|
1
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
-$4.28M
|
-80,599
|
-16%
|
|
|
2
|
|
$19.8M
|
-$1.24M
|
-23,443
|
-6%
|
|
|
3
|
High Probability Advisors
Pittsford,
New York
|
$17.8M
|
+$4.2M
|
+79,128
|
+31%
|
|
|
4
|
HSBC Holdings
London,
United Kingdom
|
$15.2M
|
+$11.2M
|
+210,248
|
+283%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$14.4M
|
+$1.01M
|
+19,113
|
+8%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$13.6M
|
+$1.54M
|
+29,052
|
+13%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.5M
|
-$378K
|
-7,117
|
-3%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.1M
|
+$869K
|
+16,375
|
+9%
|
|
|
9
|
NBT Bank
Norwich,
New York
|
$9.08M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.27M
|
+$106K
|
+2,006
|
+1%
|
|
|
11
|
|
$5.47M
|
+$355K
|
+6,697
|
+7%
|
|
|
12
|
James J. Burns & Company
Melville,
New York
|
$5.33M
|
+$1.78M
|
+33,542
|
+51%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.11M
|
+$698K
|
+13,159
|
+16%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.81M
|
+$370K
|
+6,975
|
+8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.54M
|
+$215K
|
+4,053
|
+5%
|
|
|
16
|
Arrow Financial
Glens Falls,
New York
|
$4.5M
|
-$43.9K
|
-828
|
-1%
|
|
|
17
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$4.43M
|
+$159K
|
+3,000
|
+4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3M
|
+$143K
|
+2,701
|
+5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2.87M
|
+$1M
|
+18,888
|
+54%
|
|
|
20
|
TIAA FSB
Jacksonville,
Florida
|
$2.71M
|
+$2.68M
|
+50,578
|
New
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.45M
|
+$124K
|
+2,346
|
+5%
|
|
|
22
|
AllianceBernstein
Nashville,
Tennessee
|
$2.4M
|
-$2.99M
|
-56,348
|
-56%
|
|
|
23
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.31M
|
+$128K
|
+2,416
|
+6%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$2.18M
|
+$128K
|
+2,416
|
+6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.02M
|
-$173K
|
-3,253
|
-8%
|
|
