|
1
|
Oppenheimer & Co
New York
|
$100万
|
–
|
–
|
–
|
|
|
2
|
Cribstone Capital Management
Augusta,
Maine
|
$99万
|
–
|
–
|
–
|
|
|
3
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$80.4万
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$56.1万
|
+$8.08万
|
+4,348
|
+17%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$51.8万
|
+$13.6万
|
+7,306
|
+36%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.4万
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.2万
|
–
|
–
|
–
|
|
|
8
|
Edge Wealth Management
New York
|
$40.2万
|
–
|
–
|
–
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$40.2万
|
–
|
–
|
–
|
|
|
10
|
Argentus Capital Management
Dallas,
Texas
|
$35.2万
|
-$2.49万
|
-1,338
|
-7%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.1万
|
–
|
–
|
–
|
|
|
12
|
|
$33.4万
|
–
|
–
|
–
|
|
|
13
|
TIAA CREF Trust
St Louis,
Missouri
|
$24.4万
|
–
|
–
|
–
|
|
|
14
|
Avalon Capital Management
Port Of Redwood City,
California
|
$20.6万
|
–
|
–
|
–
|
|
|
15
|
North Star Investment Management
Chicago,
Illinois
|
$20.1万
|
-$19.9万
|
-10,737
|
-50%
|
|
|
16
|
Montag & Associates
Atlanta,
Georgia
|
$20.1万
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.3万
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.5万
|
-$1.95万
|
-1,048
|
-21%
|
|
|
19
|
|
$6.7万
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$1.1万
|
+$1.11万
|
+600
|
新規
|
|
|
21
|
Bluefin Capital Management
New York
|
–
|
-$32万
|
-18,301
|
解消
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$19.9万
|
-11,437
|
解消
|
|
