|
1
|
Aviance Capital Management
Sarasota,
Florida
|
$1.4M
|
-$17.5K
|
-1,465
|
-1%
|
|
|
2
|
Clean Yield Group
Norwich,
Vermont
|
$1.13M
|
+$45.5K
|
+3,813
|
+4%
|
|
|
3
|
BOK Financial
Tulsa,
Oklahoma
|
$642K
|
+$36.9K
|
+3,090
|
+6%
|
|
|
4
|
|
$617K
|
+$35.2K
|
+2,947
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$553K
|
-$11.4K
|
-952
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$522K
|
+$24.7K
|
+2,071
|
+5%
|
|
|
7
|
|
$446K
|
-$345K
|
-28,863
|
-45%
|
|
|
8
|
Edelman Financial Services
Fairfax,
Virginia
|
$435K
|
+$9.77K
|
+818
|
+2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$433K
|
-$27.4K
|
-2,293
|
-6%
|
|
|
10
|
Highmount Capital
New York
|
$381K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$351K
|
+$43.3K
|
+3,624
|
+15%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$278K
|
+$259K
|
+21,679
|
+5,174%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$247K
|
-$166K
|
-13,879
|
-41%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$227K
|
-$27.8K
|
-2,328
|
-11%
|
|
|
15
|
Parsec Financial Management
Asheville,
North Carolina
|
$168K
|
+$160K
|
+13,365
|
New
|
|
|
16
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$160K
|
–
|
–
|
–
|
|
|
17
|
Barclays
London,
United Kingdom
|
$96K
|
–
|
–
|
–
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$81K
|
–
|
–
|
–
|
|
|
19
|
|
$60K
|
+$29.9K
|
+2,500
|
+111%
|
|
|
20
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$58K
|
–
|
–
|
–
|
|
|
21
|
American International Group
New York
|
$50K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$38K
|
+$9.83K
|
+823
|
+37%
|
|
|
23
|
Ironwood Financial
Tucson,
Arizona
|
$32K
|
+$2.35K
|
+197
|
+8%
|
|
|
24
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$18.6K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17K
|
+$16.2K
|
+1,357
|
New
|
|
