|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6317万
|
–
|
–
|
–
|
|
|
2
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1050万
|
+$1049万
|
+408,702
|
新規
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$793万
|
+$174万
|
+67,911
|
+28%
|
|
|
4
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$738万
|
+$74.2万
|
+28,902
|
+11%
|
|
|
5
|
|
$465万
|
-$61.4万
|
-23,909
|
-12%
|
|
|
6
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$437万
|
+$8.18万
|
+3,189
|
+2%
|
|
|
7
|
Marathon Asset Management (New York)
New York
|
$256万
|
-$64.2万
|
-25,000
|
-20%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$210万
|
+$1.32万
|
+515
|
+0.6%
|
|
|
9
|
Simplicity Wealth
Summit,
New Jersey
|
$193万
|
+$16.6万
|
+6,464
|
+9%
|
|
|
10
|
|
$160万
|
+$161万
|
+62,673
|
新規
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$135万
|
+$3.74万
|
+1,457
|
+3%
|
|
|
12
|
Kensington Asset Management
Austin,
Texas
|
$64.6万
|
-$385万
|
-150,000
|
-86%
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$53.5万
|
+$3.91万
|
+1,524
|
+8%
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
$41万
|
+$41.2万
|
+16,040
|
新規
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$34.3万
|
+$5.64万
|
+2,198
|
+20%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.1万
|
+$25.2万
|
+9,821
|
新規
|
|
|
17
|
Sunrise Financial Services
Burien,
Washington
|
$1,994
|
+$2,002
|
+78
|
新規
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$684
|
-$32.2万
|
-12,565
|
-100%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$169万
|
-66,635
|
解消
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$7,394
|
-291
|
解消
|
|
