|
1
|
Old Mission Capital
Chicago,
Illinois
|
$233万
|
+$151万
|
+28,515
|
+190%
|
|
|
2
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$82.2万
|
+$81.4万
|
+15,373
|
新規
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.6万
|
-$4.87万
|
-920
|
-12%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$33.8万
|
+$33.5万
|
+6,322
|
新規
|
|
|
5
|
Planning Directions
Glen Mills,
Pennsylvania
|
$32.5万
|
+$1.72万
|
+325
|
+6%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.2万
|
+$2.96万
|
+560
|
+42%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$1,222
|
–
|
–
|
–
|
|
|
8
|
Clearstead Advisors
Cleveland,
Ohio
|
$1,069
|
–
|
–
|
–
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$432
|
+$423
|
+8
|
新規
|
|
|
10
|
|
$212
|
+$212
|
+4
|
新規
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$32
|
–
|
–
|
–
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$31
|
+$53
|
+1
|
新規
|
|
|
13
|
Centaurus Financial
Anaheim,
California
|
–
|
-$255万
|
-52,302
|
解消
|
|
|
14
|
|
–
|
-$91.3万
|
-18,716
|
解消
|
|
|
15
|
EntreWealth
Austin,
Texas
|
–
|
-$48.8万
|
-10,000
|
解消
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8,829
|
-181
|
解消
|
|
