|
1
|
Bank of America
Charlotte,
North Carolina
|
$29.4M
|
+$901K
|
+15,931
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$17.2M
|
+$6.81M
|
+120,496
|
+68%
|
|
|
3
|
|
$13.7M
|
+$1.49M
|
+26,317
|
+12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
-$141K
|
-2,485
|
-1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$9.51M
|
-$105K
|
-1,858
|
-1%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$5.54M
|
+$833K
|
+14,730
|
+18%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.08M
|
+$651K
|
+11,507
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.06M
|
+$74.4K
|
+1,315
|
+2%
|
|
|
9
|
QCI Asset Management
Pittsford,
New York
|
$4.79M
|
+$4.7M
|
+83,191
|
New
|
|
|
10
|
Arrow Financial
Glens Falls,
New York
|
$4.32M
|
+$199K
|
+3,520
|
+5%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$3.35M
|
+$319K
|
+5,640
|
+11%
|
|
|
12
|
|
$3.06M
|
-$29.7M
|
-525,236
|
-91%
|
|
|
13
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.7M
|
-$76.8K
|
-1,358
|
-16%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.6M
|
+$102K
|
+1,805
|
+4%
|
|
|
15
|
|
$2M
|
+$230K
|
+4,071
|
+13%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.88M
|
+$174K
|
+3,075
|
+10%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.85M
|
+$532K
|
+9,408
|
+40%
|
|
|
18
|
Bank of New York Mellon
New York
|
$1.6M
|
-$7.49M
|
-132,514
|
-83%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.43M
|
-$25.1K
|
-443
|
-2%
|
|
|
20
|
Caprin Asset Management
Henrico,
Virginia
|
$1.26M
|
+$65.9K
|
+1,165
|
+6%
|
|
|
21
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.25M
|
-$115K
|
-2,033
|
-9%
|
|
|
22
|
Whitney & Co
Rochester,
New York
|
$1.18M
|
+$98.1K
|
+1,735
|
+9%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$1.16M
|
+$71.4K
|
+1,263
|
+7%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$1.12M
|
+$493K
|
+8,715
|
+81%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$301K
|
+5,319
|
+40%
|
|
