|
1
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
+$1.32M
|
+22,819
|
+4%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$17.9M
|
-$1.77M
|
-30,697
|
-9%
|
|
|
3
|
|
$12.8M
|
-$166K
|
-2,874
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
-$579K
|
-10,040
|
-5%
|
|
|
5
|
|
$11.1M
|
+$7.13M
|
+123,767
|
+185%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$10M
|
+$294K
|
+5,108
|
+3%
|
|
|
7
|
Bouchey Financial Group
Troy,
New York
|
$6.09M
|
+$171K
|
+2,975
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.42M
|
+$241K
|
+4,175
|
+5%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$4.91M
|
+$444K
|
+7,707
|
+10%
|
|
|
10
|
High Probability Advisors
Pittsford,
New York
|
$4.72M
|
+$4.67M
|
+81,057
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.67M
|
-$101K
|
-1,747
|
-2%
|
|
|
12
|
Arrow Financial
Glens Falls,
New York
|
$4.53M
|
+$108K
|
+1,869
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
-$28.8K
|
-500
|
-0.9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.01M
|
+$502K
|
+8,702
|
+20%
|
|
|
15
|
|
$2.63M
|
+$303K
|
+5,252
|
+13%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.28M
|
+$98.2K
|
+1,704
|
+5%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.86M
|
+$233K
|
+4,040
|
+14%
|
|
|
18
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.6M
|
+$6.51K
|
+113
|
+0.4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.41M
|
-$102K
|
-1,762
|
-7%
|
|
|
20
|
Mission Wealth Management
Santa Barbara,
California
|
$1.41M
|
+$85.6K
|
+1,486
|
+7%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$1.36M
|
+$216K
|
+3,753
|
+19%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
+$99.9K
|
+1,733
|
+9%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
24
|
Caprin Asset Management
Henrico,
Virginia
|
$1.25M
|
–
|
–
|
–
|
|
|
25
|
Whitney & Co
Rochester,
New York
|
$1.05M
|
-$155K
|
-2,689
|
-13%
|
|
