|
1
|
HM Payson & Co
Portland,
Maine
|
$5414万
|
+$548万
|
+217,629
|
+11%
|
|
|
2
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$430万
|
+$430万
|
+170,750
|
新規
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$327万
|
+$10万
|
+3,986
|
+3%
|
|
|
4
|
CGN Advisors
Manhattan,
Kansas
|
$299万
|
+$6.2万
|
+2,463
|
+2%
|
|
|
5
|
SteelPeak Wealth
Woodland Hills,
California
|
$116万
|
+$80.9万
|
+32,117
|
+228%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$103万
|
+$1.11万
|
+441
|
+1%
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
$63.2万
|
+$13.7万
|
+5,457
|
+28%
|
|
|
8
|
International Assets Investment Management
Orlando,
Florida
|
$17.8万
|
–
|
–
|
–
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.5万
|
-$1.59万
|
-631
|
-11%
|
|
|
10
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$8.86万
|
+$8.86万
|
+3,518
|
新規
|
|
|
11
|
|
$2.25万
|
–
|
–
|
–
|
|
|
12
|
Clearstead Trust
Portland,
Maine
|
$1.93万
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$338万
|
-133,707
|
解消
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$27.9万
|
-11,046
|
解消
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-$13.7万
|
-5,427
|
解消
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$4.78万
|
-1,893
|
解消
|
|
