|
1
|
|
$1892万
|
-$1372万
|
-197,083
|
-42%
|
|
|
2
|
Pictet Asset Management
Carouge,
Switzerland
|
$1773万
|
+$1808万
|
+259,600
|
新規
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$948万
|
+$110万
|
+15,829
|
+13%
|
|
|
4
|
|
$864万
|
+$42万
|
+6,028
|
+5%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$694万
|
+$5.43万
|
+780
|
+0.8%
|
|
|
6
|
|
$520万
|
+$47万
|
+6,743
|
+10%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$474万
|
+$1.27万
|
+182
|
+0.3%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$403万
|
+$34.8万
|
+5,001
|
+10%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$402万
|
+$10.8万
|
+1,547
|
+3%
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$351万
|
-$42.9万
|
-6,164
|
-11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$320万
|
-$50万
|
-7,177
|
-13%
|
|
|
12
|
Rockland Trust
Hanover,
Massachusetts
|
$318万
|
-$5.01万
|
-719
|
-2%
|
|
|
13
|
Money Design
Tokyo,
Japan
|
$301万
|
+$44.9万
|
+6,443
|
+17%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$277万
|
-$5.35万
|
-769
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$240万
|
+$7.05万
|
+1,012
|
+3%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$223万
|
-$2.2万
|
-316
|
-1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$215万
|
+$13.3万
|
+1,910
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$206万
|
-$3.17万
|
-455
|
-1%
|
|
|
19
|
HC Advisors
Sandy Springs,
Georgia
|
$192万
|
+$9,400
|
+135
|
+0.5%
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
$191万
|
-$9.7万
|
-1,395
|
-5%
|
|
|
21
|
|
$163万
|
+$1.6万
|
+230
|
+1%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$150万
|
-$2.67万
|
-384
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$117万
|
+$5.26万
|
+755
|
+5%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$117万
|
-$1.19万
|
-171
|
-1%
|
|
|
25
|
Laidlaw Wealth Management
New York City,
New York
|
$107万
|
–
|
–
|
–
|
|
