|
1
|
Belpointe Asset Management
Reno,
Nevada
|
$3558万
|
-$160万
|
-42,499
|
-5%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$658万
|
-$110万
|
-29,299
|
-15%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$279万
|
+$47.7万
|
+12,673
|
+22%
|
|
|
4
|
Ascension Capital Advisors
Houston,
Texas
|
$195万
|
+$2.27万
|
+604
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$193万
|
+$183万
|
+48,694
|
新規
|
|
|
6
|
Wealthedge Investment Advisors
New York
|
$111万
|
+$106万
|
+28,065
|
新規
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$76.7万
|
+$9,597
|
+255
|
+1%
|
|
|
8
|
Able Wealth Management
Toms River,
New Jersey
|
$59.8万
|
-$2.74万
|
-728
|
-5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.84万
|
–
|
–
|
–
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$1.63万
|
+$1.55万
|
+411
|
新規
|
|
|
11
|
|
$9,840
|
+$9,484
|
+252
|
新規
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$5,933
|
-$3,763
|
-100
|
-40%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$356
|
–
|
–
|
–
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$119
|
+$113
|
+3
|
新規
|
|
|
15
|
GTS Securities
Miami,
Florida
|
–
|
-$36.9万
|
-11,315
|
解消
|
|
|
16
|
Bank of New York Mellon
New York
|
–
|
-$26.6万
|
-8,152
|
解消
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$1.92万
|
-589
|
解消
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.64万
|
-502
|
解消
|
|
