|
1
|
Strategic Equity Management
Tucson,
Arizona
|
US$1256萬
|
-US$54.6萬
|
-18,677
|
-5%
|
|
|
2
|
Moneywise Inc
Forest,
Virginia
|
US$607萬
|
-US$8.49萬
|
-2,903
|
-1%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$438萬
|
+US$82.5萬
|
+28,204
|
+25%
|
|
|
4
|
PAX Financial Group
San Antonio,
Texas
|
US$154萬
|
+US$5,877
|
+201
|
+0.4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$123萬
|
+US$6,725
|
+230
|
+0.6%
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$45.5萬
|
-US$16.3萬
|
-5,575
|
-28%
|
|
|
7
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$44.3萬
|
+US$9,035
|
+309
|
+2%
|
|
|
8
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
US$41.6萬
|
+US$2.36萬
|
+806
|
+7%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$22.4萬
|
-US$83.7萬
|
-28,610
|
-80%
|
|
|
10
|
Values First Advisors
Gray,
Tennessee
|
US$19.5萬
|
+US$5.73萬
|
+1,961
|
+47%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
US$6.27萬
|
+US$5.49萬
|
+1,876
|
+1,934%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
US$4.23萬
|
+US$3.89萬
|
+1,331
|
新
|
|
|
13
|
|
US$1.19萬
|
+US$1.11萬
|
+379
|
新
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
US$9,538
|
+US$8,772
|
+300
|
新
|
|
|
15
|
49 Wealth Management
Austin,
Texas
|
–
|
-US$34.5萬
|
-13,190
|
已平倉
|
|
