|
1
|
Southern Financial Group
Birmingham,
Alabama
|
US$7005萬
|
+US$247萬
|
+49,603
|
+4%
|
|
|
2
|
Townsend & Associates
Westminster,
Colorado
|
US$4688萬
|
+US$111萬
|
+22,282
|
+2%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$1427萬
|
+US$296萬
|
+59,291
|
+26%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$1038萬
|
+US$1039萬
|
+208,310
|
新
|
|
|
5
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
US$945萬
|
-US$9.7萬
|
-1,942
|
-1%
|
|
|
6
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
US$821萬
|
+US$826萬
|
+165,509
|
新
|
|
|
7
|
Colonial River Investments
Midlothian,
Virginia
|
US$494萬
|
+US$494萬
|
+99,081
|
新
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$342萬
|
+US$17.5萬
|
+3,508
|
+5%
|
|
|
9
|
QTR Family Wealth
Lake Mary,
Florida
|
US$212萬
|
+US$15.7萬
|
+3,156
|
+8%
|
|
|
10
|
Castle Rock Wealth Management
Walnut Creek,
California
|
US$195萬
|
+US$8.43萬
|
+1,691
|
+5%
|
|
|
11
|
|
US$179萬
|
+US$83.9萬
|
+16,825
|
+88%
|
|
|
12
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
US$67.9萬
|
+US$14.8萬
|
+2,972
|
+28%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$55.2萬
|
+US$8,529
|
+171
|
+2%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
US$31.1萬
|
+US$4.83萬
|
+968
|
+18%
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
US$29.9萬
|
+US$29.9萬
|
+5,993
|
新
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
US$25.4萬
|
+US$2,394
|
+48
|
+1%
|
|
|
17
|
Cary Street Partners
Richmond,
Virginia
|
US$20.3萬
|
+US$20.3萬
|
+4,075
|
新
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
US$1.98萬
|
+US$1.98萬
|
+397
|
新
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
US$9,220
|
+US$9,227
|
+185
|
新
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-US$35.8萬
|
-7,213
|
已平倉
|
|
