|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$19.1M
|
+$231K
|
+3,076
|
+1%
|
|
|
2
|
AllSquare Wealth Management
Albany,
New York
|
$5.17M
|
-$159K
|
-2,116
|
-3%
|
|
|
3
|
SimplyRich
Carlsbad,
California
|
$3.33M
|
-$22.6K
|
-301
|
-0.7%
|
|
|
4
|
|
$2.32M
|
+$818K
|
+10,882
|
+57%
|
|
|
5
|
|
$1.96M
|
-$1.5M
|
-20,006
|
-44%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.76M
|
+$215K
|
+2,862
|
+14%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$1.37M
|
+$1.34M
|
+17,772
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$6.99K
|
+93
|
+0.5%
|
|
|
9
|
Bailard
Foster City,
California
|
$895K
|
-$415K
|
-5,525
|
-32%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$829K
|
+$808K
|
+10,750
|
New
|
|
|
11
|
SG Americas Securities
New York
|
$597K
|
+$130K
|
+1,725
|
+29%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$556K
|
-$34.8K
|
-463
|
-6%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$546K
|
+$18.6K
|
+248
|
+4%
|
|
|
14
|
Breiter Capital Management
Bradenton,
Florida
|
$471K
|
+$458K
|
+6,089
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$467K
|
-$57.4K
|
-764
|
-11%
|
|
|
16
|
Wintrust Investments
Chicago,
Illinois
|
$429K
|
+$417K
|
+5,544
|
New
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$416K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$366K
|
-$45K
|
-599
|
-11%
|
|
|
19
|
|
$306K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$302K
|
-$28.6K
|
-381
|
-9%
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$208K
|
+$203K
|
+2,694
|
New
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$151K
|
+$146K
|
+1,944
|
New
|
|
|
23
|
Raffa Wealth Management
Washington,
District of Columbia
|
$65K
|
+$63.2K
|
+841
|
New
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$39K
|
–
|
–
|
–
|
|
