|
1
|
LPL Financial
San Diego,
California
|
$14M
|
+$578K
|
+24,036
|
+4%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$10.8M
|
+$1.7M
|
+70,751
|
+18%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.46M
|
+$411K
|
+17,077
|
+10%
|
|
|
4
|
Rossby Financial
Melbourne,
Florida
|
$4.25M
|
+$4.31M
|
+179,166
|
New
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$3.98M
|
+$735K
|
+30,560
|
+22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.85M
|
-$94.8K
|
-3,942
|
-5%
|
|
|
7
|
Natural Investments
Windsor,
California
|
$1.32M
|
+$1.34M
|
+55,675
|
New
|
|
|
8
|
Clean Yield Group
Norwich,
Vermont
|
$1M
|
-$41.1K
|
-1,708
|
-4%
|
|
|
9
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$830K
|
-$2.6K
|
-108
|
-0.3%
|
|
|
10
|
Neumann Capital Management
Foster City,
California
|
$674K
|
-$24K
|
-1,000
|
-3%
|
|
|
11
|
|
$655K
|
-$181K
|
-7,533
|
-21%
|
|
|
12
|
Smart Portfolios LLC
Seattle,
Washington
|
$654K
|
+$664K
|
+27,606
|
New
|
|
|
13
|
Vontobel Holding
Zurich,
Switzerland
|
$634K
|
+$19.8K
|
+824
|
+3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$629K
|
+$97.8K
|
+4,068
|
+18%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$596K
|
+$605K
|
+25,146
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$526K
|
-$36.7K
|
-1,527
|
-6%
|
|
|
17
|
WesBanco Bank
Wheeling,
West Virginia
|
$433K
|
–
|
–
|
–
|
|
|
18
|
Abound Financial
Granite Bay,
California
|
$429K
|
+$435K
|
+18,097
|
New
|
|
|
19
|
Golden State Wealth Management
Santa Ana,
California
|
$394K
|
+$399K
|
+16,615
|
New
|
|
|
20
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$360K
|
+$365K
|
+15,169
|
New
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$355K
|
+$50.5K
|
+2,100
|
+16%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$344K
|
+$45.7K
|
+1,900
|
+15%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$330K
|
+$7.57K
|
+315
|
+2%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$327K
|
+$22.8K
|
+950
|
+7%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
$322K
|
-$50.3K
|
-2,093
|
-13%
|
|
