|
1
|
|
$9.3M
|
+$4.17M
|
+177,390
|
+75%
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.72M
|
-$17.4K
|
-740
|
-0.6%
|
|
|
3
|
Clean Yield Group
Norwich,
Vermont
|
$1.48M
|
-$296K
|
-12,596
|
-16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.31M
|
-$986K
|
-41,948
|
-42%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$1.21M
|
+$73.4K
|
+3,124
|
+6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$994K
|
+$19.4K
|
+826
|
+2%
|
|
|
7
|
First Pacific Financial
Vancouver,
Washington
|
$876K
|
+$284K
|
+12,078
|
+45%
|
|
|
8
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$784K
|
-$4.33K
|
-184
|
-0.5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$781K
|
+$201K
|
+8,544
|
+33%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$715K
|
+$207K
|
+8,825
|
+38%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$614K
|
+$50.6K
|
+2,151
|
+9%
|
|
|
12
|
Vontobel Holding
Zurich,
Switzerland
|
$595K
|
+$621K
|
+26,442
|
New
|
|
|
13
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$586K
|
-$262K
|
-11,135
|
-30%
|
|
|
14
|
Neumann Capital Management
Foster City,
California
|
$477K
|
-$118K
|
-5,000
|
-19%
|
|
|
15
|
WesBanco Bank
Wheeling,
West Virginia
|
$436K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$414K
|
+$56.4K
|
+2,399
|
+15%
|
|
|
17
|
Nottingham Advisors
Amherst,
New York
|
$290K
|
+$235
|
+10
|
+0.1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$261K
|
-$7K
|
-298
|
-3%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$259K
|
-$36.3K
|
-1,546
|
-12%
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$247K
|
-$7K
|
-298
|
-3%
|
|
|
21
|
Fountainhead AM
Warren,
New Jersey
|
$227K
|
+$7.73K
|
+329
|
+3%
|
|
|
22
|
Moneywise Inc
Forest,
Virginia
|
$225K
|
-$6.16K
|
-262
|
-3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$221K
|
-$45.5K
|
-1,936
|
-16%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$214K
|
–
|
–
|
–
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$204K
|
-$13.5K
|
-574
|
-6%
|
|
