|
1
|
|
$65.6M
|
+$47.6M
|
+914,765
|
+308%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$38.2M
|
-$61.1M
|
-1,173,226
|
-62%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.9M
|
+$881K
|
+16,929
|
+4%
|
|
|
4
|
|
$19.5M
|
+$253K
|
+4,866
|
+1%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$17.6M
|
+$165K
|
+3,176
|
+1%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$16.9M
|
-$1.91M
|
-36,636
|
-11%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$15.3M
|
-$56.2K
|
-1,079
|
-0.4%
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$15.1M
|
+$387K
|
+7,444
|
+3%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$13M
|
+$375K
|
+7,204
|
+3%
|
|
|
10
|
L.J. Altfest & Co
New York
|
$11.2M
|
+$10.3M
|
+197,045
|
+1,926%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$9.96M
|
+$742K
|
+14,260
|
+8%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$9.95M
|
+$502K
|
+9,648
|
+6%
|
|
|
13
|
Opal Wealth Advisors
Jericho,
New York
|
$9.1M
|
+$8.75M
|
+168,206
|
New
|
|
|
14
|
Facet Wealth Inc
Baltimore,
Maryland
|
$8.2M
|
+$956K
|
+18,374
|
+14%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.04M
|
+$233K
|
+4,469
|
+3%
|
|
|
16
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6.77M
|
-$191K
|
-3,670
|
-3%
|
|
|
17
|
|
$6.1M
|
-$75.5K
|
-1,450
|
-1%
|
|
|
18
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.63M
|
+$5.42M
|
+104,042
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$5.57M
|
+$3.26M
|
+62,568
|
+155%
|
|
|
20
|
NBT Bank
Norwich,
New York
|
$5.07M
|
+$215K
|
+4,132
|
+5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.86M
|
-$43.1K
|
-829
|
-0.9%
|
|
|
22
|
Arrow Financial
Glens Falls,
New York
|
$4.81M
|
+$218K
|
+4,184
|
+5%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.41M
|
-$2.59M
|
-49,813
|
-38%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
-$893K
|
-17,154
|
-20%
|
|
|
25
|
James J. Burns & Company
Melville,
New York
|
$3.54M
|
-$540K
|
-10,378
|
-14%
|
|
