|
1
|
Bank of New York Mellon
New York
|
$5272万
|
+$52.8万
|
+15,058
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2143万
|
-$18.4万
|
-5,253
|
-0.8%
|
|
|
3
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$1763万
|
+$199万
|
+56,755
|
+12%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$1649万
|
-$62.8万
|
-17,902
|
-4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1307万
|
+$102万
|
+28,999
|
+8%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1106万
|
+$28.9万
|
+8,244
|
+3%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1066万
|
+$1083万
|
+308,938
|
新規
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$762万
|
+$306万
|
+87,348
|
+65%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$761万
|
-$661万
|
-188,433
|
-46%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$759万
|
-$195万
|
-55,717
|
-20%
|
|
|
11
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$733万
|
+$9.34万
|
+2,663
|
+1%
|
|
|
12
|
|
$732万
|
-$766万
|
-218,591
|
-51%
|
|
|
13
|
Bell Investment Advisors
Oakland,
California
|
$637万
|
-$63.7万
|
-18,157
|
-9%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$561万
|
-$17.8万
|
-5,077
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$407万
|
-$549万
|
-156,563
|
-57%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$335万
|
+$28万
|
+7,986
|
+9%
|
|
|
17
|
Armbruster Capital Management
Pittsford,
New York
|
$334万
|
-$15.1万
|
-4,300
|
-4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$315万
|
+$15.8万
|
+4,503
|
+5%
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$285万
|
-$191万
|
-54,591
|
-40%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$249万
|
-$17.1万
|
-4,874
|
-6%
|
|
|
21
|
|
$230万
|
+$181万
|
+51,592
|
+342%
|
|
|
22
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$218万
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$217万
|
-$102万
|
-29,073
|
-32%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$192万
|
-$16.4万
|
-4,686
|
-8%
|
|
|
25
|
Decker Retirement Planning
Levi,
Utah
|
$182万
|
+$36.4万
|
+10,389
|
+24%
|
|
