|
1
|
LPL Financial
San Diego,
California
|
US$2287萬
|
+US$2295萬
|
+927,968
|
新
|
|
|
2
|
AssetMark Inc
Concord,
California
|
US$1787萬
|
+US$224萬
|
+90,608
|
+14%
|
|
|
3
|
CoreCap Advisors
Southfield,
Michigan
|
US$835萬
|
+US$39.6萬
|
+15,999
|
+5%
|
|
|
4
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
US$676萬
|
-US$21.4萬
|
-8,643
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$367萬
|
-US$33.8萬
|
-13,655
|
-8%
|
|
|
6
|
Leuthold Group
Minneapolis,
Minnesota
|
US$201萬
|
-US$4,402
|
-178
|
-0.2%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
US$197萬
|
+US$27.5萬
|
+11,104
|
+16%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
US$121萬
|
+US$6.92萬
|
+2,800
|
+6%
|
|
|
9
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$116萬
|
-US$29.4萬
|
-11,871
|
-20%
|
|
|
10
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
US$106萬
|
-US$5,712
|
-231
|
-0.5%
|
|
|
11
|
Global Assets Advisory
Orlando,
Florida
|
US$101萬
|
+US$101萬
|
+40,928
|
新
|
|
|
12
|
MGO One Seven
Beachwood,
Ohio
|
US$94.6萬
|
+US$2.98萬
|
+1,204
|
+3%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
US$69.9萬
|
-US$4.75萬
|
-1,922
|
-6%
|
|
|
14
|
|
US$61.7萬
|
+US$8.08萬
|
+3,266
|
+15%
|
|
|
15
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
US$61.5萬
|
+US$5.27萬
|
+2,132
|
+9%
|
|
|
16
|
Fulcrum Equity Management
Plano,
Texas
|
US$54.4萬
|
-US$3.2萬
|
-1,296
|
-6%
|
|
|
17
|
VisionPoint Advisory Group
Dallas,
Texas
|
US$45萬
|
-US$1.39萬
|
-563
|
-3%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
US$38萬
|
-US$1.85萬
|
-750
|
-5%
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
US$23.3萬
|
+US$23.2萬
|
+9,401
|
新
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
US$1.86萬
|
-US$2.76萬
|
-1,117
|
-60%
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
US$1.69萬
|
+US$1.7萬
|
+686
|
新
|
|
|
22
|
Rossby Financial
Melbourne,
Florida
|
US$8,107
|
+US$3,388
|
+137
|
+71%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
US$6,109
|
+US$6,133
|
+248
|
新
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
US$1,873
|
+US$1,879
|
+76
|
新
|
|
|
25
|
|
–
|
-US$131萬
|
-52,918
|
已平倉
|
|
