|
1
|
|
$32.7M
|
+$29.1M
|
+510,563
|
+751%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
+$261K
|
+4,566
|
+0.9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$366K
|
+6,404
|
+3%
|
|
|
4
|
|
$11.9M
|
+$263K
|
+4,611
|
+2%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$10M
|
-$4.48M
|
-78,518
|
-31%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$9.44M
|
+$457
|
+8
|
+0%
|
|
|
7
|
Bank of New York Mellon
New York
|
$9.06M
|
+$7.92M
|
+138,726
|
+643%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.43M
|
+$6.5M
|
+113,801
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.9M
|
+$473K
|
+8,287
|
+11%
|
|
|
10
|
Bouchey Financial Group
Troy,
New York
|
$4.61M
|
+$128K
|
+2,236
|
+3%
|
|
|
11
|
Manning & Napier Group
Fairport,
New York
|
$4.43M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.34M
|
+$4.39M
|
+76,852
|
New
|
|
|
13
|
Arrow Financial
Glens Falls,
New York
|
$4.05M
|
-$387K
|
-6,785
|
-9%
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
$2.97M
|
-$849K
|
-14,872
|
-22%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.45M
|
+$129K
|
+2,267
|
+6%
|
|
|
16
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.23M
|
+$6.39K
|
+112
|
+1%
|
|
|
17
|
|
$1.74M
|
+$7.99K
|
+140
|
+0.5%
|
|
|
18
|
Mirsky Financial Management
Rochester,
New York
|
$1.7M
|
+$29.5K
|
+517
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$190K
|
+3,336
|
+13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.43M
|
-$75.2K
|
-1,318
|
-5%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.37M
|
-$154K
|
-2,698
|
-10%
|
|
|
22
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.34M
|
+$42.9K
|
+751
|
+3%
|
|
|
23
|
Caprin Asset Management
Henrico,
Virginia
|
$1.17M
|
+$259K
|
+4,537
|
+28%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$1.06M
|
+$1.07M
|
+18,830
|
New
|
|
|
25
|
Whitney & Co
Rochester,
New York
|
$1.06M
|
-$415K
|
-7,266
|
-28%
|
|
