|
1
|
Bank of America
Charlotte,
North Carolina
|
$30.8M
|
+$1.45M
|
+25,183
|
+5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$19.4M
|
+$2.31M
|
+39,972
|
+13%
|
|
|
3
|
|
$12.7M
|
-$906K
|
-15,686
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
-$72.5K
|
-1,255
|
-0.6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$9.57M
|
+$77.5K
|
+1,342
|
+0.8%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$5.83M
|
+$298K
|
+5,167
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.1M
|
+$47.5K
|
+823
|
+0.9%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.71M
|
-$372K
|
-6,448
|
-7%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$4.4M
|
+$1.06M
|
+18,412
|
+32%
|
|
|
10
|
Arrow Financial
Glens Falls,
New York
|
$4.36M
|
+$38.9K
|
+674
|
+0.9%
|
|
|
11
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3.93M
|
+$9.36K
|
+162
|
+2%
|
|
|
12
|
|
$3.85M
|
+$797K
|
+13,805
|
+26%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.09M
|
+$498K
|
+8,629
|
+19%
|
|
|
14
|
QCI Asset Management
Pittsford,
New York
|
$2.79M
|
-$2M
|
-34,616
|
-42%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.48M
|
+$623K
|
+10,779
|
+33%
|
|
|
16
|
|
$2.29M
|
+$293K
|
+5,065
|
+15%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.15M
|
+$277K
|
+4,789
|
+15%
|
|
|
18
|
Bank of New York Mellon
New York
|
$1.6M
|
+$3.81K
|
+66
|
+0.2%
|
|
|
19
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.57M
|
+$322K
|
+5,579
|
+26%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.49M
|
+$66.6K
|
+1,153
|
+5%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
+$1.48M
|
+25,598
|
New
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$1.3M
|
+$1.31M
|
+22,678
|
New
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$1.26M
|
+$111K
|
+1,918
|
+10%
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.24M
|
+$185K
|
+3,200
|
+17%
|
|
|
25
|
Caprin Asset Management
Henrico,
Virginia
|
$1.23M
|
-$25.1K
|
-434
|
-2%
|
|
