|
1
|
Axxcess Wealth Management
Carlsbad,
California
|
$278万
|
+$273万
|
+113,178
|
新規
|
|
|
2
|
Darwin Wealth Management
Tampa,
Florida
|
$278万
|
+$6.64万
|
+2,749
|
+2%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$277万
|
-$388万
|
-160,777
|
-59%
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
$237万
|
+$233万
|
+96,542
|
新規
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$212万
|
+$153万
|
+63,529
|
+279%
|
|
|
6
|
Arrowroot Family Office
Marina Del Rey,
California
|
$185万
|
-$117万
|
-48,505
|
-39%
|
|
|
7
|
Empire Financial Management Company
New York
|
$104万
|
+$102万
|
+42,343
|
新規
|
|
|
8
|
Fermata Advisors
Sonoma,
California
|
$93.7万
|
+$3.58万
|
+1,481
|
+4%
|
|
|
9
|
January Capital Advisors
San Francisco,
California
|
$40.3万
|
-$1,522
|
-63
|
-0.4%
|
|
|
10
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$35.9万
|
+$1,595
|
+66
|
+0.5%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32.5万
|
–
|
–
|
–
|
|
|
12
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$26.8万
|
+$26.4万
|
+10,917
|
新規
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$26.6万
|
-$13.1万
|
-5,416
|
-33%
|
|
|
14
|
Clark Asset Management
Stratham,
New Hampshire
|
$22.9万
|
–
|
–
|
–
|
|
|
15
|
Compass Financial Management
Tampa,
Florida
|
$10.1万
|
+$9.9万
|
+4,104
|
新規
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$7.05万
|
-$1.99万
|
-824
|
-22%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8,000
|
+$7,586
|
+314
|
新規
|
|
|
18
|
Osbon Capital Management
Boston,
Massachusetts
|
–
|
-$2.71万
|
-1,168
|
解消
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.41万
|
-609
|
解消
|
|
