|
1
|
Private Advisory Group
Redmond,
Washington
|
$232万
|
–
|
–
|
–
|
|
|
2
|
Diversify Wealth Management
Sandy,
Utah
|
$168万
|
-$17.1万
|
-28,900
|
-12%
|
|
|
3
|
Soltis Investment Advisors
St. George,
Utah
|
$125万
|
+$14.8万
|
+25,000
|
+16%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$38.1万
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$27.5万
|
–
|
–
|
–
|
|
|
6
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$24.4万
|
+$3.74万
|
+6,300
|
+22%
|
|
|
7
|
Geode Capital Management
Boston,
Massachusetts
|
$22.9万
|
+$3.97万
|
+6,698
|
+25%
|
|
|
8
|
FNY Investment Advisers
New York
|
$14.6万
|
+$4.71万
|
+7,936
|
+60%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.1万
|
-$5.37万
|
-9,050
|
-36%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$8.78万
|
+$7.51万
|
+12,674
|
新規
|
|
|
11
|
|
$6.19万
|
+$2,206
|
+372
|
+4%
|
|
|
12
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$3.12万
|
+$1,779
|
+300
|
+7%
|
|
|
13
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.73万
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6,681
|
+$5,562
|
+938
|
+3,608%
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$1,067
|
+$913
|
+154
|
新規
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$21
|
+$6
|
+1
|
+50%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$2,013
|
-350
|
解消
|
|
|
18
|
|
–
|
-$44
|
-7
|
解消
|
|
