|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$2386万
|
+$2344万
|
+937,144
|
新規
|
|
|
2
|
Wellington Management Group
Boston,
Massachusetts
|
$531万
|
-$37万
|
-14,794
|
-7%
|
|
|
3
|
Resource Planning Group
Atlanta,
Georgia
|
$155万
|
-$17.7万
|
-7,086
|
-10%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$127万
|
+$2.9万
|
+1,158
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$103万
|
-$7.05万
|
-2,817
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$53.6万
|
+$1.54万
|
+617
|
+3%
|
|
|
7
|
|
$53.2万
|
-$16.5万
|
-6,587
|
-24%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$47.2万
|
+$10.5万
|
+4,208
|
+29%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$46.7万
|
+$45.9万
|
+18,335
|
新規
|
|
|
10
|
Newport Wealth Strategies
Irvine,
California
|
$46.5万
|
+$45.6万
|
+18,250
|
新規
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$38.7万
|
+$1.59万
|
+634
|
+4%
|
|
|
12
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$32.8万
|
-$7.49万
|
-2,995
|
-19%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$31.7万
|
+$31.1万
|
+12,446
|
新規
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$25.5万
|
+$25.1万
|
+10,028
|
新規
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$25.3万
|
+$11.3万
|
+4,500
|
+83%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9万
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.1万
|
+$2.68万
|
+1,071
|
+61%
|
|
|
18
|
Brown Brothers Harriman & Co
New York
|
$5.3万
|
–
|
–
|
–
|
|
|
19
|
Eaton Vance Management
Boston,
Massachusetts
|
$5,000
|
–
|
–
|
–
|
|
|
20
|
|
$5,000
|
–
|
–
|
–
|
|
|
21
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4,000
|
+$25
|
+1
|
+0.6%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$19.1万
|
-7,774
|
解消
|
|
