|
1
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
+$1.6M
|
+28,111
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$14.6M
|
+$930K
|
+16,287
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$684K
|
+11,977
|
+6%
|
|
|
4
|
|
$11.8M
|
+$512K
|
+8,965
|
+5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$9.53M
|
–
|
–
|
–
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$4.53M
|
+$493K
|
+8,640
|
+12%
|
|
|
7
|
Arrow Financial
Glens Falls,
New York
|
$4.47M
|
+$32.3K
|
+566
|
+0.7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.47M
|
+$310K
|
+5,430
|
+7%
|
|
|
9
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$4.24M
|
+$618K
|
+10,825
|
+17%
|
|
|
10
|
|
$3.88M
|
-$8.75M
|
-153,337
|
-69%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$3.85M
|
+$38.8K
|
+680
|
+1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.35M
|
+$172K
|
+3,011
|
+8%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$2.08M
|
+$126K
|
+2,208
|
+6%
|
|
|
14
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.96M
|
+$268K
|
+4,697
|
+129%
|
|
|
15
|
|
$1.74M
|
+$196K
|
+3,439
|
+13%
|
|
|
16
|
Mirsky Financial Management
Rochester,
New York
|
$1.68M
|
+$47.7K
|
+835
|
+3%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.63M
|
+$13.5K
|
+237
|
+0.8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.51M
|
+$34K
|
+596
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.5M
|
+$281K
|
+4,929
|
+23%
|
|
|
20
|
Whitney & Co
Rochester,
New York
|
$1.48M
|
+$340K
|
+5,964
|
+30%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.43M
|
-$329K
|
-5,769
|
-18%
|
|
|
22
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.31M
|
+$36.8K
|
+644
|
+3%
|
|
|
23
|
Bank of New York Mellon
New York
|
$1.23M
|
-$258K
|
-4,516
|
-17%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$1.05M
|
+$14.3K
|
+250
|
+1%
|
|
|
25
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.04M
|
–
|
–
|
–
|
|
