|
1
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$953K
|
+40,567
|
+8%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$5.41M
|
+$95.4K
|
+4,060
|
+2%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.94M
|
+$285K
|
+12,121
|
+8%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$3.05M
|
+$44.4K
|
+1,890
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.84M
|
+$37.4K
|
+1,590
|
+2%
|
|
|
6
|
|
$1.21M
|
+$1.2M
|
+51,124
|
New
|
|
|
7
|
Clean Yield Group
Norwich,
Vermont
|
$1.18M
|
-$75.4K
|
-3,206
|
-6%
|
|
|
8
|
Albion Financial Group
Salt Lake City,
Utah
|
$970K
|
+$11.6K
|
+492
|
+1%
|
|
|
9
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$825K
|
+$820K
|
+34,896
|
New
|
|
|
10
|
Neumann Capital Management
Foster City,
California
|
$690K
|
+$37.6K
|
+1,600
|
+6%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$594K
|
–
|
–
|
–
|
|
|
12
|
Vontobel Holding
Zurich,
Switzerland
|
$593K
|
-$202K
|
-8,603
|
-26%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$570K
|
-$43.5K
|
-1,852
|
-7%
|
|
|
14
|
WesBanco Bank
Wheeling,
West Virginia
|
$450K
|
–
|
–
|
–
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$398K
|
+$12.5K
|
+530
|
+3%
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$337K
|
+$9.68K
|
+412
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$322K
|
+$18.1K
|
+769
|
+6%
|
|
|
18
|
Live Oak Investment Partners
Austin,
Texas
|
$320K
|
–
|
–
|
–
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$306K
|
+$18K
|
+764
|
+6%
|
|
|
20
|
Golden State Equity Partners
South Coast Metro,
California
|
$306K
|
+$304K
|
+12,933
|
New
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$304K
|
+$303K
|
+12,881
|
New
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$294K
|
+$12.9K
|
+550
|
+5%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$292K
|
-$22.3K
|
-948
|
-7%
|
|
|
24
|
American Financial & Tax Strategies
New York
|
$276K
|
+$275K
|
+11,687
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$265K
|
+$35.4K
|
+1,506
|
+16%
|
|
