|
1
|
|
$370万
|
+$335万
|
+352,183
|
新規
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$90.4万
|
–
|
–
|
–
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61.4万
|
+$55.7万
|
+58,518
|
新規
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$32.8万
|
+$8.14万
|
+8,551
|
+38%
|
|
|
5
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$27.3万
|
–
|
–
|
–
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$18.9万
|
+$17.1万
|
+17,998
|
新規
|
|
|
7
|
IHT Wealth Management
Chicago,
Illinois
|
$18.4万
|
+$6,667
|
+700
|
+4%
|
|
|
8
|
Financial Advocates Investment Management
Olympia,
Washington
|
$11.5万
|
-$486
|
-51
|
-0.5%
|
|
|
9
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$11.1万
|
-$1.9万
|
-2,000
|
-15%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$11.1万
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.8万
|
+$1,629
|
+171
|
+2%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$10.8万
|
-$4,667
|
-490
|
-5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.3万
|
-$3.9万
|
-4,090
|
-37%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.86万
|
+$5.31万
|
+5,578
|
新規
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.3万
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.7万
|
–
|
–
|
–
|
|
|
17
|
|
$1.05万
|
–
|
–
|
–
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5,250
|
–
|
–
|
–
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$3,255
|
–
|
–
|
–
|
|
|
20
|
Iron Horse Wealth Management
Johston,
Iowa
|
$3,000
|
+$3,095
|
+325
|
新規
|
|
|
21
|
Grove Bank & Trust
Miami,
Florida
|
$2,000
|
+$2,257
|
+237
|
新規
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$460
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$74
|
–
|
–
|
–
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$11
|
–
|
–
|
–
|
|
|
25
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$17.7万
|
-20,914
|
解消
|
|
