|
1
|
UBS Group
Zurich,
Switzerland
|
$1.78M
|
+$32.3K
|
+2,527
|
+2%
|
|
|
2
|
BOK Financial
Tulsa,
Oklahoma
|
$857K
|
–
|
–
|
–
|
|
|
3
|
Edelman Financial Services
Fairfax,
Virginia
|
$710K
|
+$35.4K
|
+2,769
|
+5%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$647K
|
+$188K
|
+14,705
|
+37%
|
|
|
5
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$595K
|
+$157K
|
+12,259
|
+32%
|
|
|
6
|
|
$594K
|
+$12.9K
|
+1,014
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$593K
|
+$31.4K
|
+2,462
|
+5%
|
|
|
8
|
Colorado Capital Management
Boulder,
Colorado
|
$556K
|
-$78.3K
|
-6,135
|
-12%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$546K
|
+$10.8K
|
+848
|
+2%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$485K
|
-$10.7K
|
-838
|
-2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$392K
|
+$44.1K
|
+3,456
|
+12%
|
|
|
12
|
|
$360K
|
+$169K
|
+13,212
|
+77%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$284K
|
+$307K
|
+24,053
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$282K
|
+$7.66K
|
+600
|
+3%
|
|
|
15
|
Howland Capital Management
Boston,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
16
|
Clean Yield Group
Norwich,
Vermont
|
$248K
|
-$63.6K
|
-4,985
|
-19%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$219K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$166K
|
+$33.5K
|
+2,621
|
+23%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$123K
|
–
|
–
|
–
|
|
|
20
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$118K
|
–
|
–
|
–
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$106K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78K
|
+$14.9K
|
+1,168
|
+21%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$54K
|
–
|
–
|
–
|
|
|
25
|
Harrington Investments
Napa,
California
|
$43K
|
–
|
–
|
–
|
|
