|
1
|
Cribstone Capital Management
Augusta,
Maine
|
$106万
|
–
|
–
|
–
|
|
|
2
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$90.7万
|
–
|
–
|
–
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$86万
|
+$26.9万
|
+13,018
|
+47%
|
|
|
4
|
|
$56.7万
|
+$18.6万
|
+9,000
|
+50%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$47.9万
|
–
|
–
|
–
|
|
|
6
|
Edge Wealth Management
New York
|
$45.5万
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.4万
|
–
|
–
|
–
|
|
|
8
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$45.4万
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$37万
|
-$25.7万
|
-12,470
|
-42%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.9万
|
-$2.06万
|
-1,000
|
-6%
|
|
|
11
|
Argentus Capital Management
Dallas,
Texas
|
$34万
|
-$5.62万
|
-2,723
|
-14%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$27.5万
|
–
|
–
|
–
|
|
|
13
|
Avalon Capital Management
Port Of Redwood City,
California
|
$22.8万
|
-$4,129
|
-200
|
-2%
|
|
|
14
|
Montag & Associates
Atlanta,
Georgia
|
$22.7万
|
–
|
–
|
–
|
|
|
15
|
North Star Investment Management
Chicago,
Illinois
|
$22.7万
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.5万
|
-$9,807
|
-475
|
-5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.5万
|
–
|
–
|
–
|
|
|
18
|
|
$7.6万
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.3万
|
–
|
–
|
–
|
|
|
20
|
Oppenheimer & Co
New York
|
–
|
-$100万
|
-53,684
|
解消
|
|
