|
1
|
Aviance Capital Management
Sarasota,
Florida
|
$1.74M
|
-$328K
|
-31,251
|
-16%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
+$110K
|
+10,464
|
+7%
|
|
|
3
|
BOK Financial
Tulsa,
Oklahoma
|
$811K
|
+$21.5K
|
+2,050
|
+3%
|
|
|
4
|
Clean Yield Group
Norwich,
Vermont
|
$617K
|
-$229K
|
-21,755
|
-27%
|
|
|
5
|
|
$599K
|
+$12.8K
|
+1,222
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$543K
|
+$88.1K
|
+8,381
|
+19%
|
|
|
7
|
Colorado Capital Management
Boulder,
Colorado
|
$541K
|
-$26.1K
|
-2,483
|
-5%
|
|
|
8
|
|
$473K
|
+$203K
|
+19,339
|
+74%
|
|
|
9
|
Edelman Financial Services
Fairfax,
Virginia
|
$467K
|
+$51.3K
|
+4,885
|
+12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$365K
|
-$27.7K
|
-2,632
|
-7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$307K
|
+$111K
|
+10,567
|
+56%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$244K
|
-$75.7K
|
-7,209
|
-24%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$237K
|
+$18.1K
|
+1,720
|
+8%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$223K
|
+$225K
|
+21,436
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$221K
|
+$31.5K
|
+3,000
|
+16%
|
|
|
16
|
Parsec Financial Management
Asheville,
North Carolina
|
$169K
|
–
|
–
|
–
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$132K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$123K
|
+$8.63K
|
+821
|
+8%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$118K
|
+$119K
|
+11,330
|
New
|
|
|
20
|
Virtu KCG Holdings
New York
|
$115K
|
+$116K
|
+11,055
|
New
|
|
|
21
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$104K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$93K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$48K
|
+$48.4K
|
+4,604
|
New
|
|
|
24
|
Thomas White International
Chicago,
Illinois
|
$43K
|
+$10.6K
|
+1,010
|
+32%
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$28K
|
+$12.1K
|
+1,150
|
+77%
|
|
