|
1
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$960K
|
+39,739
|
+8%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$9.49M
|
+$3.82M
|
+158,051
|
+69%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.2M
|
+$113K
|
+4,689
|
+3%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$3.37M
|
+$204K
|
+8,432
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.01M
|
+$97.2K
|
+4,027
|
+5%
|
|
|
6
|
Clean Yield Group
Norwich,
Vermont
|
$1.08M
|
-$141K
|
-5,846
|
-12%
|
|
|
7
|
|
$863K
|
-$385K
|
-15,948
|
-31%
|
|
|
8
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$862K
|
+$5.63K
|
+233
|
+0.7%
|
|
|
9
|
Neumann Capital Management
Foster City,
California
|
$723K
|
+$6.04K
|
+250
|
+0.9%
|
|
|
10
|
Golden State Equity Partners
South Coast Metro,
California
|
$690K
|
+$367K
|
+15,179
|
+117%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$637K
|
+$20.7K
|
+857
|
+3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$617K
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$582K
|
+$351K
|
+14,548
|
+159%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$551K
|
-$39.8K
|
-1,647
|
-7%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$539K
|
+$530K
|
+21,947
|
New
|
|
|
16
|
WesBanco Bank
Wheeling,
West Virginia
|
$448K
|
-$18.4K
|
-760
|
-4%
|
|
|
17
|
Nottingham Advisors
Amherst,
New York
|
$385K
|
+$34.6K
|
+1,431
|
+10%
|
|
|
18
|
Congress Wealth Management
Boston,
Massachusetts
|
$335K
|
+$31.1K
|
+1,288
|
+10%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$334K
|
+$193
|
+8
|
+0.1%
|
|
|
20
|
Live Oak Investment Partners
Austin,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$320K
|
+$44.5K
|
+1,845
|
+16%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$316K
|
–
|
–
|
–
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$316K
|
-$2.27K
|
-94
|
-0.7%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$315K
|
+$9.66K
|
+400
|
+3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$309K
|
+$67.5K
|
+2,796
|
+29%
|
|
