|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$42.6M
|
+$1.33M
|
+24,669
|
+3%
|
|
|
2
|
High Probability Advisors
Pittsford,
New York
|
$29M
|
+$9.1M
|
+168,871
|
+46%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.2M
|
+$1.08M
|
+20,078
|
+4%
|
|
|
4
|
|
$25.9M
|
+$678K
|
+12,571
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$22.7M
|
+$424K
|
+7,863
|
+2%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19M
|
+$777K
|
+14,411
|
+4%
|
|
|
7
|
Facet Wealth Inc
Baltimore,
Maryland
|
$17.8M
|
+$6.59M
|
+122,334
|
+58%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$17M
|
-$615K
|
-11,403
|
-4%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$16.4M
|
+$216K
|
+4,000
|
+1%
|
|
|
10
|
Miracle Mile Advisors
Los Angeles,
California
|
$16M
|
+$2.42M
|
+44,871
|
+18%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$15.2M
|
-$11M
|
-204,895
|
-42%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
+$85.9K
|
+1,593
|
+0.8%
|
|
|
13
|
Klingman & Associates
New York
|
$10.7M
|
+$1.02M
|
+18,937
|
+11%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.79M
|
+$585K
|
+10,845
|
+6%
|
|
|
15
|
Opal Wealth Advisors
Jericho,
New York
|
$8.9M
|
-$50.4K
|
-935
|
-0.6%
|
|
|
16
|
|
$8.75M
|
+$313K
|
+5,814
|
+4%
|
|
|
17
|
MYeCFO
La Jolla,
California
|
$7.39M
|
+$309K
|
+5,740
|
+4%
|
|
|
18
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6.13M
|
-$1.06M
|
-19,720
|
-15%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$5.81M
|
+$183K
|
+3,401
|
+3%
|
|
|
20
|
|
$5.76M
|
+$396K
|
+7,353
|
+7%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.74M
|
+$649K
|
+12,033
|
+13%
|
|
|
22
|
NBT Bank
Norwich,
New York
|
$5.29M
|
-$66.9K
|
-1,242
|
-1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.11M
|
+$49.2K
|
+912
|
+1%
|
|
|
24
|
|
$5.09M
|
+$508K
|
+9,417
|
+11%
|
|
|
25
|
Arrow Financial
Glens Falls,
New York
|
$4.82M
|
+$286K
|
+5,303
|
+6%
|
|
