|
1
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$57.4M
|
+$52.9M
|
+818,118
|
New
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$15.6M
|
+$1.09M
|
+16,791
|
+8%
|
|
|
3
|
Cardan Capital Partners
Denver,
Colorado
|
$14.2M
|
-$215K
|
-3,322
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.94M
|
+$3.74M
|
+57,818
|
+215%
|
|
|
5
|
AllSquare Wealth Management
Albany,
New York
|
$4.99M
|
+$129K
|
+1,997
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.26M
|
+$77.5K
|
+1,199
|
+2%
|
|
|
7
|
|
$2.69M
|
+$1.89M
|
+29,266
|
+324%
|
|
|
8
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$1.99M
|
–
|
–
|
–
|
|
|
9
|
|
$1.47M
|
-$89.1K
|
-1,378
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.11M
|
-$185K
|
-2,862
|
-15%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$844K
|
-$20.4K
|
-315
|
-3%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$532K
|
+$35.5K
|
+549
|
+8%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$479K
|
-$10.7K
|
-166
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$439K
|
-$8.41K
|
-130
|
-2%
|
|
|
15
|
SG Americas Securities
New York
|
$409K
|
–
|
–
|
–
|
|
|
16
|
Great Lakes Advisors
Chicago,
Illinois
|
$383K
|
-$517
|
-8
|
-0.1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$380K
|
-$183K
|
-2,833
|
-34%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$291K
|
+$776
|
+12
|
+0.3%
|
|
|
19
|
|
$278K
|
–
|
–
|
–
|
|
|
20
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$244K
|
+$225K
|
+3,474
|
New
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$130K
|
+$4.98K
|
+77
|
+4%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$48K
|
+$35.1K
|
+543
|
+374%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$35K
|
–
|
–
|
–
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$32K
|
–
|
–
|
–
|
|
