|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$13M
|
+$203K
|
+1,877
|
+2%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$12.8M
|
–
|
–
|
–
|
|
|
3
|
Coastline Trust
Providence,
Rhode Island
|
$1.76M
|
-$143K
|
-1,320
|
-8%
|
|
|
4
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.28M
|
+$8.42K
|
+78
|
+0.7%
|
|
|
5
|
|
$868K
|
-$1.01M
|
-9,352
|
-55%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$729K
|
+$57.9K
|
+536
|
+9%
|
|
|
7
|
QCI Asset Management
Pittsford,
New York
|
$718K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$640K
|
+$616K
|
+5,704
|
New
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$610K
|
–
|
–
|
–
|
|
|
10
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$510K
|
+$432
|
+4
|
+0.1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$411K
|
-$4.1K
|
-38
|
-1%
|
|
|
12
|
Destiny Wealth Partners
Tavares,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$328K
|
+$315K
|
+2,922
|
New
|
|
|
14
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$313K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$280K
|
+$4K
|
+37
|
+2%
|
|
|
16
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$222K
|
+$214K
|
+1,979
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$209K
|
+$56.1K
|
+520
|
+39%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$180K
|
+$173K
|
+1,599
|
+79,950%
|
|
|
19
|
Center for Financial Planning
Southfied,
Michigan
|
$101K
|
–
|
–
|
–
|
|
|
20
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$47.1K
|
+$45.3K
|
+420
|
New
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$40K
|
+$39K
|
+361
|
New
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
+$1.84K
|
+17
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3K
|
-30
|
Closed
|
|
