|
1
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
-$11.2M
|
-202,626
|
-32%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$9.8M
|
-$54.8K
|
-994
|
-0.6%
|
|
|
3
|
|
$9.23M
|
+$1.05M
|
+18,957
|
+13%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$8.54M
|
+$1.79M
|
+32,472
|
+27%
|
|
|
5
|
Arrow Financial
Glens Falls,
New York
|
$5.74M
|
+$162K
|
+2,942
|
+3%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$3.58M
|
-$51.9K
|
-941
|
-1%
|
|
|
7
|
Bouchey Financial Group
Troy,
New York
|
$3.37M
|
-$463K
|
-8,392
|
-12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.71M
|
+$42.8K
|
+776
|
+2%
|
|
|
9
|
|
$1.95M
|
+$1.63M
|
+29,506
|
+538%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$1.84M
|
+$1.81M
|
+32,857
|
+1,642,850%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.81M
|
-$388K
|
-7,041
|
-18%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.79M
|
-$546K
|
-9,904
|
-24%
|
|
|
13
|
Bank of New York Mellon
New York
|
$1.7M
|
-$11K
|
-200
|
-0.7%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$1.67M
|
+$205K
|
+3,709
|
+14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$80.3K
|
-1,457
|
-5%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.34M
|
+$72.7K
|
+1,318
|
+6%
|
|
|
17
|
|
$1.29M
|
+$651K
|
+11,805
|
+104%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.28M
|
-$112K
|
-2,031
|
-8%
|
|
|
19
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.25M
|
+$505K
|
+9,166
|
+69%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$107K
|
+1,936
|
+10%
|
|
|
21
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.09M
|
-$14.7K
|
-266
|
-1%
|
|
|
22
|
Mirsky Financial Management
Rochester,
New York
|
$979K
|
+$14.2K
|
+258
|
+1%
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$815K
|
-$22.1K
|
-400
|
-3%
|
|
|
24
|
Caprin Asset Management
Henrico,
Virginia
|
$739K
|
–
|
–
|
–
|
|
|
25
|
AllSquare Wealth Management
Albany,
New York
|
$693K
|
-$80.8K
|
-1,465
|
-11%
|
|
