|
51
|
RMR Wealth Builders
Montclair,
New Jersey
|
$25.1万
|
+$23.3万
|
+2,931
|
新規
|
|
|
52
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$24.3万
|
+$22.6万
|
+2,836
|
新規
|
|
|
53
|
Asset Dedication LLC
San Francisco,
California
|
$21.8万
|
-$1.64万
|
-206
|
-7%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.2万
|
+$7.48万
|
+939
|
+99%
|
|
|
55
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$15.3万
|
+$12.8万
|
+1,612
|
+901%
|
|
|
56
|
James T. Borello RIA
East Dundee,
Illinois
|
$10万
|
–
|
–
|
–
|
|
|
57
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$9.5万
|
+$8.87万
|
+1,114
|
新規
|
|
|
58
|
Bogart Wealth LLC
Mclean,
Virginia
|
$5.98万
|
+$319
|
+4
|
+0.6%
|
|
|
59
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.14万
|
+$1,593
|
+20
|
+3%
|
|
|
60
|
Eastern Bank
Boston,
Massachusetts
|
$2.59万
|
+$717
|
+9
|
+3%
|
|
|
61
|
Kingdom Financial Group
Peoria,
Arizona
|
$2.33万
|
+$7,408
|
+93
|
+52%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.17万
|
–
|
–
|
–
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$2.06万
|
+$1.91万
|
+240
|
新規
|
|
|
64
|
|
$1.95万
|
+$1.86万
|
+233
|
新規
|
|
|
65
|
JDM Financial Group
Austin,
Texas
|
$1.73万
|
–
|
–
|
–
|
|
|
66
|
CVA Family Office
Denver,
Colorado
|
$1.71万
|
–
|
–
|
–
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$1.48万
|
-$3.72万
|
-467
|
-73%
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$1.34万
|
+$1.25万
|
+157
|
新規
|
|
|
69
|
|
$6,938
|
+$6,452
|
+81
|
新規
|
|
|
70
|
Kings Path Partners
Sugar Land,
Texas
|
$6,167
|
+$159
|
+2
|
+3%
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$2,998
|
–
|
–
|
–
|
|
|
72
|
Signature Resources Capital Management
Newport Beach,
California
|
$2,484
|
–
|
–
|
–
|
|
|
73
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1,542
|
+$1,434
|
+18
|
新規
|
|
|
74
|
Wells Fargo
San Francisco,
California
|
$1,113
|
+$1,036
|
+13
|
新規
|
|
|
75
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
–
|
-$508万
|
-75,124
|
解消
|
|
