|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
US$317만
|
+US$52.3만
|
+16,682
|
+21%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$287만
|
+US$28.6만
|
+9,115
|
+12%
|
|
|
3
|
Maxwell Wealth Strategies
Pleasanton,
California
|
US$181만
|
+US$9.18천
|
+293
|
+0.5%
|
|
|
4
|
Accordant Advisory Group
Annapolis,
Maryland
|
US$34.5만
|
+US$32.6만
|
+10,400
|
신규
|
|
|
5
|
Steph & Co
Marinette,
Wisconsin
|
US$14.4만
|
–
|
–
|
–
|
|
|
6
|
Mendota Financial Group
Madison,
Wisconsin
|
US$13.3만
|
–
|
–
|
–
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
US$7.5만
|
–
|
–
|
–
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$4만
|
+US$4.2천
|
+134
|
+13%
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$3.78만
|
-US$2.35천
|
-75
|
-6%
|
|
|
10
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
US$1.45만
|
–
|
–
|
–
|
|
|
11
|
|
US$6.7천
|
+US$6.3천
|
+201
|
신규
|
|
|
12
|
Allworth Financial
Folsom,
California
|
US$5.75천
|
+US$63
|
+2
|
+1%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-US$47.2만
|
-16,050
|
청산됨
|
|
|
14
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-US$6.94만
|
-2,333
|
청산됨
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$500
|
-17
|
청산됨
|
|
