|
1
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$2.03M
|
+83,372
|
+12%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$13.2M
|
+$82.9K
|
+3,410
|
+0.6%
|
|
|
3
|
Rossby Financial
Melbourne,
Florida
|
$6.85M
|
+$925K
|
+38,079
|
+16%
|
|
|
4
|
rebel Financial
Groveport,
Ohio
|
$5.32M
|
-$5.22M
|
-214,842
|
Closed
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.61M
|
+$168K
|
+6,932
|
+4%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$3.17M
|
+$184K
|
+7,583
|
+6%
|
|
|
7
|
|
$2.9M
|
+$2.89M
|
+118,819
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.89M
|
+$57K
|
+2,348
|
+3%
|
|
|
9
|
|
$1.82M
|
+$1.08M
|
+44,621
|
+149%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.15M
|
+$26.1K
|
+1,075
|
+2%
|
|
|
11
|
Clean Yield Group
Norwich,
Vermont
|
$936K
|
-$12.7K
|
-524
|
-1%
|
|
|
12
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$907K
|
+$607
|
+25
|
+0.1%
|
|
|
13
|
Neumann Capital Management
Foster City,
California
|
$822K
|
–
|
–
|
–
|
|
|
14
|
Smart Portfolios LLC
Seattle,
Washington
|
$694K
|
+$17.5K
|
+722
|
+3%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$667K
|
+$52.5K
|
+2,160
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$616K
|
+$52.6K
|
+2,166
|
+9%
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$584K
|
+$217K
|
+8,917
|
+60%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$564K
|
+$320K
|
+13,176
|
+132%
|
|
|
19
|
Vontobel Holding
Zurich,
Switzerland
|
$560K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$556K
|
+$303K
|
+12,489
|
+122%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$545K
|
+$75.9K
|
+3,124
|
+16%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$522K
|
+$486
|
+20
|
+0.1%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$514K
|
+$19.4K
|
+797
|
+4%
|
|
|
24
|
WesBanco Bank
Wheeling,
West Virginia
|
$446K
|
–
|
–
|
–
|
|
|
25
|
Golden State Equity Partners
South Coast Metro,
California
|
$416K
|
+$61.6K
|
+2,535
|
+17%
|
|
