|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$44.8M
|
-$6.76M
|
-130,084
|
-13%
|
|
|
2
|
High Probability Advisors
Pittsford,
New York
|
$34.9M
|
+$1.68M
|
+32,362
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.6M
|
+$4.22M
|
+81,191
|
+14%
|
|
|
4
|
|
$23.8M
|
-$2.65M
|
-50,908
|
-10%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$21.2M
|
+$3.74M
|
+71,906
|
+21%
|
|
|
6
|
Facet Wealth Inc
Baltimore,
Maryland
|
$20.4M
|
+$1.12M
|
+21,527
|
+6%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$19.9M
|
-$2.41M
|
-46,324
|
-11%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.4M
|
+$173K
|
+3,318
|
+0.9%
|
|
|
9
|
|
$18.1M
|
+$13.5M
|
+259,657
|
+297%
|
|
|
10
|
Satovsky Asset Management
New York
|
$17.1M
|
-$152K
|
-2,915
|
-0.9%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$16.6M
|
+$179K
|
+3,438
|
+1%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$15.3M
|
-$1.79M
|
-34,459
|
-11%
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$14.7M
|
-$71.1K
|
-1,367
|
-0.5%
|
|
|
14
|
Legacy Edge Advisors
Syosset,
New York
|
$12.3M
|
+$11.9M
|
+228,439
|
+3,473%
|
|
|
15
|
Klingman & Associates
New York
|
$11.6M
|
-$288K
|
-5,533
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$492K
|
+9,462
|
+5%
|
|
|
17
|
|
$8.67M
|
-$152K
|
-2,927
|
-2%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$8.37M
|
-$2.63M
|
-50,521
|
-24%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.99M
|
+$331K
|
+6,374
|
+5%
|
|
|
20
|
MYeCFO
La Jolla,
California
|
$6.81M
|
-$229K
|
-4,396
|
-3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$6.73M
|
+$530K
|
+10,189
|
+9%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.57M
|
+$252K
|
+4,848
|
+4%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$5.81M
|
+$822K
|
+15,809
|
+17%
|
|
|
24
|
NBT Bank
Norwich,
New York
|
$5.49M
|
-$53K
|
-1,020
|
-1%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$4.63M
|
+$132K
|
+2,535
|
+3%
|
|
