|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$55.5M
|
+$9.54M
|
+182,200
|
+21%
|
|
|
2
|
High Probability Advisors
Pittsford,
New York
|
$37.6M
|
+$1.89M
|
+36,130
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
-$3.14M
|
-59,987
|
-9%
|
|
|
4
|
|
$26.2M
|
+$1.9M
|
+36,323
|
+8%
|
|
|
5
|
Facet Wealth Inc
Baltimore,
Maryland
|
$23.9M
|
+$2.87M
|
+54,807
|
+14%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$23.3M
|
+$1.61M
|
+30,770
|
+8%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$22.9M
|
+$2.42M
|
+46,216
|
+12%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$22.2M
|
+$6.43M
|
+122,915
|
+42%
|
|
|
9
|
Satovsky Asset Management
New York
|
$17.5M
|
-$14.3K
|
-273
|
-0.1%
|
|
|
10
|
Legacy Edge Advisors
Syosset,
New York
|
$14.8M
|
+$2.21M
|
+42,147
|
+18%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$13.9M
|
-$2.96M
|
-56,465
|
-18%
|
|
|
12
|
Klingman & Associates
New York
|
$12.4M
|
+$566K
|
+10,819
|
+5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
-$269K
|
-5,138
|
-3%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.81M
|
-$8.88M
|
-169,655
|
-48%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$9.74M
|
+$1.15M
|
+22,032
|
+14%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$8.13M
|
+$1.22M
|
+23,221
|
+18%
|
|
|
17
|
|
$8.04M
|
-$820K
|
-15,663
|
-9%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.79M
|
+$622K
|
+11,881
|
+9%
|
|
|
19
|
MYeCFO
La Jolla,
California
|
$6.81M
|
-$159K
|
-3,044
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6M
|
+$1.41M
|
+26,874
|
+31%
|
|
|
21
|
NBT Bank
Norwich,
New York
|
$5.15M
|
-$460K
|
-8,780
|
-8%
|
|
|
22
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$4.94M
|
+$273K
|
+5,220
|
+6%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$4.93M
|
+$188K
|
+3,587
|
+4%
|
|
|
24
|
|
$4.88M
|
+$195K
|
+3,721
|
+4%
|
|
|
25
|
Arrow Financial
Glens Falls,
New York
|
$4.59M
|
-$10.5K
|
-200
|
-0.2%
|
|
