|
1
|
Bank of New York Mellon
New York
|
$1181万
|
-$165万
|
-38,508
|
-12%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$966万
|
+$26万
|
+6,071
|
+3%
|
|
|
3
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$547万
|
-$65.5万
|
-15,316
|
-11%
|
|
|
4
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$419万
|
-$3.39万
|
-792
|
-0.8%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$392万
|
-$7.78万
|
-1,820
|
-2%
|
|
|
6
|
Watchman Group
Plano,
Texas
|
$290万
|
+$6.3万
|
+1,473
|
+2%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$283万
|
+$283万
|
+66,263
|
新規
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$128万
|
-$126万
|
-29,386
|
-49%
|
|
|
9
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$127万
|
+$1.74万
|
+407
|
+1%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$70.5万
|
+$7.8万
|
+1,825
|
+12%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$63.6万
|
+$63.7万
|
+14,886
|
新規
|
|
|
12
|
LPL Financial
San Diego,
California
|
$49万
|
-$1.71万
|
-401
|
-3%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$47.5万
|
+$2.76万
|
+646
|
+6%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$41.7万
|
-$15.4万
|
-3,601
|
-27%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$39万
|
-$14.6万
|
-3,405
|
-27%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.7万
|
+$7万
|
+1,637
|
+23%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.5万
|
+$7.02万
|
+1,642
|
+24%
|
|
|
18
|
|
$34.4万
|
+$34.4万
|
+8,046
|
新規
|
|
|
19
|
|
$32.2万
|
-$62.5万
|
-14,608
|
-66%
|
|
|
20
|
Advyzon Investment Management
Lisle,
Illinois
|
$31.1万
|
-$2.94万
|
-687
|
-9%
|
|
|
21
|
Note Advisors
Buffalo,
New York
|
$30.6万
|
-$110万
|
-25,718
|
-78%
|
|
|
22
|
|
$27.9万
|
+$28万
|
+6,546
|
新規
|
|
|
23
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$7.1万
|
+$7.11万
|
+1,663
|
新規
|
|
|
24
|
Collier Financial
Denver,
Colorado
|
$3.89万
|
–
|
–
|
–
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$3.23万
|
+$257
|
+6
|
+0.8%
|
|
