|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$1899万
|
-$3.27万
|
-645
|
-0.2%
|
|
|
2
|
|
$653万
|
-$26.4万
|
-5,219
|
-4%
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$195万
|
-$1379万
|
-272,133
|
-88%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$126万
|
+$125万
|
+24,669
|
新規
|
|
|
5
|
KKM Financial
Chicago,
Illinois
|
$97万
|
–
|
–
|
–
|
|
|
6
|
|
$87.8万
|
+$21.2万
|
+4,185
|
+32%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$84万
|
-$1.99万
|
-392
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.5万
|
+$17.2万
|
+3,401
|
+72%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$38.9万
|
+$1.65万
|
+325
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$31.1万
|
-$45.6万
|
-9,002
|
-60%
|
|
|
11
|
Elevatus Welath Management
Victor,
New York
|
$25.3万
|
–
|
–
|
–
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$15.7万
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$13.1万
|
+$13.1万
|
+2,578
|
新規
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.9万
|
+$8.83万
|
+1,743
|
新規
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$1.65万
|
–
|
–
|
–
|
|
|
16
|
NBC Securities
Birmingham,
Alabama
|
$1.6万
|
–
|
–
|
–
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$5,815
|
+$5,777
|
+114
|
新規
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$5,458
|
+$5,422
|
+107
|
新規
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$5,101
|
-$51
|
-1
|
-1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$64.9万
|
-12,995
|
解消
|
|
