|
1
|
Belpointe Asset Management
Reno,
Nevada
|
US$1741萬
|
+US$17.4萬
|
+7,391
|
+1%
|
|
|
2
|
Independent Wealth Network
Urbandale,
Iowa
|
US$667萬
|
+US$34.7萬
|
+14,779
|
+6%
|
|
|
3
|
Astoria Portfolio Advisors
New York
|
US$660萬
|
+US$170萬
|
+72,456
|
+35%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
US$272萬
|
+US$84.6萬
|
+36,031
|
+46%
|
|
|
5
|
Puff Wealth Management
Haddonfield,
New Jersey
|
US$252萬
|
+US$248萬
|
+105,775
|
新
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$195萬
|
+US$23.6萬
|
+10,041
|
+14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$90.4萬
|
+US$89.1萬
|
+37,937
|
新
|
|
|
8
|
Latitude Advisors
Vero Beach,
Florida
|
US$86.4萬
|
+US$36.8萬
|
+15,694
|
+76%
|
|
|
9
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
US$79.6萬
|
+US$5.88萬
|
+2,506
|
+8%
|
|
|
10
|
PFG Advisors
Phoenix,
Arizona
|
US$69.1萬
|
+US$68.1萬
|
+29,012
|
新
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$66.5萬
|
+US$1.36萬
|
+579
|
+2%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$61.5萬
|
+US$61.1萬
|
+26,030
|
新
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
US$35.2萬
|
+US$34.7萬
|
+14,772
|
新
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
US$29.3萬
|
+US$28.8萬
|
+12,286
|
新
|
|
|
15
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
US$22萬
|
-US$634
|
-27
|
-0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
US$15.5萬
|
-US$44.2萬
|
-18,810
|
-74%
|
|
|
17
|
|
US$4.76萬
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
US$119
|
–
|
–
|
–
|
|
|
19
|
|
US$60
|
+US$47
|
+2
|
新
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-US$137萬
|
-59,532
|
已平倉
|
|
