|
1
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
US$5.99億
|
-US$1104萬
|
-287,662
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1625萬
|
+US$283萬
|
+73,691
|
+19%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1465萬
|
+US$154萬
|
+40,160
|
+11%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$1031萬
|
+US$1002萬
|
+260,954
|
新
|
|
|
5
|
Mutual Advisors
Omaha,
Nebraska
|
US$473萬
|
-US$377萬
|
-98,226
|
-42%
|
|
|
6
|
Main Management
San Francisco,
California
|
US$442萬
|
+US$1.91萬
|
+498
|
+0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
US$420萬
|
+US$266萬
|
+69,350
|
+142%
|
|
|
8
|
Atria Wealth Solutions
New York
|
US$416萬
|
+US$48.4萬
|
+12,615
|
+12%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$385萬
|
+US$416萬
|
+108,424
|
新
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
US$336萬
|
+US$36.4萬
|
+9,471
|
+11%
|
|
|
11
|
McAlister Sweet & Associates
Houston,
Texas
|
US$260萬
|
+US$1.65萬
|
+430
|
+0.6%
|
|
|
12
|
SimpliFi Inc
San Diego,
California
|
US$223萬
|
+US$3.46萬
|
+902
|
+1%
|
|
|
13
|
|
US$188萬
|
+US$56.8萬
|
+14,809
|
+39%
|
|
|
14
|
Astoria Portfolio Advisors
New York
|
US$157萬
|
+US$24萬
|
+6,254
|
+17%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
US$135萬
|
–
|
–
|
–
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
US$89.5萬
|
+US$96.7萬
|
+25,193
|
新
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
US$89.2萬
|
-US$1.17萬
|
-305
|
-1%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
US$81.2萬
|
+US$1.47萬
|
+382
|
+2%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
US$70.4萬
|
+US$63.9萬
|
+16,637
|
新
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
US$67.7萬
|
+US$1.4萬
|
+365
|
+2%
|
|
|
21
|
Independent Wealth Network
Urbandale,
Iowa
|
US$67.5萬
|
+US$5.03萬
|
+1,310
|
+7%
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
US$61.8萬
|
+US$20.6萬
|
+5,375
|
+45%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
US$53.7萬
|
-US$2.55萬
|
-664
|
-4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$53.6萬
|
+US$9.8萬
|
+2,555
|
+20%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$39.6萬
|
-US$6,257
|
-163
|
-1%
|
|
