|
1
|
Bank of America
Charlotte,
North Carolina
|
$26.4M
|
+$853K
|
+16,525
|
+3%
|
|
|
2
|
|
$20.6M
|
+$3.31M
|
+64,149
|
+20%
|
|
|
3
|
High Probability Advisors
Pittsford,
New York
|
$13.3M
|
-$949K
|
-18,395
|
-7%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$13.1M
|
+$3.9M
|
+75,528
|
+43%
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$11.8M
|
+$2.99M
|
+58,039
|
+35%
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.7M
|
+$10.5M
|
+203,481
|
New
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.2M
|
+$8.92M
|
+172,850
|
New
|
|
|
8
|
NBT Bank
Norwich,
New York
|
$8.9M
|
+$7.84M
|
+152,005
|
+856%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.02M
|
+$607K
|
+11,765
|
+10%
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$5.3M
|
+$3.06M
|
+59,384
|
+142%
|
|
|
11
|
|
$5.01M
|
+$524K
|
+10,150
|
+12%
|
|
|
12
|
Arrow Financial
Glens Falls,
New York
|
$4.45M
|
+$1.29M
|
+25,084
|
+42%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.34M
|
+$1.02M
|
+19,848
|
+31%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.32M
|
+$1.01M
|
+19,515
|
+31%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
-$59K
|
-1,144
|
-1%
|
|
|
16
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$4.18M
|
+$535K
|
+10,375
|
+15%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$3.89M
|
+$3.45M
|
+66,857
|
+915%
|
|
|
18
|
James J. Burns & Company
Melville,
New York
|
$3.46M
|
-$200K
|
-3,868
|
-6%
|
|
|
19
|
Manning & Napier Group
Fairport,
New York
|
$3.08M
|
–
|
–
|
–
|
|
|
20
|
|
$3.01M
|
-$73.1M
|
-1,416,842
|
-96%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.8M
|
+$139K
|
+2,686
|
+5%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$2.27M
|
+$711K
|
+13,787
|
+47%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$2.21M
|
+$77.7K
|
+1,506
|
+4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.15M
|
+$719K
|
+13,945
|
+52%
|
|
|
25
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.13M
|
+$71.6K
|
+1,388
|
+4%
|
|
