|
1
|
UBS Group
Zurich,
Switzerland
|
$2M
|
+$71.3K
|
+6,181
|
+4%
|
|
|
2
|
BOK Financial
Tulsa,
Oklahoma
|
$867K
|
-$51.4K
|
-4,460
|
-6%
|
|
|
3
|
|
$831K
|
+$138K
|
+11,944
|
+21%
|
|
|
4
|
Colorado Capital Management
Boulder,
Colorado
|
$628K
|
-$24.8K
|
-2,149
|
-4%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$627K
|
+$14.2K
|
+1,232
|
+2%
|
|
|
6
|
Clean Yield Group
Norwich,
Vermont
|
$594K
|
-$2.31K
|
-200
|
-0.4%
|
|
|
7
|
|
$525K
|
-$4.52K
|
-392
|
-0.9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$479K
|
+$152K
|
+13,212
|
+49%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$433K
|
-$2.77K
|
-240
|
-0.7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$428K
|
+$61.1K
|
+5,294
|
+17%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$383K
|
+$54.9K
|
+4,763
|
+17%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$359K
|
-$79.7K
|
-6,912
|
-19%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$278K
|
–
|
–
|
–
|
|
|
14
|
|
$239K
|
+$11.8K
|
+1,021
|
+5%
|
|
|
15
|
Howland Capital Management
Boston,
Massachusetts
|
$176K
|
–
|
–
|
–
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$175K
|
+$9.45K
|
+819
|
+6%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$120K
|
+$116K
|
+10,095
|
New
|
|
|
18
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$119K
|
–
|
–
|
–
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$107K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$55K
|
–
|
–
|
–
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$42K
|
+$38.2K
|
+3,310
|
+1,655%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$39K
|
+$13.8K
|
+1,200
|
+57%
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$28K
|
-$1.88K
|
-163
|
-6%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
–
|
–
|
–
|
|
