|
1
|
Client First Investment Management
West Bend,
Wisconsin
|
US$319萬
|
+US$307萬
|
+62,004
|
新
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
US$279萬
|
+US$31.6萬
|
+6,391
|
+13%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
US$142萬
|
+US$26.6萬
|
+5,364
|
+24%
|
|
|
4
|
|
US$84.3萬
|
-US$89.6萬
|
-18,096
|
-52%
|
|
|
5
|
Realta Investment Advisors
Wilmington,
Delaware
|
US$84.1萬
|
+US$57.2萬
|
+11,550
|
+241%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
US$79.6萬
|
-US$1,188
|
-24
|
-0.2%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
US$63.2萬
|
-US$4.61萬
|
-932
|
-7%
|
|
|
8
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
US$61.7萬
|
–
|
–
|
–
|
|
|
9
|
Grantvest Financial Group
Matawan,
New Jersey
|
US$57.6萬
|
+US$14.6萬
|
+2,955
|
+36%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
US$55.2萬
|
+US$53.2萬
|
+10,742
|
新
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$44.8萬
|
+US$4,158
|
+84
|
+1%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
US$29.7萬
|
+US$28.6萬
|
+5,782
|
新
|
|
|
13
|
Aurora Private Wealth
Rockaway,
New Jersey
|
US$27.2萬
|
+US$1,336
|
+27
|
+0.5%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
US$24.5萬
|
+US$23.6萬
|
+4,772
|
新
|
|
|
15
|
LPL Financial
San Diego,
California
|
US$20.7萬
|
+US$19.9萬
|
+4,023
|
新
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
US$10.7萬
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
US$2.98萬
|
+US$2.87萬
|
+580
|
新
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
US$1.03萬
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
US$360
|
+US$346
|
+7
|
新
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-US$7.44萬
|
-1,789
|
已平倉
|
|
