|
1
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
+$363K
|
+6,653
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.7M
|
+$82.5K
|
+1,511
|
+1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$6.27M
|
+$681K
|
+12,482
|
+12%
|
|
|
4
|
Arrow Financial
Glens Falls,
New York
|
$5.51M
|
+$545K
|
+9,984
|
+11%
|
|
|
5
|
Bouchey Financial Group
Troy,
New York
|
$4.79M
|
-$84.3K
|
-1,545
|
-2%
|
|
|
6
|
|
$4.3M
|
+$474K
|
+8,683
|
+12%
|
|
|
7
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.9M
|
+$11.1K
|
+204
|
+0.4%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$2.85M
|
+$184K
|
+3,371
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.73M
|
-$59.3K
|
-1,087
|
-2%
|
|
|
10
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.12M
|
+$362K
|
+6,625
|
+21%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$2.1M
|
+$159K
|
+2,908
|
+8%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$2.09M
|
+$316K
|
+5,789
|
+18%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.04M
|
–
|
–
|
–
|
|
|
14
|
B. Riley Financial
Los Angeles,
California
|
$1.55M
|
-$5.46K
|
-100
|
-0.4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.54M
|
-$44.5K
|
-816
|
-3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
+$237K
|
+4,350
|
+24%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.13M
|
+$257K
|
+4,706
|
+30%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$1.03M
|
-$31.2K
|
-571
|
-3%
|
|
|
19
|
|
$739K
|
+$38.3K
|
+702
|
+5%
|
|
|
20
|
Caprin Asset Management
Henrico,
Virginia
|
$725K
|
–
|
–
|
–
|
|
|
21
|
AllSquare Wealth Management
Albany,
New York
|
$705K
|
+$27.8K
|
+509
|
+4%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$703K
|
+$703K
|
+12,874
|
New
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$664K
|
+$58.3K
|
+1,068
|
+10%
|
|
|
24
|
|
$650K
|
-$10.6K
|
-194
|
-2%
|
|
|
25
|
Mission Wealth Management
Santa Barbara,
California
|
$606K
|
+$8.19K
|
+150
|
+1%
|
|
