|
51
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
US$33萬
|
–
|
–
|
–
|
|
|
52
|
Strong Retirement Solutions
Silverdale,
Washington
|
US$28.5萬
|
+US$3.5萬
|
+857
|
+15%
|
|
|
53
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
US$25.7萬
|
+US$24.9萬
|
+6,100
|
新
|
|
|
54
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$23萬
|
-US$3,962
|
-97
|
-2%
|
|
|
55
|
XY Planning Network
Bozeman,
Montana
|
US$21.1萬
|
+US$20.4萬
|
+4,990
|
新
|
|
|
56
|
Venture Visionary Partners
Sylvania,
Ohio
|
US$20.5萬
|
+US$19.9萬
|
+4,867
|
新
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
US$15萬
|
+US$14.5萬
|
+3,544
|
新
|
|
|
58
|
Princeton Global Asset Management
Princeton,
New Jersey
|
US$14.4萬
|
-US$5,106
|
-125
|
-4%
|
|
|
59
|
|
US$9.9萬
|
-US$817
|
-20
|
-0.8%
|
|
|
60
|
Parallel Advisors
San Francisco,
California
|
US$8.26萬
|
+US$82
|
+2
|
+0.1%
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
US$6.51萬
|
–
|
–
|
–
|
|
|
62
|
Whittier Trust
South Pasadena,
California
|
US$4.23萬
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
US$3.16萬
|
–
|
–
|
–
|
|
|
64
|
AssetMark Inc
Concord,
California
|
US$2.32萬
|
+US$2.25萬
|
+550
|
新
|
|
|
65
|
Farther Finance Advisors
San Francisco,
California
|
US$2.11萬
|
-US$4.18萬
|
-1,023
|
-67%
|
|
|
66
|
WealthShield Partners
Cary,
North Carolina
|
US$1.11萬
|
–
|
–
|
–
|
|
|
67
|
Creative Financial Designs
Kokomo,
Indiana
|
US$9,788
|
-US$2,002
|
-49
|
-17%
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
US$7,594
|
-US$7.67萬
|
-1,878
|
-91%
|
|
|
69
|
CoreCap Advisors
Southfield,
Michigan
|
US$6,200
|
+US$41
|
+1
|
+0.7%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$2,700
|
–
|
–
|
–
|
|
|
71
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
US$1,097
|
-US$1.05萬
|
-258
|
-91%
|
|
|
72
|
Wells Fargo
San Francisco,
California
|
US$866
|
+US$776
|
+19
|
+950%
|
|
|
73
|
IFG Advisory
Atlanta,
Georgia
|
US$422
|
+US$409
|
+10
|
新
|
|
|
74
|
Russell Investments Group
London,
United Kingdom
|
US$169
|
+US$163
|
+4
|
新
|
|
|
75
|
|
US$78
|
–
|
–
|
–
|
|
