|
1
|
Csenge Advisory Group
Clearwater,
Florida
|
$1101万
|
-$103万
|
-29,101
|
-9%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$782万
|
+$78.1万
|
+21,996
|
+12%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$208万
|
+$198万
|
+55,809
|
新規
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$205万
|
–
|
–
|
–
|
|
|
5
|
|
$173万
|
+$165万
|
+46,479
|
新規
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112万
|
–
|
–
|
–
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$111万
|
-$3.47万
|
-978
|
-3%
|
|
|
8
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$102万
|
–
|
–
|
–
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$94.8万
|
+$5.23万
|
+1,473
|
+6%
|
|
|
10
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$81.3万
|
+$77.4万
|
+21,809
|
新規
|
|
|
11
|
LPL Financial
San Diego,
California
|
$78.2万
|
-$21.4万
|
-6,015
|
-22%
|
|
|
12
|
Quantinno Capital Management
New York
|
$47万
|
-$5,431
|
-153
|
-1%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$39.4万
|
+$7.67万
|
+2,162
|
+26%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$34.7万
|
+$32.9万
|
+9,260
|
新規
|
|
|
15
|
Americana Partners
Houston,
Texas
|
$34.2万
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$31.5万
|
-$11.5万
|
-3,243
|
-28%
|
|
|
17
|
VisionPoint Advisory Group
Dallas,
Texas
|
$21.4万
|
-$4.06万
|
-1,145
|
-17%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.69万
|
+$6.38万
|
+1,796
|
新規
|
|
|
19
|
Park Square Financial Group
Roswell,
Georgia
|
$2.54万
|
-$2.39万
|
-673
|
-50%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.61万
|
+$1.53万
|
+431
|
新規
|
|
|
21
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$6,336
|
+$6,034
|
+170
|
新規
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$164万
|
-53,599
|
解消
|
|
|
23
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$32.4万
|
-10,609
|
解消
|
|
|
24
|
|
–
|
-$4,798
|
-157
|
解消
|
|
