|
1
|
Bank of America
Charlotte,
North Carolina
|
$32.5M
|
+$181K
|
+3,123
|
+0.6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$18.1M
|
+$390K
|
+6,722
|
+2%
|
|
|
3
|
|
$12.6M
|
+$1.51K
|
+26
|
+0%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$182K
|
-3,128
|
-2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$263K
|
+4,535
|
+3%
|
|
|
6
|
|
$9.23M
|
-$1.79M
|
-30,835
|
-16%
|
|
|
7
|
Bouchey Financial Group
Troy,
New York
|
$6.34M
|
+$312K
|
+5,371
|
+5%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$5.89M
|
+$1.22M
|
+21,044
|
+26%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$5.54M
|
+$682K
|
+11,737
|
+14%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5M
|
-$365K
|
-6,284
|
-7%
|
|
|
11
|
Arrow Financial
Glens Falls,
New York
|
$4.56M
|
+$82.8K
|
+1,425
|
+2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.34M
|
+$1.35M
|
+23,228
|
+45%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.16M
|
-$465K
|
-8,010
|
-10%
|
|
|
14
|
|
$4.06M
|
+$1.47M
|
+25,303
|
+56%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
+$31.9K
|
+550
|
+1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.73M
|
+$470K
|
+8,093
|
+21%
|
|
|
17
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.23M
|
+$289K
|
+4,975
|
+143%
|
|
|
18
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.62M
|
+$36.2K
|
+623
|
+2%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$1.44M
|
+$94.3K
|
+1,624
|
+7%
|
|
|
20
|
Israel Discount Bank of New York
New York
|
$1.37M
|
+$476K
|
+8,200
|
+53%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$1.36M
|
-$37.7K
|
-650
|
-3%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.33M
|
+$87.1K
|
+1,500
|
+7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
-$68.8K
|
-1,184
|
-5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.31M
|
+$45.8K
|
+788
|
+4%
|
|
|
25
|
Bank of New York Mellon
New York
|
$1.23M
|
-$618K
|
-10,645
|
-33%
|
|
