|
1
|
Client First Investment Management
West Bend,
Wisconsin
|
$319万
|
+$307万
|
+62,004
|
新規
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$279万
|
+$31.6万
|
+6,391
|
+13%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$142万
|
+$26.6万
|
+5,364
|
+24%
|
|
|
4
|
|
$84.3万
|
-$89.6万
|
-18,096
|
-52%
|
|
|
5
|
Realta Investment Advisors
Wilmington,
Delaware
|
$84.1万
|
+$57.2万
|
+11,550
|
+241%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$79.6万
|
-$1,188
|
-24
|
-0.2%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$63.2万
|
-$4.61万
|
-932
|
-7%
|
|
|
8
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$61.7万
|
–
|
–
|
–
|
|
|
9
|
Grantvest Financial Group
Matawan,
New Jersey
|
$57.6万
|
+$14.6万
|
+2,955
|
+36%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$55.2万
|
+$53.2万
|
+10,742
|
新規
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.8万
|
+$4,158
|
+84
|
+1%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.7万
|
+$28.6万
|
+5,782
|
新規
|
|
|
13
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$27.2万
|
+$1,336
|
+27
|
+0.5%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$24.5万
|
+$23.6万
|
+4,772
|
新規
|
|
|
15
|
LPL Financial
San Diego,
California
|
$20.7万
|
+$19.9万
|
+4,023
|
新規
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$10.7万
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.98万
|
+$2.87万
|
+580
|
新規
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
$1.03万
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$360
|
+$346
|
+7
|
新規
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$7.44万
|
-1,789
|
解消
|
|
