|
1
|
LPL Financial
San Diego,
California
|
$20.8M
|
+$2.36M
|
+96,614
|
+13%
|
|
|
2
|
PFG Investments
Woodbury,
New York
|
$17.9M
|
+$4.85M
|
+198,444
|
+37%
|
|
|
3
|
Rossby Financial
Melbourne,
Florida
|
$7.64M
|
+$808K
|
+33,097
|
+12%
|
|
|
4
|
rebel Financial
Groveport,
Ohio
|
$5.67M
|
+$5.69M
|
+232,929
|
New
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.59M
|
+$342
|
+14
|
+0%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$3.78M
|
+$622K
|
+25,470
|
+20%
|
|
|
7
|
|
$2.92M
|
+$31.7K
|
+1,298
|
+1%
|
|
|
8
|
Natural Investments
Windsor,
California
|
$1.56M
|
+$1.56M
|
+63,969
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.33M
|
-$558K
|
-22,843
|
-30%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.15M
|
+$6.98K
|
+286
|
+0.6%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$1.11M
|
+$550K
|
+22,539
|
+98%
|
|
|
12
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$930K
|
+$26.6K
|
+1,090
|
+3%
|
|
|
13
|
Clean Yield Group
Norwich,
Vermont
|
$923K
|
-$8.47K
|
-347
|
-0.9%
|
|
|
14
|
Neumann Capital Management
Foster City,
California
|
$889K
|
+$70.8K
|
+2,900
|
+9%
|
|
|
15
|
True Blue Financial
Stevensville,
Michigan
|
$799K
|
+$801K
|
+32,817
|
New
|
|
|
16
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$795K
|
+$798K
|
+32,678
|
New
|
|
|
17
|
Smart Portfolios LLC
Seattle,
Washington
|
$719K
|
+$28.4K
|
+1,163
|
+4%
|
|
|
18
|
|
$709K
|
-$1.11M
|
-45,405
|
-61%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$664K
|
-$830
|
-34
|
-0.1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$617K
|
+$73.8K
|
+3,024
|
+14%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$597K
|
-$17.1K
|
-700
|
-3%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$582K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$578K
|
+$24.6K
|
+1,006
|
+4%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$525K
|
+$5.23K
|
+214
|
+1%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$520K
|
+$521K
|
+21,353
|
New
|
|
