|
1
|
Apollo Management Holdings
New York
|
$1214万
|
+$1196万
|
+481,880
|
新規
|
|
|
2
|
|
$892万
|
-$114万
|
-46,034
|
-12%
|
|
|
3
|
Impact Partnership Wealth
Marietta,
Georgia
|
$749万
|
+$737万
|
+297,223
|
新規
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$605万
|
-$273万
|
-110,007
|
-31%
|
|
|
5
|
Auour Investments
Woburn,
Massachusetts
|
$407万
|
+$178万
|
+71,573
|
+80%
|
|
|
6
|
|
$185万
|
+$70.7万
|
+28,502
|
+64%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$162万
|
+$159万
|
+64,160
|
新規
|
|
|
8
|
|
$77万
|
-$504万
|
-203,157
|
-87%
|
|
|
9
|
|
$71.9万
|
-$642万
|
-258,658
|
-90%
|
|
|
10
|
Napa Wealth Management
Napa,
California
|
$46.3万
|
+$45.5万
|
+18,358
|
新規
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$29.5万
|
+$29万
|
+11,701
|
新規
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3万
|
+$24万
|
+9,659
|
新規
|
|
|
13
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$23.7万
|
+$23.3万
|
+9,400
|
新規
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$22.8万
|
+$22.5万
|
+9,062
|
新規
|
|
|
15
|
Realta Investment Advisors
Wilmington,
Delaware
|
$20.2万
|
+$19.9万
|
+8,009
|
新規
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.23万
|
+$8.1万
|
+3,265
|
新規
|
|
|
17
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.6万
|
+$2.35万
|
+946
|
+108%
|
|
|
18
|
Crews Bank & Trust
Wauchula,
Florida
|
$4.28万
|
+$4.22万
|
+1,700
|
新規
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5,000
|
+$4,540
|
+183
|
新規
|
|
|
20
|
Byrne Asset Management
Kingston,
New Jersey
|
$2,519
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$752万
|
-300,000
|
解消
|
|
|
22
|
Diameter Capital Partners
New York
|
–
|
-$160万
|
-63,800
|
解消
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$29.8万
|
-11,898
|
解消
|
|
