|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$38.6M
|
+$559K
|
+10,371
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.7M
|
-$49.8K
|
-924
|
-0.2%
|
|
|
3
|
|
$24.5M
|
+$5.08M
|
+94,147
|
+26%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$18.8M
|
+$2.04M
|
+37,795
|
+12%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$17.6M
|
+$41.7K
|
+774
|
+0.2%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$16.7M
|
+$1.49M
|
+27,636
|
+10%
|
|
|
7
|
HSBC Holdings
London,
United Kingdom
|
$15M
|
-$43.3K
|
-804
|
-0.3%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$14.6M
|
+$1.69M
|
+31,287
|
+13%
|
|
|
9
|
L.J. Altfest & Co
New York
|
$10.6M
|
-$560K
|
-10,378
|
-5%
|
|
|
10
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.4M
|
+$529K
|
+9,817
|
+5%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
+$356K
|
+6,601
|
+4%
|
|
|
12
|
Facet Wealth Inc
Baltimore,
Maryland
|
$9.92M
|
+$1.81M
|
+33,590
|
+22%
|
|
|
13
|
Opal Wealth Advisors
Jericho,
New York
|
$9.02M
|
-$31.1K
|
-576
|
-0.3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.45M
|
+$452K
|
+8,379
|
+6%
|
|
|
15
|
|
$7.13M
|
+$1.07M
|
+19,851
|
+18%
|
|
|
16
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6.85M
|
+$114K
|
+2,120
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$5.64M
|
+$89.2K
|
+1,655
|
+2%
|
|
|
18
|
|
$5.46M
|
+$2.07M
|
+38,428
|
+61%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$5.39M
|
+$553K
|
+10,254
|
+11%
|
|
|
20
|
NBT Bank
Norwich,
New York
|
$5.15M
|
+$113K
|
+2,102
|
+2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.72M
|
+$1.65M
|
+30,518
|
+53%
|
|
|
22
|
Arrow Financial
Glens Falls,
New York
|
$4.49M
|
-$294K
|
-5,451
|
-6%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.96M
|
+$254K
|
+4,718
|
+7%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$3.73M
|
+$1.62M
|
+30,115
|
+77%
|
|
|
25
|
MYeCFO
La Jolla,
California
|
$3.59M
|
+$1.47M
|
+27,210
|
+88%
|
|
