|
1
|
Truist Financial
Charlotte,
North Carolina
|
$998万
|
-$74.9万
|
-29,980
|
-7%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$635万
|
-$11.1万
|
-4,440
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$168万
|
+$5.11万
|
+2,043
|
+3%
|
|
|
4
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$97.5万
|
+$97.5万
|
+39,021
|
新規
|
|
|
5
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$39.4万
|
-$3.72万
|
-1,490
|
-9%
|
|
|
6
|
Kingdom Financial Group
Peoria,
Arizona
|
$22.2万
|
+$975
|
+39
|
+0.4%
|
|
|
7
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$2.28万
|
+$2.28万
|
+913
|
新規
|
|
|
8
|
Evolution Wealth Management
Fort Myers,
Florida
|
$1.87万
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.61万
|
+$1.61万
|
+645
|
新規
|
|
|
10
|
Strategic Investment Management
Arlington,
Virginia
|
$6,395
|
+$6,398
|
+256
|
新規
|
|
|
11
|
Sterling Capital Management
Charlotte,
North Carolina
|
$350
|
+$350
|
+14
|
新規
|
|
|
12
|
|
–
|
-$28.2万
|
-11,247
|
解消
|
|
|
13
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$22.2万
|
-8,861
|
解消
|
|
|
14
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$1.41万
|
-561
|
解消
|
|
