|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$141万
|
+$29.8万
|
+9,543
|
+28%
|
|
|
2
|
Cox Capital Management
Andover,
Massachusetts
|
$131万
|
+$126万
|
+40,392
|
新規
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$119万
|
+$2.36万
|
+756
|
+2%
|
|
|
4
|
Oak Family Advisors
Chicago,
Illinois
|
$97.3万
|
+$5.48万
|
+1,755
|
+6%
|
|
|
5
|
Perigon Wealth Management
San Francisco,
California
|
$82.2万
|
+$78.9万
|
+25,270
|
新規
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$82.1万
|
+$22.9万
|
+7,346
|
+41%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.2万
|
+$15.7万
|
+5,016
|
+27%
|
|
|
8
|
Summit Financial
Parsippany,
New Jersey
|
$57.3万
|
+$54.9万
|
+17,594
|
新規
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.4万
|
-$6,059
|
-194
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39.2万
|
+$9.1万
|
+2,915
|
+32%
|
|
|
11
|
Arrowroot Family Office
Marina Del Rey,
California
|
$34.8万
|
-$88.5万
|
-28,342
|
-73%
|
|
|
12
|
Lodestar Private Asset Management
Alamo,
California
|
$34.3万
|
–
|
–
|
–
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$23.3万
|
+$22.4万
|
+7,169
|
新規
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.55万
|
+$3.4万
|
+1,090
|
新規
|
|
|
15
|
|
$3.38万
|
-$1.56万
|
-500
|
-32%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$1.63万
|
–
|
–
|
–
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$9,274
|
–
|
–
|
–
|
|
|
18
|
Hollencrest Capital Management
Newport Beach,
California
|
$4,425
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4,000
|
+$1,780
|
+57
|
+71%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3,254
|
+$3,123
|
+100
|
新規
|
|
|
21
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$3,254
|
+$3,123
|
+100
|
新規
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2,761
|
–
|
–
|
–
|
|
|
23
|
Physician Wealth Advisors
Midvale,
Utah
|
$1,302
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$260万
|
-83,410
|
解消
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$64.2万
|
-20,567
|
解消
|
|
