|
1
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
-$4.4M
|
-75,277
|
-13%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$21.7M
|
+$1.22M
|
+20,899
|
+6%
|
|
|
3
|
|
$17.2M
|
+$508K
|
+8,701
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$168K
|
+2,884
|
+1%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$11M
|
+$757K
|
+12,953
|
+7%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$7.12M
|
+$592K
|
+10,139
|
+9%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$6.58M
|
+$220K
|
+3,759
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.14M
|
+$157K
|
+2,686
|
+3%
|
|
|
9
|
|
$5.02M
|
+$324K
|
+5,552
|
+7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.92M
|
+$423K
|
+7,241
|
+9%
|
|
|
11
|
Arrow Financial
Glens Falls,
New York
|
$4.12M
|
-$481K
|
-8,233
|
-10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.98M
|
+$142K
|
+2,428
|
+4%
|
|
|
13
|
Bank of New York Mellon
New York
|
$3.41M
|
+$1.72M
|
+29,435
|
+100%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.73M
|
-$187K
|
-3,208
|
-6%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$2.7M
|
+$269K
|
+4,606
|
+11%
|
|
|
16
|
|
$2.57M
|
-$5.71M
|
-97,673
|
-69%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.44M
|
-$485K
|
-8,302
|
-16%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$2.14M
|
–
|
–
|
–
|
|
|
19
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.01M
|
+$150K
|
+2,563
|
+8%
|
|
|
20
|
Israel Discount Bank of New York
New York
|
$1.74M
|
+$1.76M
|
+30,100
|
New
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$1.7M
|
+$84.9K
|
+1,454
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.43M
|
+$142K
|
+2,438
|
+11%
|
|
|
23
|
Caprin Asset Management
Henrico,
Virginia
|
$1.38M
|
–
|
–
|
–
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.37M
|
+$40.3K
|
+690
|
+3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
+$202K
|
+3,465
|
+17%
|
|
