|
1
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
+$1.87M
|
+32,589
|
+8%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$13.7M
|
+$2.87M
|
+50,042
|
+26%
|
|
|
3
|
|
$12.7M
|
+$9.52M
|
+166,269
|
+302%
|
|
|
4
|
|
$11.3M
|
+$207K
|
+3,606
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$653K
|
+11,400
|
+6%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$9.56M
|
–
|
–
|
–
|
|
|
7
|
Arrow Financial
Glens Falls,
New York
|
$4.45M
|
-$1.41M
|
-24,686
|
-24%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.17M
|
+$460K
|
+8,025
|
+12%
|
|
|
9
|
Bouchey Financial Group
Troy,
New York
|
$4.05M
|
+$389K
|
+6,783
|
+11%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$3.82M
|
+$159K
|
+2,770
|
+4%
|
|
|
11
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$3.63M
|
+$3.64M
|
+63,500
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.18M
|
+$9.39K
|
+164
|
+0.4%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$1.96M
|
+$232K
|
+4,049
|
+13%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.76M
|
+$76.2K
|
+1,331
|
+4%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
$1.64M
|
+$627K
|
+10,950
|
+62%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.62M
|
+$89.2K
|
+1,557
|
+6%
|
|
|
17
|
|
$1.54M
|
–
|
–
|
–
|
|
|
18
|
Bank of New York Mellon
New York
|
$1.49M
|
+$3.78K
|
+66
|
+0.3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.49M
|
+$78.8K
|
+1,376
|
+6%
|
|
|
20
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.28M
|
-$7.45K
|
-130
|
-0.6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.22M
|
+$32.4K
|
+565
|
+3%
|
|
|
22
|
Whitney & Co
Rochester,
New York
|
$1.14M
|
+$519K
|
+9,056
|
+82%
|
|
|
23
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.04M
|
-$73.2K
|
-1,278
|
-7%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$1.04M
|
+$383K
|
+6,691
|
+59%
|
|
|
25
|
Caprin Asset Management
Henrico,
Virginia
|
$930K
|
+$171K
|
+2,983
|
+23%
|
|
