|
1
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$893K
|
+37,360
|
+6%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$12.3M
|
+$1.32M
|
+55,065
|
+12%
|
|
|
3
|
Rossby Financial
Melbourne,
Florida
|
$5.16M
|
+$857K
|
+35,884
|
+20%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
$4.51M
|
+$472K
|
+19,734
|
+12%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.36M
|
-$168K
|
-7,029
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.85M
|
-$30K
|
-1,255
|
-2%
|
|
|
7
|
Natural Investments
Windsor,
California
|
$1.44M
|
+$104K
|
+4,339
|
+8%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$1.06M
|
+$1.05M
|
+43,878
|
New
|
|
|
9
|
|
$1.05M
|
+$384K
|
+16,089
|
+58%
|
|
|
10
|
Clean Yield Group
Norwich,
Vermont
|
$952K
|
-$63.3K
|
-2,650
|
-6%
|
|
|
11
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$846K
|
+$3.3K
|
+138
|
+0.4%
|
|
|
12
|
Neumann Capital Management
Foster City,
California
|
$701K
|
+$16.7K
|
+700
|
+2%
|
|
|
13
|
Smart Portfolios LLC
Seattle,
Washington
|
$686K
|
+$21.9K
|
+917
|
+3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$623K
|
-$15.6K
|
-653
|
-2%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$605K
|
–
|
–
|
–
|
|
|
16
|
Atria Wealth Solutions
New York
|
$593K
|
+$321K
|
+13,425
|
+120%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$564K
|
+$560K
|
+23,439
|
New
|
|
|
18
|
Vontobel Holding
Zurich,
Switzerland
|
$552K
|
-$91.7K
|
-3,837
|
-14%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$498K
|
-$36K
|
-1,507
|
-7%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$457K
|
+$107K
|
+4,493
|
+31%
|
|
|
21
|
WesBanco Bank
Wheeling,
West Virginia
|
$439K
|
–
|
–
|
–
|
|
|
22
|
Golden State Wealth Management
Santa Ana,
California
|
$406K
|
+$5.97K
|
+250
|
+2%
|
|
|
23
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$380K
|
+$15.4K
|
+643
|
+4%
|
|
|
24
|
Golden State Equity Partners
South Coast Metro,
California
|
$379K
|
+$58.2K
|
+2,435
|
+18%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$360K
|
–
|
–
|
–
|
|
