|
1
|
|
$4.69M
|
-$5.1M
|
-221,215
|
-52%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$3.77M
|
-$30.7K
|
-1,333
|
-0.8%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.19M
|
-$109K
|
-4,716
|
-3%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$2.1M
|
+$180K
|
+7,803
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.76M
|
+$115K
|
+4,985
|
+7%
|
|
|
6
|
Clean Yield Group
Norwich,
Vermont
|
$1.37M
|
-$187K
|
-8,118
|
-12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.23M
|
-$15.3K
|
-662
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$917K
|
-$65.2K
|
-2,831
|
-7%
|
|
|
9
|
Albion Financial Group
Salt Lake City,
Utah
|
$835K
|
+$302K
|
+13,126
|
+55%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$700K
|
+$20.6K
|
+896
|
+3%
|
|
|
11
|
Neumann Capital Management
Foster City,
California
|
$603K
|
+$11.5K
|
+500
|
+2%
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$579K
|
-$710K
|
-30,838
|
-55%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$571K
|
-$2.1K
|
-91
|
-0.4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$567K
|
+$239K
|
+10,388
|
+71%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$502K
|
-$200K
|
-8,674
|
-28%
|
|
|
16
|
Golden State Equity Partners
South Coast Metro,
California
|
$487K
|
+$495K
|
+21,469
|
New
|
|
|
17
|
WesBanco Bank
Wheeling,
West Virginia
|
$431K
|
–
|
–
|
–
|
|
|
18
|
Live Oak Investment Partners
Austin,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$330K
|
+$346
|
+15
|
+0.1%
|
|
|
20
|
Nottingham Advisors
Amherst,
New York
|
$301K
|
+$11.3K
|
+490
|
+4%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$280K
|
+$53.8K
|
+2,336
|
+23%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$280K
|
+$1.68K
|
+73
|
+0.6%
|
|
|
23
|
Moneywise Inc
Forest,
Virginia
|
$273K
|
+$6.08K
|
+264
|
+2%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$265K
|
+$21.3K
|
+925
|
+9%
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$257K
|
+$6.7K
|
+291
|
+3%
|
|
