|
1
|
|
$829万
|
–
|
–
|
–
|
|
|
2
|
Tidal Investments
Milwaukee,
Wisconsin
|
$212万
|
+$2.99万
|
+1,481
|
+1%
|
|
|
3
|
Adalta Capital Management
New York
|
$154万
|
+$29.2万
|
+14,500
|
+24%
|
|
|
4
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$152万
|
+$11.7万
|
+5,810
|
+9%
|
|
|
5
|
Scotia Capital
Toronto,
Ontario, Canada
|
$116万
|
+$1.39万
|
+687
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.2万
|
+$9.9万
|
+4,885
|
+30%
|
|
|
7
|
Vivaldi Capital Management
Chicago,
Illinois
|
$44万
|
–
|
–
|
–
|
|
|
8
|
CSS LLC
Chicago,
Illinois
|
$41.8万
|
–
|
–
|
–
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$41万
|
+$7.2万
|
+3,567
|
+22%
|
|
|
10
|
ACG Wealth
Atlanta,
Georgia
|
$26.4万
|
+$2,461
|
+122
|
+1%
|
|
|
11
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$20.7万
|
-$9,057
|
-449
|
-4%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7万
|
+$5.47万
|
+2,710
|
+408%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.1万
|
-$1.07万
|
-532
|
-34%
|
|
|
14
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8,000
|
–
|
–
|
–
|
|
|
15
|
|
–
|
-$132万
|
-65,847
|
解消
|
|
|
16
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$2.4万
|
-1,217
|
解消
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$20
|
+1
|
新規
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
+$20
|
+1
|
新規
|
|
