|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
US$420萬
|
+US$266萬
|
+74,533
|
+224%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$225萬
|
-US$27萬
|
-7,561
|
-12%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
US$219萬
|
–
|
–
|
–
|
|
|
4
|
MCF Advisors
Covington,
Kentucky
|
US$43.7萬
|
+US$2,924
|
+82
|
+0.7%
|
|
|
5
|
Accordant Advisory Group
Annapolis,
Maryland
|
US$40.5萬
|
–
|
–
|
–
|
|
|
6
|
Winnow Wealth
Waco,
Texas
|
US$40.5萬
|
+US$37.1萬
|
+10,400
|
新
|
|
|
7
|
Steph & Co
Marinette,
Wisconsin
|
US$16.3萬
|
+US$5,348
|
+150
|
+4%
|
|
|
8
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$15.4萬
|
+US$8.34萬
|
+2,340
|
+144%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
US$8.81萬
|
–
|
–
|
–
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$5.5萬
|
+US$1.19萬
|
+333
|
+31%
|
|
|
11
|
Financially Speaking
Greenwood Village,
Colorado
|
US$4.96萬
|
+US$4.54萬
|
+1,274
|
新
|
|
|
12
|
|
US$2.63萬
|
-US$392
|
-11
|
-2%
|
|
|
13
|
Mendota Financial Group
Madison,
Wisconsin
|
US$2.61萬
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2.2萬
|
+US$1.16萬
|
+324
|
+129%
|
|
|
15
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
US$1.7萬
|
–
|
–
|
–
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
US$1.32萬
|
–
|
–
|
–
|
|
|
17
|
Innovative Advisory Group
Lexington,
Massachusetts
|
US$7,311
|
–
|
–
|
–
|
|
|
18
|
Allworth Financial
Folsom,
California
|
US$6,798
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-US$20.6萬
|
-6,038
|
已平倉
|
|
