|
1
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$3667万
|
-$186万
|
-67,441
|
-5%
|
|
|
2
|
Arrowroot Family Office
Marina Del Rey,
California
|
$768万
|
+$25万
|
+9,080
|
+3%
|
|
|
3
|
Empire Financial Management Company
New York
|
$647万
|
+$18.2万
|
+6,613
|
+3%
|
|
|
4
|
NorthRock Partners
Minneapolis,
Minnesota
|
$265万
|
-$17.5万
|
-6,336
|
-6%
|
|
|
5
|
Mutual Advisors
Omaha,
Nebraska
|
$258万
|
+$21.1万
|
+7,664
|
+9%
|
|
|
6
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$152万
|
+$23.9万
|
+8,652
|
+19%
|
|
|
7
|
Andina Capital Management
Lehi,
Utah
|
$85.8万
|
-$165万
|
-59,777
|
-66%
|
|
|
8
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$61.8万
|
+$61.4万
|
+22,248
|
新規
|
|
|
9
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$59.2万
|
+$25.5万
|
+9,230
|
+76%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.7万
|
+$12.3万
|
+4,473
|
+27%
|
|
|
11
|
Keeler Thomas Management
Orem,
Utah
|
$57.2万
|
+$56.8万
|
+20,614
|
新規
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.91万
|
+$7.86万
|
+2,851
|
新規
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$500
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$444
|
–
|
–
|
–
|
|
|
15
|
|
$139
|
–
|
–
|
–
|
|
|
16
|
|
–
|
-$96.1万
|
-35,941
|
解消
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$30.6万
|
-11,447
|
解消
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$10万
|
-3,737
|
解消
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$1.1万
|
-410
|
解消
|
|
|
20
|
|
–
|
-$6,762
|
-256
|
解消
|
|
