|
1
|
Riverview Trust Company
Vancouver,
Washington
|
US$1460萬
|
-US$310萬
|
-61,836
|
-18%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$430萬
|
+US$13.7萬
|
+2,723
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
US$382萬
|
-US$23.5萬
|
-4,683
|
-6%
|
|
|
4
|
Global Retirement Partners
San Rafael,
California
|
US$213萬
|
+US$212萬
|
+42,252
|
新
|
|
|
5
|
Life Planning Partners
Jacksonville,
Florida
|
US$194萬
|
-US$31.3萬
|
-6,238
|
-14%
|
|
|
6
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
US$191萬
|
+US$2.98萬
|
+594
|
+2%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
US$168萬
|
+US$167萬
|
+33,387
|
新
|
|
|
8
|
|
US$152萬
|
-US$254萬
|
-50,676
|
-63%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
US$129萬
|
+US$108萬
|
+21,632
|
+543%
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$74.8萬
|
+US$2,006
|
+40
|
+0.3%
|
|
|
11
|
Embree Financial Group
Chicago,
Illinois
|
US$66.6萬
|
-US$26萬
|
-5,175
|
-28%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$48.8萬
|
+US$48.5萬
|
+9,671
|
新
|
|
|
13
|
Global Wealth Management
Kingston,
New Jersey
|
US$29.9萬
|
+US$2,457
|
+49
|
+0.8%
|
|
|
14
|
Camelot Technology Advisors
San Francisco,
California
|
US$28.5萬
|
+US$2,307
|
+46
|
+0.8%
|
|
|
15
|
|
US$25.8萬
|
+US$25.7萬
|
+5,119
|
新
|
|
|
16
|
Cahaba Wealth Management
Atlanta,
Georgia
|
US$23.7萬
|
–
|
–
|
–
|
|
|
17
|
J.W. Cole Advisors
Tampa,
Florida
|
US$22.8萬
|
+US$22.7萬
|
+4,529
|
新
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
US$22.8萬
|
+US$22.7萬
|
+4,523
|
新
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
US$20.1萬
|
+US$20萬
|
+3,985
|
新
|
|
|
20
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$14.2萬
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
US$5.44萬
|
+US$3.09萬
|
+617
|
+133%
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$4.37萬
|
+US$4.34萬
|
+866
|
新
|
|
|
23
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$9
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-US$39.3萬
|
-7,911
|
已平倉
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-US$29.5萬
|
-5,949
|
已平倉
|
|
