|
1
|
Burney Company
Reston,
Virginia
|
$4.31億
|
+$2472万
|
+448,743
|
+6%
|
|
|
2
|
Triad Wealth Partners
Lawrence,
Kansas
|
$379万
|
-$338万
|
-61,427
|
-49%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$354万
|
-$35.2万
|
-6,391
|
-10%
|
|
|
4
|
Canal Capital Management
Richmond,
Virginia
|
$213万
|
–
|
–
|
–
|
|
|
5
|
Fiduciary Planning
Englewood,
Florida
|
$78.5万
|
-$3.29万
|
-598
|
-4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$40.4万
|
-$99.1万
|
-17,983
|
-72%
|
|
|
7
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$37.4万
|
-$3,415
|
-62
|
-1%
|
|
|
8
|
Meridian Financial Partners
Warrenton,
Virginia
|
$33.9万
|
–
|
–
|
–
|
|
|
9
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$24.2万
|
–
|
–
|
–
|
|
|
10
|
Impact Partnership Wealth
Marietta,
Georgia
|
$23.9万
|
+$22.6万
|
+4,105
|
新規
|
|
|
11
|
Larson Financial Group
St Louis,
Missouri
|
$9.31万
|
+$8.81万
|
+1,600
|
新規
|
|
|
12
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$8.1万
|
+$7.66万
|
+1,391
|
新規
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.31万
|
+$5.02万
|
+912
|
新規
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.13万
|
+$3.91万
|
+709
|
新規
|
|
|
15
|
Evolution Wealth Management
Fort Myers,
Florida
|
$2,211
|
+$2,093
|
+38
|
新規
|
|
|
16
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1,199
|
+$76.9万
|
+13,962
|
+0.8%
|
|
|
17
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$1354万
|
-277,681
|
解消
|
|
|
18
|
GTS Securities
Miami,
Florida
|
–
|
-$63.7万
|
-13,058
|
解消
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.34万
|
-686
|
解消
|
|
