|
1
|
Strategic Equity Management
Tucson,
Arizona
|
$1256万
|
-$54.6万
|
-18,677
|
-5%
|
|
|
2
|
Moneywise Inc
Forest,
Virginia
|
$607万
|
-$8.49万
|
-2,903
|
-1%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$438万
|
+$82.5万
|
+28,204
|
+25%
|
|
|
4
|
PAX Financial Group
San Antonio,
Texas
|
$154万
|
+$5,877
|
+201
|
+0.4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$123万
|
+$6,725
|
+230
|
+0.6%
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$45.5万
|
-$16.3万
|
-5,575
|
-28%
|
|
|
7
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$44.3万
|
+$9,035
|
+309
|
+2%
|
|
|
8
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$41.6万
|
+$2.36万
|
+806
|
+7%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$22.4万
|
-$83.7万
|
-28,610
|
-80%
|
|
|
10
|
Values First Advisors
Gray,
Tennessee
|
$19.5万
|
+$5.73万
|
+1,961
|
+47%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.27万
|
+$5.49万
|
+1,876
|
+1,934%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.23万
|
+$3.89万
|
+1,331
|
新規
|
|
|
13
|
|
$1.19万
|
+$1.11万
|
+379
|
新規
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$9,538
|
+$8,772
|
+300
|
新規
|
|
|
15
|
49 Wealth Management
Austin,
Texas
|
–
|
-$34.5万
|
-13,190
|
解消
|
|
