|
1
|
UBS Group
Zurich,
Switzerland
|
$1.91M
|
-$80.3K
|
-6,209
|
-4%
|
|
|
2
|
BOK Financial
Tulsa,
Oklahoma
|
$972K
|
+$15.8K
|
+1,225
|
+2%
|
|
|
3
|
Edelman Financial Services
Fairfax,
Virginia
|
$718K
|
+$4.6K
|
+356
|
+0.7%
|
|
|
4
|
Colorado Capital Management
Boulder,
Colorado
|
$689K
|
-$34.6K
|
-2,675
|
-5%
|
|
|
5
|
|
$648K
|
-$277K
|
-21,423
|
-30%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$634K
|
+$49.2K
|
+3,809
|
+9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$553K
|
+$9.23K
|
+714
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$545K
|
+$55K
|
+4,256
|
+11%
|
|
|
9
|
Clean Yield Group
Norwich,
Vermont
|
$537K
|
-$15.5K
|
-1,200
|
-3%
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$501K
|
+$34.4K
|
+2,663
|
+8%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$469K
|
+$255K
|
+19,746
|
+124%
|
|
|
12
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$396K
|
+$175K
|
+13,510
|
+81%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$360K
|
-$10.7K
|
-824
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$305K
|
–
|
–
|
–
|
|
|
15
|
Howland Capital Management
Boston,
Massachusetts
|
$273K
|
+$77.6K
|
+6,000
|
+41%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$270K
|
+$266K
|
+20,580
|
New
|
|
|
17
|
Mosaic Financial Partners
San Francisco,
California
|
$178K
|
–
|
–
|
–
|
|
|
18
|
|
$155K
|
-$361K
|
-27,905
|
-70%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$145K
|
+$6.99K
|
+541
|
+5%
|
|
|
20
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$131K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$118K
|
–
|
–
|
–
|
|
|
22
|
Thomas White International
Chicago,
Illinois
|
$102K
|
+$84.5K
|
+6,540
|
+534%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$79K
|
+$14.7K
|
+1,139
|
+24%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$60K
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$30.8K
|
–
|
–
|
–
|
|
