|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$21.5M
|
+$519K
|
+9,389
|
+3%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$15.3M
|
+$14.3M
|
+258,172
|
New
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.45M
|
+$5.08M
|
+92,054
|
New
|
|
|
4
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.67M
|
+$1.55M
|
+28,151
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$795K
|
+$101K
|
+1,821
|
+16%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$392K
|
–
|
–
|
–
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$340K
|
+$317K
|
+5,742
|
New
|
|
|
8
|
Graypoint LLC
Albany,
New York
|
$336K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$323K
|
-$122K
|
-2,210
|
-29%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$202K
|
+$189K
|
+3,414
|
New
|
|
|
11
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$194K
|
+$179K
|
+3,233
|
+6,100%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$105K
|
+$13.3K
|
+240
|
+16%
|
|
|
13
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$45K
|
+$15.7K
|
+284
|
+60%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$33K
|
-$127K
|
-2,303
|
-80%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$9K
|
-$44.5K
|
-805
|
-83%
|
|
|
16
|
Valeo Financial Advisors
Carmel,
Indiana
|
$8K
|
+$7.01K
|
+127
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4K
|
+$3.48K
|
+63
|
New
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Lyrical Asset Management
New York
|
–
|
-$1.29M
|
-27,335
|
Closed
|
|
|
20
|
|
–
|
-$535K
|
-11,322
|
Closed
|
|
|
21
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$328K
|
-6,950
|
Closed
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$247K
|
-5,233
|
Closed
|
|
|
23
|
|
–
|
-$47K
|
-1,000
|
Closed
|
|
|
24
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$19K
|
-406
|
Closed
|
|
