|
1
|
LPL Financial
San Diego,
California
|
$186万
|
-$4.69万
|
-1,711
|
-3%
|
|
|
2
|
Silver Oak Securities
Jackson,
Tennessee
|
$96.8万
|
-$1.47万
|
-536
|
-2%
|
|
|
3
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$62.8万
|
-$904
|
-33
|
-0.2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$41.2万
|
+$15.9万
|
+5,813
|
+68%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$35.1万
|
-$6,246
|
-228
|
-2%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$28.2万
|
-$2.77万
|
-1,010
|
-9%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$21.7万
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.1万
|
-$5.32万
|
-1,942
|
-25%
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$6.06万
|
+$1.53万
|
+557
|
+36%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.9万
|
–
|
–
|
–
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.88万
|
–
|
–
|
–
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$2.73万
|
-$7,643
|
-279
|
-23%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.98万
|
-$6.22万
|
-2,269
|
-77%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$27
|
+$27
|
+1
|
新規
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$42.7万
|
-15,451
|
解消
|
|
|
16
|
Arrowroot Family Office
Marina Del Rey,
California
|
–
|
-$28万
|
-10,123
|
解消
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$22.9万
|
-8,282
|
解消
|
|
|
18
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$9.12万
|
-3,302
|
解消
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$3.47万
|
-1,255
|
解消
|
|
