|
1
|
Aviance Capital Management
Sarasota,
Florida
|
$2.8M
|
+$41.9K
|
+4,098
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
+$55.4K
|
+5,421
|
+4%
|
|
|
3
|
Clean Yield Group
Norwich,
Vermont
|
$910K
|
-$124K
|
-12,110
|
-13%
|
|
|
4
|
BOK Financial
Tulsa,
Oklahoma
|
$612K
|
+$3.89K
|
+380
|
+0.7%
|
|
|
5
|
Colorado Capital Management
Boulder,
Colorado
|
$521K
|
+$900
|
+88
|
+0.2%
|
|
|
6
|
|
$496K
|
+$216K
|
+21,164
|
+86%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$431K
|
-$48.7K
|
-4,767
|
-11%
|
|
|
8
|
|
$429K
|
+$405K
|
+39,581
|
New
|
|
|
9
|
Edelman Financial Services
Fairfax,
Virginia
|
$415K
|
+$21.4K
|
+2,092
|
+6%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$305K
|
+$26.9K
|
+2,634
|
+10%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$262K
|
-$8.82K
|
-863
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$248K
|
-$112K
|
-10,925
|
-32%
|
|
|
13
|
|
$236K
|
+$223K
|
+21,764
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205K
|
-$12.8K
|
-1,248
|
-6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$196K
|
-$5.11K
|
-500
|
-3%
|
|
|
16
|
Parsec Financial Management
Asheville,
North Carolina
|
$173K
|
+$10.2K
|
+1,000
|
+7%
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$138K
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$111K
|
+$105K
|
+10,240
|
New
|
|
|
19
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$108K
|
–
|
–
|
–
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$97K
|
-$6.29K
|
-615
|
-6%
|
|
|
21
|
|
$83K
|
+$10.2K
|
+1,000
|
+15%
|
|
|
22
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$76K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$50K
|
–
|
–
|
–
|
|
|
24
|
Thomas White International
Chicago,
Illinois
|
$32K
|
+$17.7K
|
+1,735
|
+144%
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$22K
|
+$20.5K
|
+2,000
|
New
|
|
