|
1
|
Compass Financial Management
Tampa,
Florida
|
US$285萬
|
+US$271萬
|
+66,413
|
新
|
|
|
2
|
Naples Global Advisors
Naples,
Florida
|
US$272萬
|
+US$19.3萬
|
+4,735
|
+8%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
US$194萬
|
+US$68.6萬
|
+16,791
|
+60%
|
|
|
4
|
NI Acquisitions Company
Lemoyne,
Pennsylvania
|
US$162萬
|
+US$133萬
|
+32,533
|
新
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$129萬
|
+US$16.2萬
|
+3,958
|
+15%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$123萬
|
+US$116萬
|
+28,420
|
新
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
US$111萬
|
+US$19.3萬
|
+4,733
|
+22%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$98萬
|
+US$26.5萬
|
+6,485
|
+40%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
US$90.6萬
|
+US$33.9萬
|
+8,305
|
+66%
|
|
|
10
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
US$90.5萬
|
-US$2.17萬
|
-530
|
-2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$60萬
|
-US$6,701
|
-164
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$45.1萬
|
+US$42.7萬
|
+10,445
|
新
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
US$38.9萬
|
+US$12.5萬
|
+3,059
|
+51%
|
|
|
14
|
|
US$30.4萬
|
-US$191萬
|
-46,671
|
-87%
|
|
|
15
|
Signal Advisors Wealth
Detroit,
Michigan
|
US$27.7萬
|
+US$26.2萬
|
+6,416
|
新
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
US$25.6萬
|
-US$143萬
|
-35,096
|
-86%
|
|
|
17
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
US$23.7萬
|
+US$22.4萬
|
+5,475
|
新
|
|
|
18
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
US$20.1萬
|
+US$19萬
|
+4,652
|
新
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
US$1.66萬
|
–
|
–
|
–
|
|
|
20
|
AssetMark Inc
Concord,
California
|
US$1.42萬
|
–
|
–
|
–
|
|
|
21
|
Institute for Wealth Management
Denver,
Colorado
|
US$1,118
|
+US$1,062
|
+26
|
新
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$4,277
|
-122
|
已平倉
|
|
