|
26
|
Bank of America
Charlotte,
North Carolina
|
$25.9万
|
+$9,473
|
+261
|
+4%
|
|
|
27
|
Private Trust Company
Cleveland,
Ohio
|
$24万
|
–
|
–
|
–
|
|
|
28
|
Mutual Advisors
Omaha,
Nebraska
|
$24万
|
–
|
–
|
–
|
|
|
29
|
Private Advisory Group
Redmond,
Washington
|
$21.2万
|
-$116万
|
-31,892
|
-85%
|
|
|
30
|
Weaver Consulting Group
Huntington Beach,
California
|
$21万
|
+$20.8万
|
+5,738
|
新規
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$13万
|
+$327
|
+9
|
+0.3%
|
|
|
32
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.89万
|
–
|
–
|
–
|
|
|
33
|
Arax Advisory Partners
Denver,
Colorado
|
$2.55万
|
+$2.53万
|
+698
|
新規
|
|
|
34
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.78万
|
–
|
–
|
–
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$1.35万
|
-$2,613
|
-72
|
-16%
|
|
|
36
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$9,173
|
–
|
–
|
–
|
|
|
37
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$6,432
|
+$6,388
|
+176
|
新規
|
|
|
38
|
|
$6,313
|
-$79.1万
|
-21,805
|
-99%
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
$5,482
|
–
|
–
|
–
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$17
|
–
|
–
|
–
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$262万
|
-75,875
|
解消
|
|
|
42
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$27.7万
|
-8,013
|
解消
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.04万
|
-589
|
解消
|
|
