|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$197万
|
-$12.6万
|
-4,608
|
-6%
|
|
|
2
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$197万
|
-$41.1万
|
-15,000
|
-16%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$114万
|
–
|
–
|
–
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$100万
|
+$5,595
|
+204
|
+0.5%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$83.9万
|
+$2.41万
|
+877
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.8万
|
+$1,563
|
+57
|
+0.2%
|
|
|
7
|
TRUADVICE
Sarasota,
Florida
|
$51.7万
|
–
|
–
|
–
|
|
|
8
|
American Portfolios Advisors
Holbrook,
New York
|
$43万
|
+$3,675
|
+134
|
+0.8%
|
|
|
9
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$24.1万
|
–
|
–
|
–
|
|
|
10
|
Sentinus LLC
Oak Brook,
Illinois
|
$23万
|
+$24.5万
|
+8,938
|
新規
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.3万
|
–
|
–
|
–
|
|
|
12
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$11.1万
|
–
|
–
|
–
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.9万
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.9万
|
+$4.11万
|
+1,500
|
新規
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$1.3万
|
–
|
–
|
–
|
|
|
16
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5,000
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$46.1万
|
-17,494
|
解消
|
|
|
18
|
Retirement Group
San Diego,
California
|
–
|
-$9.9万
|
-3,750
|
解消
|
|
