|
1
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$1.11M
|
+46,546
|
+7%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$13M
|
+$541K
|
+22,638
|
+4%
|
|
|
3
|
Rossby Financial
Melbourne,
Florida
|
$5.88M
|
+$659K
|
+27,581
|
+13%
|
|
|
4
|
rebel Financial
Groveport,
Ohio
|
$5.21M
|
+$5.14M
|
+214,842
|
New
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.41M
|
+$10.8K
|
+452
|
+0.2%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$2.97M
|
-$1.56M
|
-65,281
|
-35%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.82M
|
-$43.9K
|
-1,835
|
-2%
|
|
|
8
|
Natural Investments
Windsor,
California
|
$1.52M
|
+$63.9K
|
+2,674
|
+4%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$1.12M
|
+$53K
|
+2,218
|
+5%
|
|
|
10
|
Clean Yield Group
Norwich,
Vermont
|
$941K
|
-$17.8K
|
-744
|
-2%
|
|
|
11
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$900K
|
+$46.8K
|
+1,957
|
+6%
|
|
|
12
|
Neumann Capital Management
Foster City,
California
|
$816K
|
+$108K
|
+4,500
|
+15%
|
|
|
13
|
|
$725K
|
-$330K
|
-13,821
|
-32%
|
|
|
14
|
Smart Portfolios LLC
Seattle,
Washington
|
$671K
|
-$20.2K
|
-844
|
-3%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$610K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$559K
|
-$67.5K
|
-2,825
|
-11%
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$556K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$517K
|
+$184K
|
+7,688
|
+56%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$491K
|
+$30.3K
|
+1,266
|
+7%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$465K
|
-$35.5K
|
-1,486
|
-7%
|
|
|
21
|
WesBanco Bank
Wheeling,
West Virginia
|
$443K
|
–
|
–
|
–
|
|
|
22
|
Golden State Wealth Management
Santa Ana,
California
|
$402K
|
-$6.88K
|
-288
|
-2%
|
|
|
23
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$381K
|
-$2.46K
|
-103
|
-0.7%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$371K
|
+$23.3K
|
+976
|
+7%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$363K
|
–
|
–
|
–
|
|
