|
1
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$443K
|
+7,870
|
+2%
|
|
|
2
|
|
$11M
|
+$1.62M
|
+28,777
|
+17%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$10.8M
|
+$8.84M
|
+157,014
|
+478%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$530K
|
+9,418
|
+5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$9.49M
|
+$798K
|
+14,176
|
+9%
|
|
|
6
|
Arrow Financial
Glens Falls,
New York
|
$5.82M
|
-$12.3K
|
-218
|
-0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.69M
|
+$921K
|
+16,368
|
+34%
|
|
|
8
|
Bouchey Financial Group
Troy,
New York
|
$3.63M
|
+$209K
|
+3,705
|
+6%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$3.63M
|
-$2.81K
|
-50
|
-0.1%
|
|
|
10
|
|
$3.12M
|
+$1.13M
|
+20,020
|
+57%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2.16M
|
+$311K
|
+5,518
|
+17%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1.73M
|
-$94.5K
|
-1,678
|
-5%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$1.72M
|
+$21K
|
+373
|
+1%
|
|
|
14
|
|
$1.54M
|
+$221K
|
+3,932
|
+17%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.52M
|
+$153K
|
+2,716
|
+11%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$1.49M
|
+$190K
|
+3,379
|
+15%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.48M
|
-$252K
|
-4,471
|
-15%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$25.3K
|
-449
|
-2%
|
|
|
19
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.28M
|
+$3.77K
|
+67
|
+0.3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.18M
|
-$3.38K
|
-60
|
-0.3%
|
|
|
21
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.11M
|
–
|
–
|
–
|
|
|
22
|
Mirsky Financial Management
Rochester,
New York
|
$1.01M
|
+$10.6K
|
+189
|
+1%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$876K
|
+$575K
|
+10,216
|
+196%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$861K
|
+$309K
|
+5,491
|
+57%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$829K
|
–
|
–
|
–
|
|
