|
1
|
Bank of America
Charlotte,
North Carolina
|
$20M
|
+$1.17M
|
+21,482
|
+6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.9M
|
+$275K
|
+5,027
|
+3%
|
|
|
3
|
|
$6.53M
|
+$2.27M
|
+41,642
|
+53%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$6.22M
|
–
|
–
|
–
|
|
|
5
|
|
$6.05M
|
+$6.07M
|
+111,215
|
New
|
|
|
6
|
Arrow Financial
Glens Falls,
New York
|
$5.41M
|
-$59K
|
-1,081
|
-1%
|
|
|
7
|
Bouchey Financial Group
Troy,
New York
|
$4.15M
|
-$611K
|
-11,180
|
-13%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$2.87M
|
+$45.5K
|
+834
|
+2%
|
|
|
9
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.83M
|
-$49.9K
|
-914
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.18M
|
-$534K
|
-9,776
|
-20%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.16M
|
+$143K
|
+2,623
|
+7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.13M
|
+$50.8K
|
+931
|
+2%
|
|
|
13
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.1M
|
+$1.64K
|
+30
|
+0.1%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$2.05M
|
-$22K
|
-402
|
-1%
|
|
|
15
|
B. Riley Financial
Los Angeles,
California
|
$1.46M
|
-$78.5K
|
-1,438
|
-5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.44M
|
+$198K
|
+3,619
|
+16%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.4M
|
-$129K
|
-2,363
|
-8%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$1.28M
|
+$253K
|
+4,627
|
+25%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$57.3K
|
+1,049
|
+5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.05M
|
+$392K
|
+7,182
|
+59%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$724K
|
+$24K
|
+439
|
+3%
|
|
|
22
|
Caprin Asset Management
Henrico,
Virginia
|
$720K
|
–
|
–
|
–
|
|
|
23
|
AllSquare Wealth Management
Albany,
New York
|
$704K
|
+$4.1K
|
+75
|
+0.6%
|
|
|
24
|
|
$649K
|
-$85K
|
-1,556
|
-12%
|
|
|
25
|
|
$639K
|
-$5.24K
|
-96
|
-0.8%
|
|
