|
51
|
Destination Wealth Management
Walnut Creek,
California
|
$27.5万
|
+$27.9万
|
+10,287
|
新規
|
|
|
52
|
Martin Capital Partners
Eugene,
Oregon
|
$25.8万
|
-$5,346
|
-197
|
-2%
|
|
|
53
|
|
$25.3万
|
+$3.79万
|
+1,396
|
+17%
|
|
|
54
|
|
$21.3万
|
+$81
|
+3
|
+0%
|
|
|
55
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$20.7万
|
+$21万
|
+7,748
|
新規
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.1万
|
+$20.4万
|
+7,519
|
新規
|
|
|
57
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$18.4万
|
–
|
–
|
–
|
|
|
58
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.4万
|
-$1.04万
|
-383
|
-7%
|
|
|
59
|
Allworth Financial
Folsom,
California
|
$7.25万
|
–
|
–
|
–
|
|
|
60
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.77万
|
+$136
|
+5
|
+0.5%
|
|
|
61
|
AssetMark Inc
Concord,
California
|
$1.18万
|
+$407
|
+15
|
+4%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9,850
|
+$54
|
+2
|
+0.5%
|
|
|
63
|
Cardiff Park Advisors
Carlsbad,
California
|
$8,694
|
–
|
–
|
–
|
|
|
64
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8,413
|
-$1.09万
|
-403
|
-56%
|
|
|
65
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4,496
|
–
|
–
|
–
|
|
|
66
|
Elevated Capital Advisors
Sandy,
Utah
|
$4,237
|
–
|
–
|
–
|
|
|
67
|
Caldwell Trust
Venice,
Florida
|
$3,344
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$3,011
|
–
|
–
|
–
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$2,969
|
+$3,012
|
+111
|
新規
|
|
|
70
|
Farther Finance Advisors
San Francisco,
California
|
$2,113
|
–
|
–
|
–
|
|
|
71
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$187
|
+$217
|
+8
|
新規
|
|
|
72
|
Huntington National Bank
Columbus,
Ohio
|
$54
|
–
|
–
|
–
|
|
|
73
|
Eastern Bank
Boston,
Massachusetts
|
$27
|
–
|
–
|
–
|
|
|
74
|
RMG Wealth Management
Platteville,
Wisconsin
|
–
|
-$7664万
|
-3,062,058
|
解消
|
|
|
75
|
Matthew Goff Investment Advisor
Houston,
Texas
|
–
|
-$1411万
|
-564,750
|
解消
|
|
