|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$13.9M
|
+257,711
|
+70%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.66M
|
+$682K
|
+12,613
|
+8%
|
|
|
3
|
|
$8.02M
|
+$1.42M
|
+26,302
|
+22%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$6.59M
|
+$325K
|
+6,007
|
+5%
|
|
|
5
|
Arrow Financial
Glens Falls,
New York
|
$5.47M
|
+$20.1K
|
+372
|
+0.4%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$3.76M
|
-$410K
|
-7,595
|
-10%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$3.56M
|
+$659K
|
+12,185
|
+23%
|
|
|
8
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.66M
|
-$188K
|
-3,478
|
-7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.62M
|
+$1.19M
|
+22,045
|
+86%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.3M
|
+$153K
|
+2,822
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.16M
|
-$30K
|
-555
|
-1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$1.68M
|
+$1.05M
|
+19,447
|
+173%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
+$6.05K
|
+112
|
+0.4%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$1.43M
|
+$147K
|
+2,720
|
+12%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.36M
|
+$805K
|
+14,900
|
+149%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.25M
|
-$922K
|
-17,062
|
-43%
|
|
|
17
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.08M
|
+$1.07M
|
+19,783
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$148K
|
-2,731
|
-13%
|
|
|
19
|
Mirsky Financial Management
Rochester,
New York
|
$946K
|
+$933K
|
+17,269
|
New
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$821K
|
+$811K
|
+15,000
|
New
|
|
|
21
|
AllSquare Wealth Management
Albany,
New York
|
$760K
|
+$50.3K
|
+931
|
+7%
|
|
|
22
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$728K
|
-$1.37M
|
-25,428
|
-66%
|
|
|
23
|
Caprin Asset Management
Henrico,
Virginia
|
$725K
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$677K
|
-$51.5K
|
-952
|
-7%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$660K
|
-$1.38M
|
-25,617
|
-68%
|
|
