|
1
|
UBS Group
Zurich,
Switzerland
|
$1.91M
|
+$41K
|
+3,103
|
+2%
|
|
|
2
|
BOK Financial
Tulsa,
Oklahoma
|
$935K
|
-$19.3K
|
-1,460
|
-2%
|
|
|
3
|
Edelman Financial Services
Fairfax,
Virginia
|
$738K
|
+$34.9K
|
+2,636
|
+5%
|
|
|
4
|
Colorado Capital Management
Boulder,
Colorado
|
$685K
|
+$9.86K
|
+745
|
+1%
|
|
|
5
|
|
$634K
|
-$423
|
-32
|
-0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$615K
|
+$74.5K
|
+5,634
|
+13%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$584K
|
+$51.3K
|
+3,878
|
+9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$540K
|
-$84.1K
|
-6,355
|
-13%
|
|
|
9
|
Parsec Financial Management
Asheville,
North Carolina
|
$516K
|
+$25.3K
|
+1,912
|
+5%
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$490K
|
+$105K
|
+7,934
|
+26%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$382K
|
+$30.6K
|
+2,317
|
+8%
|
|
|
12
|
Clean Yield Group
Norwich,
Vermont
|
$333K
|
-$199K
|
-15,015
|
-37%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$301K
|
–
|
–
|
–
|
|
|
14
|
Howland Capital Management
Boston,
Massachusetts
|
$278K
|
+$10.6K
|
+800
|
+4%
|
|
|
15
|
Advisors Preferred
Rockville,
Maryland
|
$239K
|
+$244K
|
+18,475
|
New
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$238K
|
+$245K
|
+18,500
|
New
|
|
|
17
|
|
$222K
|
+$72.6K
|
+5,488
|
+47%
|
|
|
18
|
Mosaic Financial Partners
San Francisco,
California
|
$175K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$148K
|
+$5.78K
|
+437
|
+4%
|
|
|
20
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$129K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$123K
|
+$47.4K
|
+3,586
|
+60%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$117K
|
+$99.4K
|
+7,517
|
+496%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$116K
|
–
|
–
|
–
|
|
|
24
|
Thomas White International
Chicago,
Illinois
|
$110K
|
+$9.72K
|
+735
|
+9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71K
|
+$42.9K
|
+3,244
|
+147%
|
|
