|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$418萬
|
+US$33.1萬
|
+12,484
|
+9%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
US$223萬
|
+US$15萬
|
+5,662
|
+8%
|
|
|
3
|
PAX Financial Group
San Antonio,
Texas
|
US$164萬
|
+US$2.11萬
|
+795
|
+1%
|
|
|
4
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
US$98.6萬
|
+US$8.89萬
|
+3,350
|
+11%
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$74.6萬
|
+US$2.64萬
|
+996
|
+4%
|
|
|
6
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
US$47.4萬
|
+US$3.92萬
|
+1,477
|
+10%
|
|
|
7
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$44.9萬
|
-US$15.4萬
|
-5,805
|
-27%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$33.5萬
|
+US$6.02萬
|
+2,266
|
+24%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
US$29.9萬
|
+US$27.4萬
|
+10,317
|
+11,592%
|
|
|
10
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
US$22.8萬
|
+US$21.1萬
|
+7,936
|
新
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
US$14.9萬
|
+US$1.52萬
|
+571
|
+12%
|
|
|
12
|
Values First Advisors
Gray,
Tennessee
|
US$14.5萬
|
+US$8.88萬
|
+3,346
|
+198%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
US$5.71萬
|
–
|
–
|
–
|
|
|
14
|
|
US$5.18萬
|
+US$4.86萬
|
+1,831
|
新
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
US$6,206
|
+US$5,734
|
+216
|
新
|
|
|
16
|
49 Wealth Management
Austin,
Texas
|
–
|
-US$78.7萬
|
-33,731
|
已平倉
|
|
