|
51
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$25.1萬
|
+US$23.3萬
|
+2,931
|
新
|
|
|
52
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$24.3萬
|
+US$22.6萬
|
+2,836
|
新
|
|
|
53
|
Asset Dedication LLC
San Francisco,
California
|
US$21.8萬
|
-US$1.64萬
|
-206
|
-7%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
US$16.2萬
|
+US$7.48萬
|
+939
|
+99%
|
|
|
55
|
Lloyd Advisory Services
Suwanee,
Georgia
|
US$15.3萬
|
+US$12.8萬
|
+1,612
|
+901%
|
|
|
56
|
James T. Borello RIA
East Dundee,
Illinois
|
US$10萬
|
–
|
–
|
–
|
|
|
57
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$9.5萬
|
+US$8.87萬
|
+1,114
|
新
|
|
|
58
|
Bogart Wealth LLC
Mclean,
Virginia
|
US$5.98萬
|
+US$319
|
+4
|
+0.6%
|
|
|
59
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$5.14萬
|
+US$1,593
|
+20
|
+3%
|
|
|
60
|
Eastern Bank
Boston,
Massachusetts
|
US$2.59萬
|
+US$717
|
+9
|
+3%
|
|
|
61
|
Kingdom Financial Group
Peoria,
Arizona
|
US$2.33萬
|
+US$7,408
|
+93
|
+52%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$2.17萬
|
–
|
–
|
–
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
US$2.06萬
|
+US$1.91萬
|
+240
|
新
|
|
|
64
|
|
US$1.95萬
|
+US$1.86萬
|
+233
|
新
|
|
|
65
|
JDM Financial Group
Austin,
Texas
|
US$1.73萬
|
–
|
–
|
–
|
|
|
66
|
CVA Family Office
Denver,
Colorado
|
US$1.71萬
|
–
|
–
|
–
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
US$1.48萬
|
-US$3.72萬
|
-467
|
-73%
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
US$1.34萬
|
+US$1.25萬
|
+157
|
新
|
|
|
69
|
|
US$6,938
|
+US$6,452
|
+81
|
新
|
|
|
70
|
Kings Path Partners
Sugar Land,
Texas
|
US$6,167
|
+US$159
|
+2
|
+3%
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
US$2,998
|
–
|
–
|
–
|
|
|
72
|
Signature Resources Capital Management
Newport Beach,
California
|
US$2,484
|
–
|
–
|
–
|
|
|
73
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
US$1,542
|
+US$1,434
|
+18
|
新
|
|
|
74
|
Wells Fargo
San Francisco,
California
|
US$1,113
|
+US$1,036
|
+13
|
新
|
|
|
75
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
–
|
-US$508萬
|
-75,124
|
已平倉
|
|
