|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$6134萬
|
+US$341萬
|
+102,177
|
+6%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$1867萬
|
-US$206萬
|
-61,744
|
-11%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
US$435萬
|
+US$43.3萬
|
+12,981
|
+12%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
US$142萬
|
-US$41.7萬
|
-12,502
|
-24%
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$100萬
|
-US$8.19萬
|
-2,454
|
-8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$66.1萬
|
+US$22.7萬
|
+6,805
|
+59%
|
|
|
7
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
US$56.7萬
|
-US$1.14萬
|
-342
|
-2%
|
|
|
8
|
Plan A Wealth
Lincoln,
Nebraska
|
US$51.9萬
|
+US$5.94萬
|
+1,779
|
+14%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
US$45.8萬
|
-US$1.2萬
|
-360
|
-3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$37.6萬
|
-US$22.4萬
|
-6,700
|
-39%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
US$22.1萬
|
+US$2,369
|
+71
|
+1%
|
|
|
12
|
Aptus Capital Advisors
Fairhope,
Alabama
|
US$6.62萬
|
–
|
–
|
–
|
|
|
13
|
Values First Advisors
Gray,
Tennessee
|
US$1.72萬
|
-US$1.17萬
|
-350
|
-42%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1.14萬
|
–
|
–
|
–
|
|
|
15
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-US$5,394
|
-181
|
已平倉
|
|
