|
1
|
Truist Financial
Charlotte,
North Carolina
|
US$998萬
|
-US$74.9萬
|
-29,980
|
-7%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
US$635萬
|
-US$11.1萬
|
-4,440
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
US$168萬
|
+US$5.11萬
|
+2,043
|
+3%
|
|
|
4
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
US$97.5萬
|
+US$97.5萬
|
+39,021
|
新
|
|
|
5
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
US$39.4萬
|
-US$3.72萬
|
-1,490
|
-9%
|
|
|
6
|
Kingdom Financial Group
Peoria,
Arizona
|
US$22.2萬
|
+US$975
|
+39
|
+0.4%
|
|
|
7
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
US$2.28萬
|
+US$2.28萬
|
+913
|
新
|
|
|
8
|
Evolution Wealth Management
Fort Myers,
Florida
|
US$1.87萬
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$1.61萬
|
+US$1.61萬
|
+645
|
新
|
|
|
10
|
Strategic Investment Management
Arlington,
Virginia
|
US$6,395
|
+US$6,398
|
+256
|
新
|
|
|
11
|
Sterling Capital Management
Charlotte,
North Carolina
|
US$350
|
+US$350
|
+14
|
新
|
|
|
12
|
|
–
|
-US$28.2萬
|
-11,247
|
已平倉
|
|
|
13
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-US$22.2萬
|
-8,861
|
已平倉
|
|
|
14
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-US$1.41萬
|
-561
|
已平倉
|
|
