|
1
|
Wells Fargo
San Francisco,
California
|
$287万
|
+$72.5万
|
+34,873
|
+34%
|
|
|
2
|
|
$221万
|
+$72.9万
|
+35,093
|
+49%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$102万
|
-$3.85万
|
-1,853
|
-4%
|
|
|
4
|
SFE Investment Counsel
Los Angeles,
California
|
$98.9万
|
+$95.8万
|
+46,107
|
新規
|
|
|
5
|
Ironwood Financial
Tucson,
Arizona
|
$73.1万
|
+$73.4万
|
+35,333
|
新規
|
|
|
6
|
Carmel Capital Partners
San Diego,
California
|
$61.7万
|
+$37.1万
|
+17,830
|
+148%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$42.4万
|
+$42.6万
|
+20,479
|
新規
|
|
|
8
|
Banta Asset Management
Newport Beach,
California
|
$42万
|
+$7.59万
|
+3,650
|
+22%
|
|
|
9
|
MONECO Advisors
Fairfield,
Connecticut
|
$37.2万
|
-$3.02万
|
-1,453
|
-7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.3万
|
+$3.15万
|
+1,516
|
+9%
|
|
|
11
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$35.2万
|
+$4.65万
|
+2,239
|
+15%
|
|
|
12
|
4Thought Financial Group
Syosset,
New York
|
$30.3万
|
+$9,976
|
+480
|
+3%
|
|
|
13
|
Straight Path Wealth Management
Jenison,
Michigan
|
$27.4万
|
-$25.6万
|
-12,294
|
-48%
|
|
|
14
|
|
$21.5万
|
-$337万
|
-162,366
|
-94%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.07万
|
-$6,235
|
-300
|
-7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6万
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.54万
|
-$1.72万
|
-826
|
-33%
|
|
|
18
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.82万
|
–
|
–
|
–
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9,342
|
+$4.4万
|
+2,117
|
新規
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$3,073
|
+$3,097
|
+149
|
新規
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62
|
-$1,912
|
-92
|
-97%
|
|
|
22
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$46.8万
|
-23,272
|
解消
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$37.7万
|
-18,769
|
解消
|
|
|
24
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
–
|
-$4.4万
|
-2,190
|
解消
|
|
