|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$255万
|
+$13.1万
|
+3,267
|
+6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$237万
|
+$2.24万
|
+558
|
+1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$146万
|
-$293万
|
-72,886
|
-68%
|
|
|
4
|
MCF Advisors
Covington,
Kentucky
|
$46.9万
|
–
|
–
|
–
|
|
|
5
|
Accordant Advisory Group
Annapolis,
Maryland
|
$43.5万
|
–
|
–
|
–
|
|
|
6
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$20.1万
|
+$19.3万
|
+4,800
|
新規
|
|
|
7
|
Steph & Co
Marinette,
Wisconsin
|
$17.5万
|
–
|
–
|
–
|
|
|
8
|
Advisornet Financial
Minnetonka,
Minnesota
|
$15.9万
|
-$6,510
|
-162
|
-4%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$9.45万
|
–
|
–
|
–
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.9万
|
+$1.94万
|
+483
|
+34%
|
|
|
11
|
Financially Speaking
Greenwood Village,
Colorado
|
$5.32万
|
–
|
–
|
–
|
|
|
12
|
Mendota Financial Group
Madison,
Wisconsin
|
$2.8万
|
–
|
–
|
–
|
|
|
13
|
|
$2.7万
|
-$1,085
|
-27
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3万
|
-$1,005
|
-25
|
-4%
|
|
|
15
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.83万
|
–
|
–
|
–
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$1.42万
|
–
|
–
|
–
|
|
|
17
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$7,844
|
–
|
–
|
–
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$7,293
|
–
|
–
|
–
|
|
|
19
|
Winnow Wealth
Waco,
Texas
|
–
|
-$40.5万
|
-10,400
|
解消
|
|
