|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$589万
|
-$17.9万
|
-12,358
|
-3%
|
|
|
2
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$291万
|
+$152万
|
+104,892
|
+106%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$44.8万
|
+$17.4万
|
+12,003
|
+62%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$34.8万
|
+$9,848
|
+678
|
+3%
|
|
|
5
|
Delta Investment Management
San Francisco,
California
|
$33.3万
|
–
|
–
|
–
|
|
|
6
|
Haven Private
Orlando,
Florida
|
$23.1万
|
+$23.5万
|
+16,150
|
新規
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.1万
|
-$75.9万
|
-52,235
|
-78%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$11万
|
-$4.31万
|
-2,965
|
-28%
|
|
|
9
|
Signature Equity Partners
Columbus,
Ohio
|
$1.43万
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8,366
|
+$8,497
|
+585
|
新規
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$6,221
|
–
|
–
|
–
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$2,860
|
–
|
–
|
–
|
|
|
13
|
|
$1,488
|
+$15
|
+1
|
+1%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$86
|
+$73
|
+5
|
+500%
|
|
|
15
|
Breachway Investments
Charlestown,
Rhode Island
|
–
|
-$27.7万
|
-19,315
|
解消
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$3.3万
|
-2,290
|
解消
|
|
