|
1
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2946万
|
+$667万
|
+266,741
|
+29%
|
|
|
2
|
Arax Advisory Partners
Denver,
Colorado
|
$1186万
|
+$280万
|
+112,052
|
+31%
|
|
|
3
|
Kilter Group
Rhinebeck,
New York
|
$349万
|
+$348万
|
+139,201
|
新規
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.9万
|
+$26.9万
|
+10,778
|
+91%
|
|
|
5
|
Channel Wealth
Santa Barbara,
California
|
$51.9万
|
–
|
–
|
–
|
|
|
6
|
Mutual Advisors
Omaha,
Nebraska
|
$46.5万
|
+$46.4万
|
+18,539
|
新規
|
|
|
7
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$40.1万
|
+$39.9万
|
+15,973
|
新規
|
|
|
8
|
Flagstar Advisors
New York
|
$38.8万
|
+$4,775
|
+191
|
+1%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$37.4万
|
+$3.51万
|
+1,404
|
+10%
|
|
|
10
|
Trajan Wealth
Scottsdale,
Arizona
|
$26.4万
|
-$8,476
|
-339
|
-3%
|
|
|
11
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$25.1万
|
-$8,526
|
-341
|
-3%
|
|
|
12
|
Victory Financial Group
Austin,
Texas
|
$22.5万
|
+$22.4万
|
+8,976
|
新規
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$17.8万
|
–
|
–
|
–
|
|
|
14
|
|
–
|
-$321万
|
-128,820
|
解消
|
|
|
15
|
|
–
|
-$150万
|
-60,250
|
解消
|
|
|
16
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$74.8万
|
-30,000
|
解消
|
|
