|
1
|
Bank of New York Mellon
New York
|
$52.7M
|
+$528K
|
+15,058
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$21.4M
|
-$184K
|
-5,253
|
-0.8%
|
|
|
3
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$17.6M
|
+$1.99M
|
+56,755
|
+12%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$16.5M
|
-$628K
|
-17,902
|
-4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
+$1.02M
|
+28,999
|
+8%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$11.1M
|
+$289K
|
+8,244
|
+3%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.7M
|
+$10.8M
|
+308,938
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.62M
|
+$3.06M
|
+87,348
|
+65%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.61M
|
-$6.61M
|
-188,433
|
-46%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.59M
|
-$1.95M
|
-55,717
|
-20%
|
|
|
11
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.33M
|
+$93.4K
|
+2,663
|
+1%
|
|
|
12
|
|
$7.32M
|
-$7.66M
|
-218,591
|
-51%
|
|
|
13
|
Bell Investment Advisors
Oakland,
California
|
$6.37M
|
-$637K
|
-18,157
|
-9%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$5.61M
|
-$178K
|
-5,077
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.07M
|
-$5.49M
|
-156,563
|
-57%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.35M
|
+$280K
|
+7,986
|
+9%
|
|
|
17
|
Armbruster Capital Management
Pittsford,
New York
|
$3.34M
|
-$151K
|
-4,300
|
-4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
+$158K
|
+4,503
|
+5%
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$2.85M
|
-$1.91M
|
-54,591
|
-40%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.49M
|
-$171K
|
-4,874
|
-6%
|
|
|
21
|
|
$2.3M
|
+$1.81M
|
+51,592
|
+342%
|
|
|
22
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$2.18M
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.17M
|
-$1.02M
|
-29,073
|
-32%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.92M
|
-$164K
|
-4,686
|
-8%
|
|
|
25
|
Decker Retirement Planning
Levi,
Utah
|
$1.82M
|
+$364K
|
+10,389
|
+24%
|
|
