|
1
|
HM Payson & Co
Portland,
Maine
|
$4770万
|
+$873万
|
+347,290
|
+22%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2685万
|
+$2333万
|
+928,483
|
+659%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1531万
|
+$1423万
|
+566,223
|
+1,293%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$184万
|
+$15.6万
|
+6,226
|
+9%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$173万
|
-$7.9万
|
-3,142
|
-4%
|
|
|
6
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$156万
|
+$156万
|
+62,169
|
新規
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
$141万
|
+$39.7万
|
+15,804
|
+39%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$138万
|
+$78.7万
|
+31,331
|
+133%
|
|
|
9
|
RFP Financial Group
Atlanta,
Georgia
|
$84.2万
|
+$42.8万
|
+17,019
|
+104%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$61.1万
|
+$21.4万
|
+8,531
|
+54%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$41万
|
+$41.1万
|
+16,349
|
新規
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$27.9万
|
+$5.03万
|
+2,000
|
+22%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$25.1万
|
–
|
–
|
–
|
|
|
14
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$12万
|
+$12万
|
+4,790
|
新規
|
|
|
15
|
Cary Street Partners
Richmond,
Virginia
|
$9.5万
|
+$9.5万
|
+3,785
|
新規
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.35万
|
–
|
–
|
–
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.75万
|
+$3.75万
|
+1,492
|
新規
|
|
|
18
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$1.37万
|
+$1.37万
|
+544
|
新規
|
|
|
19
|
Clearstead Trust
Portland,
Maine
|
$3,088
|
–
|
–
|
–
|
|
|
20
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$37.7万
|
-14,926
|
解消
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$28.2万
|
-11,171
|
解消
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.57万
|
-621
|
解消
|
|
