|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$223万
|
+$2.63万
|
+731
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$192万
|
+$203万
|
+56,238
|
新規
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$114万
|
+$5.92万
|
+1,644
|
+5%
|
|
|
4
|
MCF Advisors
Covington,
Kentucky
|
$38万
|
+$541
|
+15
|
+0.1%
|
|
|
5
|
Accordant Advisory Group
Annapolis,
Maryland
|
$35.6万
|
–
|
–
|
–
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$20.6万
|
+$21.8万
|
+6,038
|
新規
|
|
|
7
|
Steph & Co
Marinette,
Wisconsin
|
$13.8万
|
-$3,568
|
-99
|
-2%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$7.73万
|
–
|
–
|
–
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.54万
|
+$1.86万
|
+516
|
+47%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.7万
|
+$216
|
+6
|
+0.6%
|
|
|
11
|
|
$2.34万
|
+$6,739
|
+187
|
+38%
|
|
|
12
|
Mendota Financial Group
Madison,
Wisconsin
|
$2.29万
|
-$11.8万
|
-3,274
|
-83%
|
|
|
13
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.49万
|
–
|
–
|
–
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$1.17万
|
+$1.23万
|
+340
|
新規
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9,000
|
+$9,081
|
+252
|
新規
|
|
|
16
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$6,416
|
+$36
|
+1
|
+0.5%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$5,896
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$28.9万
|
-8,041
|
解消
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.88万
|
-1,636
|
解消
|
|
|
20
|
Financially Speaking
Greenwood Village,
Colorado
|
–
|
-$4.48万
|
-1,247
|
解消
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$1.19万
|
-332
|
解消
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$1,258
|
-35
|
解消
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
-$144
|
-4
|
解消
|
|
