|
1
|
|
$74.6M
|
+$65.2M
|
+1,238,162
|
+524%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
+$407K
|
+7,730
|
+2%
|
|
|
3
|
|
$16.6M
|
+$287K
|
+5,448
|
+2%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$13.8M
|
+$1.68M
|
+31,981
|
+13%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$8.8M
|
-$10.5M
|
-199,989
|
-53%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$8.44M
|
+$1.17M
|
+22,212
|
+15%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.18M
|
+$959K
|
+18,231
|
+18%
|
|
|
8
|
|
$4.5M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
+$407K
|
+7,735
|
+10%
|
|
|
10
|
Magnus Financial Group
New York
|
$4.13M
|
-$460K
|
-8,733
|
-10%
|
|
|
11
|
James J. Burns & Company
Melville,
New York
|
$3.54M
|
+$3.68M
|
+69,932
|
New
|
|
|
12
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$3.51M
|
+$724K
|
+13,750
|
+25%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.19M
|
+$569K
|
+10,816
|
+21%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.18M
|
-$1.15M
|
-21,804
|
-26%
|
|
|
15
|
Opal Wealth Advisors
Jericho,
New York
|
$3.17M
|
-$3.98M
|
-75,573
|
-55%
|
|
|
16
|
Arrow Financial
Glens Falls,
New York
|
$3.03M
|
+$70.7K
|
+1,344
|
+2%
|
|
|
17
|
Manning & Napier Group
Fairport,
New York
|
$2.98M
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.67M
|
-$106K
|
-2,020
|
-4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
+$1.05M
|
+19,864
|
+64%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.49M
|
+$1.78M
|
+33,858
|
+222%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$2.36M
|
-$178K
|
-3,385
|
-7%
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$2.11M
|
-$208K
|
-3,955
|
-9%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$2.05M
|
-$117K
|
-2,224
|
-5%
|
|
|
24
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.99M
|
+$118K
|
+2,239
|
+6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.94M
|
+$125K
|
+2,371
|
+7%
|
|
