|
1
|
|
$1451万
|
-$353万
|
-80,441
|
-19%
|
|
|
2
|
True Wealth Design
Akron,
Ohio
|
$677万
|
+$45.8万
|
+10,426
|
+7%
|
|
|
3
|
Fluent Financial
Dallas,
Texas
|
$443万
|
-$1667万
|
-379,961
|
-79%
|
|
|
4
|
Simplify Asset Management
Las Vegas,
Nevada
|
$141万
|
+$145万
|
+33,000
|
新規
|
|
|
5
|
Prosperity Wealth Management
San Ramon,
California
|
$113万
|
+$45万
|
+10,256
|
+63%
|
|
|
6
|
Mutual Advisors
Omaha,
Nebraska
|
$103万
|
+$104万
|
+23,594
|
新規
|
|
|
7
|
Private Client Services
Louisville,
Kentucky
|
$97.8万
|
+$100万
|
+22,888
|
新規
|
|
|
8
|
Intrepid Family Office
Sarasota,
Florida
|
$64.1万
|
–
|
–
|
–
|
|
|
9
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$49.8万
|
-$80.5万
|
-18,350
|
-61%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.4万
|
+$4.47万
|
+1,018
|
+15%
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$33.4万
|
+$4.47万
|
+1,018
|
+15%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$29万
|
-$54.6万
|
-12,443
|
-65%
|
|
|
13
|
GK Wealth Management
Reno,
Nevada
|
$25.7万
|
-$5.94万
|
-1,353
|
-18%
|
|
|
14
|
Cove Street Capital
El Segundo,
California
|
$8.86万
|
+$3.4万
|
+774
|
+59%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$8.46万
|
–
|
–
|
–
|
|
|
16
|
Montag & Associates
Atlanta,
Georgia
|
$6.67万
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$5.6万
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$3.13万
|
-$3.95万
|
-901
|
-55%
|
|
|
19
|
WJ Interests
Sugar Land,
Texas
|
–
|
-$382万
|
-78,538
|
解消
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$219万
|
-45,127
|
解消
|
|
|
21
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
–
|
-$20.7万
|
-4,251
|
解消
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$19.5万
|
-4,020
|
解消
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8.69万
|
-1,787
|
解消
|
|
|
24
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$4.38万
|
-901
|
解消
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$5,056
|
-104
|
解消
|
|
