|
1
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$87.6万
|
–
|
–
|
–
|
|
|
2
|
|
$51.5万
|
+$43.4万
|
+21,260
|
+529%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.2万
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.8万
|
–
|
–
|
–
|
|
|
5
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$43.8万
|
–
|
–
|
–
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$30.6万
|
–
|
–
|
–
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
$26.6万
|
–
|
–
|
–
|
|
|
8
|
Montag & Associates
Atlanta,
Georgia
|
$21.9万
|
–
|
–
|
–
|
|
|
9
|
North Star Investment Management
Chicago,
Illinois
|
$21.9万
|
–
|
–
|
–
|
|
|
10
|
Avalon Capital Management
Port Of Redwood City,
California
|
$20.8万
|
-$6,119
|
-300
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.2万
|
-$6.67万
|
-3,270
|
-27%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.9万
|
–
|
–
|
–
|
|
|
13
|
Cribstone Capital Management
Augusta,
Maine
|
$5.6万
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2万
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2万
|
+$2.04万
|
+1,000
|
新規
|
|
|
16
|
Edge Wealth Management
New York
|
–
|
-$44.8万
|
-21,474
|
解消
|
|
|
17
|
Ferris Capital
Marlborough,
Massachusetts
|
–
|
-$13.4万
|
-6,474
|
解消
|
|
