|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
US$1.95억
|
+US$7762만
|
+4,007,097
|
+74%
|
|
|
2
|
Geneos Wealth Management
Englewood,
Colorado
|
US$1021만
|
-US$10.4만
|
-5,368
|
-1%
|
|
|
3
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
US$809만
|
-US$62.1만
|
-32,084
|
-8%
|
|
|
4
|
XY Planning Network
Bozeman,
Montana
|
US$479만
|
-US$5.18만
|
-2,676
|
-1%
|
|
|
5
|
Regatta Research & Money Management
Metairie,
Louisiana
|
US$167만
|
+US$156만
|
+80,562
|
신규
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
US$145만
|
-US$3.83만
|
-1,977
|
-3%
|
|
|
7
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$108만
|
-US$18만
|
-9,275
|
-15%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
US$71.6만
|
+US$62.2만
|
+32,095
|
+1,344%
|
|
|
9
|
Highline Wealth Partners
Sherman Oaks,
California
|
US$66.2만
|
+US$61.8만
|
+31,891
|
신규
|
|
|
10
|
Mosley Wealth Management
Anaheim,
California
|
US$24.7만
|
-US$48만
|
-24,781
|
-68%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$24.2만
|
–
|
–
|
–
|
|
|
12
|
|
US$23.1만
|
+US$21.6만
|
+11,141
|
신규
|
|
|
13
|
SLT Holdings
Scottsdale,
Arizona
|
US$22.7만
|
-US$30.3만
|
-15,620
|
-59%
|
|
|
14
|
DecisionPoint Financial
Mesa,
Arizona
|
US$11.9만
|
–
|
–
|
–
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
US$1.88만
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
US$1.07만
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
US$2.47천
|
+US$2.3천
|
+119
|
신규
|
|
|
18
|
J.M. Arbour
Gardiner,
Maine
|
–
|
-US$195만
|
-116,817
|
청산됨
|
|
|
19
|
Walser Wealth Management
Tampa,
Florida
|
–
|
-US$26.3만
|
-15,718
|
청산됨
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-US$19.3만
|
-11,515
|
청산됨
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-US$19.3만
|
-11,512
|
청산됨
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-US$4.68만
|
-2,799
|
청산됨
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-US$1.16만
|
-695
|
청산됨
|
|
|
24
|
|
–
|
-US$6.64천
|
-397
|
청산됨
|
|
