|
1
|
Symmetry Partners
Glastonbury,
Connecticut
|
$13.6M
|
–
|
–
|
–
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$13.1M
|
-$659K
|
-5,660
|
-5%
|
|
|
3
|
Cardan Capital Partners
Denver,
Colorado
|
$7.25M
|
+$7.1M
|
+60,999
|
New
|
|
|
4
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.06M
|
+$3.97M
|
+34,120
|
New
|
|
|
5
|
Coastline Trust
Providence,
Rhode Island
|
$1.81M
|
-$60.6K
|
-520
|
-3%
|
|
|
6
|
|
$1.43M
|
+$497K
|
+4,268
|
+55%
|
|
|
7
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$960K
|
+$183K
|
+1,571
|
+24%
|
|
|
9
|
QCI Asset Management
Pittsford,
New York
|
$761K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$706K
|
+$27.5K
|
+236
|
+4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$668K
|
+$227K
|
+1,953
|
+53%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$646K
|
–
|
–
|
–
|
|
|
13
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$628K
|
+$385K
|
+3,304
|
+167%
|
|
|
14
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$608K
|
+$66.5K
|
+571
|
+13%
|
|
|
15
|
Destiny Wealth Partners
Tavares,
Florida
|
$372K
|
–
|
–
|
–
|
|
|
16
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$332K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$297K
|
–
|
–
|
–
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$293K
|
+$287K
|
+2,464
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$203K
|
-$17.5K
|
-150
|
-8%
|
|
|
20
|
Center for Financial Planning
Southfied,
Michigan
|
$107K
|
–
|
–
|
–
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$96K
|
+$52.2K
|
+448
|
+124%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$328K
|
-2,922
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$186K
|
-1,600
|
-100%
|
|
