|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$95.9M
|
+$98.9M
|
+1,879,772
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
+$2.53M
|
+48,061
|
+12%
|
|
|
3
|
|
$18.2M
|
-$1.91M
|
-36,378
|
-9%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$17.8M
|
+$47.9K
|
+910
|
+0.3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17M
|
+$17.6M
|
+333,841
|
New
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$16.5M
|
+$823K
|
+15,651
|
+5%
|
|
|
7
|
|
$15.2M
|
+$9.79M
|
+186,082
|
+167%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$14.5M
|
-$941K
|
-17,900
|
-6%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$13.9M
|
-$547K
|
-10,395
|
-4%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$11.9M
|
-$3.21M
|
-60,951
|
-21%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$8.89M
|
-$57.7K
|
-1,097
|
-0.6%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$8.67M
|
+$6.28M
|
+119,499
|
+237%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.35M
|
+$619K
|
+11,777
|
+9%
|
|
|
14
|
Facet Wealth Inc
Baltimore,
Maryland
|
$6.73M
|
+$615K
|
+11,692
|
+10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.71M
|
+$2.05M
|
+39,013
|
+42%
|
|
|
16
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6.58M
|
+$2.42M
|
+46,030
|
+56%
|
|
|
17
|
|
$5.83M
|
+$265K
|
+5,036
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.63M
|
-$158K
|
-3,012
|
-3%
|
|
|
19
|
NBT Bank
Norwich,
New York
|
$4.57M
|
-$4.24M
|
-80,685
|
-47%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.39M
|
+$510K
|
+9,691
|
+13%
|
|
|
21
|
Arrow Financial
Glens Falls,
New York
|
$4.33M
|
+$60.3K
|
+1,146
|
+1%
|
|
|
22
|
James J. Burns & Company
Melville,
New York
|
$3.87M
|
-$776K
|
-14,764
|
-16%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.64M
|
-$308K
|
-5,854
|
-10%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.56M
|
+$518K
|
+9,841
|
+24%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$2.44M
|
+$80.6K
|
+1,532
|
+3%
|
|
