|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$9.62M
|
+$365K
|
+4,402
|
+4%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$7.08M
|
+$81.2K
|
+979
|
+1%
|
|
|
3
|
|
$1.72M
|
+$212K
|
+2,557
|
+14%
|
|
|
4
|
Coastline Trust
Providence,
Rhode Island
|
$1.39M
|
+$140K
|
+1,685
|
+11%
|
|
|
5
|
Eaton Vance Management
Boston,
Massachusetts
|
$944K
|
-$564K
|
-6,800
|
-37%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$464K
|
–
|
–
|
–
|
|
|
7
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$377K
|
+$995
|
+12
|
+0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$365K
|
+$365K
|
+4,397
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$311K
|
-$3.15K
|
-38
|
-1%
|
|
|
10
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$232K
|
–
|
–
|
–
|
|
|
11
|
QCI Asset Management
Pittsford,
New York
|
$206K
|
+$205K
|
+2,475
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$192K
|
+$38.1K
|
+460
|
+25%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$111K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$97K
|
+$56.4K
|
+680
|
+140%
|
|
|
15
|
Center for Financial Planning
Southfied,
Michigan
|
$75K
|
-$14.7K
|
-177
|
-16%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$24K
|
+$22.6K
|
+272
|
New
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
18
|
M Financial Asset Management
Portland,
Oregon
|
$3K
|
+$1.91K
|
+23
|
+230%
|
|
|
19
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$27.5K
|
-350
|
Closed
|
|
