|
1
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$1525萬
|
+US$565萬
|
+111,050
|
+64%
|
|
|
2
|
LPL Financial
San Diego,
California
|
US$1358萬
|
+US$335萬
|
+65,965
|
+35%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
US$947萬
|
+US$56.8萬
|
+11,180
|
+7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
US$691萬
|
+US$58.4萬
|
+11,486
|
+10%
|
|
|
5
|
Proactive Wealth Strategies
Marietta,
Georgia
|
US$439萬
|
-US$7.71萬
|
-1,517
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$325萬
|
-US$13.8萬
|
-2,708
|
-4%
|
|
|
7
|
|
US$310萬
|
-US$87萬
|
-17,119
|
-23%
|
|
|
8
|
|
US$268萬
|
+US$253萬
|
+49,825
|
新
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$235萬
|
-US$12.9萬
|
-2,528
|
-5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
US$182萬
|
+US$4,373
|
+86
|
+0.3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$178萬
|
+US$8,542
|
+168
|
+0.5%
|
|
|
12
|
RiverTree Advisors
Winter Park,
Florida
|
US$155萬
|
-US$22.8萬
|
-4,477
|
-13%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
US$147萬
|
-US$74.7萬
|
-14,688
|
-35%
|
|
|
14
|
Milestones Private Investment Advisors
Fairport,
New York
|
US$146萬
|
-US$2.13萬
|
-419
|
-2%
|
|
|
15
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
US$144萬
|
+US$3.67萬
|
+721
|
+3%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
US$144萬
|
+US$12.5萬
|
+2,460
|
+10%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$134萬
|
-US$228萬
|
-44,859
|
-64%
|
|
|
18
|
Tidemark
San Diego,
California
|
US$121萬
|
–
|
–
|
–
|
|
|
19
|
|
US$118萬
|
-US$362萬
|
-71,111
|
-76%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
US$82.8萬
|
-US$17.4萬
|
-3,420
|
-18%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$82.6萬
|
+US$1.69萬
|
+332
|
+2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
US$78.9萬
|
-US$17萬
|
-3,334
|
-19%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
US$77.4萬
|
+US$4,830
|
+95
|
+0.7%
|
|
|
24
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
US$67.4萬
|
+US$37.1萬
|
+7,294
|
+139%
|
|
|
25
|
SkyOak Wealth
Southfield,
Michigan
|
US$62萬
|
–
|
–
|
–
|
|
