|
1
|
|
$5408万
|
–
|
–
|
–
|
|
|
2
|
|
$306万
|
+$72万
|
+12,356
|
+32%
|
|
|
3
|
Snowden Capital Advisors
New York
|
$156万
|
+$31.7万
|
+5,442
|
+26%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$65.2万
|
+$54.6万
|
+9,359
|
+626%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
$54.1万
|
+$42万
|
+7,204
|
+399%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$43.3万
|
+$42.1万
|
+7,228
|
新規
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
$22万
|
+$21.4万
|
+3,668
|
新規
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$18.1万
|
+$1.9万
|
+326
|
+12%
|
|
|
9
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$17.6万
|
+$17万
|
+2,923
|
新規
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.8万
|
+$8.58万
|
+1,471
|
新規
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.8万
|
+$2.74万
|
+470
|
新規
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.5万
|
+$5,830
|
+100
|
+32%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4,000
|
+$3,498
|
+60
|
新規
|
|
|
14
|
YorkBridge Wealth Partners
New York
|
$3,000
|
+$2,915
|
+50
|
新規
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$2.2万
|
-402
|
解消
|
|
