
-37%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$749K
|
+$103K
|
+4,031
|
+16%
|
|
|
11
|
Albion Financial Group
Salt Lake City,
Utah
|
$699K
|
+$27K
|
+1,050
|
+4%
|
|
|
12
|
Neumann Capital Management
Foster City,
California
|
$680K
|
+$84.7K
|
+3,300
|
+14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$587K
|
+$59K
|
+2,297
|
+11%
|
|
|
14
|
WesBanco Bank
Wheeling,
West Virginia
|
$484K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$430K
|
-$12.3K
|
-481
|
-3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$342K
|
-$1.08K
|
-42
|
-0.3%
|
|
|
17
|
Nottingham Advisors
Amherst,
New York
|
$335K
|
-$71.1K
|
-2,771
|
-17%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$323K
|
–
|
–
|
–
|
|
|
19
|
|
$286K
|
+$186K
|
+7,236
|
+171%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$285K
|
-$101K
|
-3,921
|
-26%
|
|
|
21
|
Fountainhead AM
Warren,
New Jersey
|
$242K
|
+$41.3K
|
+1,610
|
+20%
|
|
|
22
|
ETFidea
Syracuse,
New York
|
$238K
|
+$244K
|
+9,514
|
New
|
|
|
23
|
Fairview Capital Investment Management
Greenbrae,
California
|
$237K
|
+$10.3K
|
+400
|
+4%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$222K
|
+$228K
|
+8,885
|
New
|
|
|
25
|
Adalta Capital Management
New York
|
$206K
|
–
|
–
|
–
|
|
