|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$88.2万
|
–
|
–
|
–
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71.4万
|
-$7.98万
|
-1,874
|
-11%
|
|
|
3
|
Concurrent Investment Advisors
Tampa,
Florida
|
$40.1万
|
+$38.1万
|
+8,942
|
新規
|
|
|
4
|
Harbour Investments
Madison,
Wisconsin
|
$32万
|
+$1.65万
|
+387
|
+6%
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$9.35万
|
+$1.04万
|
+244
|
+13%
|
|
|
6
|
Highline Wealth Partners
Sherman Oaks,
California
|
$4.65万
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.29万
|
+$2.77万
|
+650
|
+212%
|
|
|
8
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.59万
|
+$1.51万
|
+355
|
新規
|
|
|
9
|
Main Street Group
Glen Allen,
Virginia
|
$6,730
|
–
|
–
|
–
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$5,833
|
+$5,537
|
+130
|
新規
|
|
|
11
|
Kings Path Partners
Sugar Land,
Texas
|
$5,070
|
+$4,813
|
+113
|
新規
|
|
|
12
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3,724
|
–
|
–
|
–
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$2,394
|
–
|
–
|
–
|
|
|
14
|
Crewe Advisors
Salt Lake City,
Utah
|
$1,436
|
–
|
–
|
–
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$898
|
–
|
–
|
–
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$808
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$538
|
+$511
|
+12
|
新規
|
|
|
18
|
|
$538
|
+$511
|
+12
|
新規
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$226
|
–
|
–
|
–
|
|
|
20
|
|
$89
|
+$85
|
+2
|
新規
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$45
|
–
|
–
|
–
|
|
|
22
|
Robbins Farley
Bedford,
New Hampshire
|
$45
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$76.2万
|
-20,252
|
解消
|
|
|
24
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$6,661
|
-177
|
解消
|
|
