|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$232万
|
+$17.6万
|
+4,819
|
+8%
|
|
|
2
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$199万
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$114万
|
-$1.64万
|
-449
|
-1%
|
|
|
4
|
MCF Advisors
Covington,
Kentucky
|
$40.1万
|
+$40.5万
|
+11,112
|
新規
|
|
|
5
|
Accordant Advisory Group
Annapolis,
Maryland
|
$37.4万
|
–
|
–
|
–
|
|
|
6
|
|
$28.9万
|
+$29.3万
|
+8,041
|
新規
|
|
|
7
|
Steph & Co
Marinette,
Wisconsin
|
$14.9万
|
–
|
–
|
–
|
|
|
8
|
Mendota Financial Group
Madison,
Wisconsin
|
$14.2万
|
–
|
–
|
–
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$8.13万
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.88万
|
+$5.96万
|
+1,636
|
新規
|
|
|
11
|
Financially Speaking
Greenwood Village,
Colorado
|
$4.48万
|
+$4.55万
|
+1,247
|
新規
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.97万
|
-$1,276
|
-35
|
-3%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.8万
|
–
|
–
|
–
|
|
|
14
|
|
$1.79万
|
-$9,516
|
-261
|
-34%
|
|
|
15
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.62万
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.19万
|
+$1.21万
|
+332
|
新規
|
|
|
17
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$6,709
|
+$6,818
|
+187
|
新規
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$6,533
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1,258
|
–
|
–
|
–
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$144
|
+$146
|
+4
|
新規
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$21.6万
|
-6,000
|
解消
|
|
