|
1
|
Bank of America
Charlotte,
North Carolina
|
$25.2M
|
-$2.75M
|
-52,034
|
-10%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$19.7M
|
-$27.8M
|
-525,646
|
-58%
|
|
|
3
|
|
$17M
|
-$330K
|
-6,245
|
-2%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$12.6M
|
+$2.26M
|
+42,777
|
+22%
|
|
|
5
|
|
$12.4M
|
+$7.53M
|
+142,441
|
+152%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$7.6M
|
+$322K
|
+6,093
|
+4%
|
|
|
7
|
Opal Wealth Advisors
Jericho,
New York
|
$7.27M
|
+$7.3M
|
+138,129
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.47M
|
-$351K
|
-6,640
|
-6%
|
|
|
9
|
Magnus Financial Group
New York
|
$4.76M
|
+$3.46M
|
+65,528
|
+263%
|
|
|
10
|
|
$4.5M
|
-$534K
|
-10,112
|
-11%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.45M
|
+$958K
|
+18,127
|
+27%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.9M
|
-$8.18M
|
-154,760
|
-68%
|
|
|
13
|
Manning & Napier Group
Fairport,
New York
|
$3.1M
|
–
|
–
|
–
|
|
|
14
|
Arrow Financial
Glens Falls,
New York
|
$3.08M
|
-$1.05M
|
-19,944
|
-25%
|
|
|
15
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.92M
|
+$2.94M
|
+55,600
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.88M
|
+$557K
|
+10,531
|
+24%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.75M
|
+$349K
|
+6,609
|
+14%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$2.63M
|
-$213K
|
-4,030
|
-7%
|
|
|
19
|
AllianceBernstein
Nashville,
Tennessee
|
$2.4M
|
+$1.64M
|
+30,943
|
+209%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$2.25M
|
+$381K
|
+7,201
|
+20%
|
|
|
21
|
Israel Discount Bank of New York
New York
|
$2.1M
|
-$1.81M
|
-34,185
|
-46%
|
|
|
22
|
ETFidea
Syracuse,
New York
|
$1.97M
|
+$2.06K
|
+39
|
+0.1%
|
|
|
23
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.95M
|
-$13.3K
|
-251
|
-0.7%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$1.94M
|
+$589K
|
+11,154
|
+43%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$1.94M
|
–
|
–
|
–
|
|
