|
1
|
|
$2171万
|
-$2185万
|
-325,011
|
-50%
|
|
|
2
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1684万
|
-$95万
|
-14,126
|
-93%
|
|
|
3
|
|
$232万
|
+$66.7万
|
+9,929
|
+41%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$145万
|
+$133万
|
+19,857
|
+1,266%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$142万
|
+$141万
|
+21,000
|
新規
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$132万
|
+$66.7万
|
+9,929
|
+104%
|
|
|
7
|
|
$131万
|
+$130万
|
+19,269
|
新規
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$124万
|
+$25.6万
|
+3,815
|
+26%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$106万
|
+$4.52万
|
+672
|
+5%
|
|
|
10
|
|
$102万
|
+$101万
|
+15,005
|
新規
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81.4万
|
+$18.8万
|
+2,804
|
+30%
|
|
|
12
|
Snowden Capital Advisors
New York
|
$78万
|
-$42.3万
|
-6,289
|
-35%
|
|
|
13
|
Gould Asset Management
Claremont,
California
|
$77.4万
|
+$35.5万
|
+5,280
|
+86%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$75.7万
|
+$6.74万
|
+1,002
|
+10%
|
|
|
15
|
|
$53.5万
|
+$53万
|
+7,882
|
新規
|
|
|
16
|
LPL Financial
San Diego,
California
|
$47.6万
|
+$16.9万
|
+2,520
|
+56%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.4万
|
+$21.7万
|
+3,228
|
+107%
|
|
|
18
|
Sage Advisory Services
Austin,
Texas
|
$41.3万
|
-$11.4万
|
-1,701
|
-22%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$34.2万
|
+$12.7万
|
+1,892
|
+60%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.5万
|
–
|
–
|
–
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$24.9万
|
–
|
–
|
–
|
|
|
22
|
Park Avenue Securities
New York
|
$23.2万
|
+$22.8万
|
+3,397
|
新規
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$22.5万
|
+$22.3万
|
+3,319
|
新規
|
|
|
24
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$21.8万
|
+$4万
|
+595
|
+23%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$21.3万
|
+$21.1万
|
+3,142
|
新規
|
|
