|
1
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.4M
|
+$2.7M
|
+29,228
|
+34%
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$11.4M
|
-$130K
|
-1,409
|
-1%
|
|
|
3
|
|
$1.7M
|
-$337K
|
-3,652
|
-18%
|
|
|
4
|
Coastline Trust
Providence,
Rhode Island
|
$1.7M
|
+$27.2K
|
+295
|
+2%
|
|
|
5
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
6
|
QCI Asset Management
Pittsford,
New York
|
$638K
|
+$362K
|
+3,925
|
+159%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$595K
|
+$145K
|
+1,567
|
+36%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$542K
|
-$13.8K
|
-150
|
-3%
|
|
|
9
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$453K
|
+$738
|
+8
|
+0.2%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$369K
|
-$4.06K
|
-44
|
-1%
|
|
|
11
|
Destiny Wealth Partners
Tavares,
Florida
|
$312K
|
+$289K
|
+3,129
|
New
|
|
|
12
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$278K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$245K
|
+$13.4K
|
+145
|
+6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$134K
|
–
|
–
|
–
|
|
|
15
|
Center for Financial Planning
Southfied,
Michigan
|
$90K
|
–
|
–
|
–
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3K
|
-$105K
|
-1,137
|
-97%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$24K
|
-272
|
Closed
|
|
|
19
|
M Financial Asset Management
Portland,
Oregon
|
–
|
-$3K
|
-33
|
Closed
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$92
|
+1
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
+$92
|
+1
|
+100%
|
|
