|
1
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
-$196K
|
-15,941
|
-10%
|
|
|
2
|
BOK Financial
Tulsa,
Oklahoma
|
$921K
|
–
|
–
|
–
|
|
|
3
|
|
$896K
|
+$11.5K
|
+937
|
+1%
|
|
|
4
|
Colorado Capital Management
Boulder,
Colorado
|
$698K
|
+$29.5K
|
+2,402
|
+5%
|
|
|
5
|
Edelman Financial Services
Fairfax,
Virginia
|
$688K
|
+$20.9K
|
+1,706
|
+3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$562K
|
+$52K
|
+4,236
|
+11%
|
|
|
7
|
Clean Yield Group
Norwich,
Vermont
|
$532K
|
-$86.5K
|
-7,050
|
-14%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$524K
|
+$62.5K
|
+5,095
|
+14%
|
|
|
9
|
|
$502K
|
+$241K
|
+19,619
|
+98%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$471K
|
+$15.6K
|
+1,275
|
+4%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$449K
|
+$40.5K
|
+3,304
|
+10%
|
|
|
12
|
|
$388K
|
-$165K
|
-13,433
|
-30%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$357K
|
-$23.5K
|
-1,913
|
-6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$296K
|
–
|
–
|
–
|
|
|
15
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$211K
|
+$161K
|
+13,146
|
+375%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$202K
|
+$196K
|
+15,940
|
New
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$187K
|
–
|
–
|
–
|
|
|
18
|
Mosaic Financial Partners
San Francisco,
California
|
$172K
|
+$167K
|
+13,590
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$133K
|
+$129K
|
+10,482
|
New
|
|
|
20
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$127K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$114K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$62K
|
+$37.5K
|
+3,058
|
+172%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$58K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$42K
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$29.7K
|
–
|
–
|
–
|
|
