|
1
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$265万
|
–
|
–
|
–
|
|
|
2
|
Doliver Advisors
Houston,
Texas
|
$68.9万
|
+$9.33万
|
+1,916
|
+16%
|
|
|
3
|
City of London Investment Management
London,
United Kingdom
|
$62.8万
|
+$62.7万
|
+12,887
|
新規
|
|
|
4
|
LPL Financial
San Diego,
California
|
$27.8万
|
+$6.84万
|
+1,405
|
+33%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$20万
|
+$2.7万
|
+554
|
+16%
|
|
|
6
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$16.9万
|
+$16.9万
|
+3,475
|
新規
|
|
|
7
|
Bennicas & Associates
Portola Valley,
California
|
$11万
|
–
|
–
|
–
|
|
|
8
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$10.3万
|
–
|
–
|
–
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.7万
|
-$6,279
|
-129
|
-10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.2万
|
+$2.83万
|
+582
|
+122%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.2万
|
-$1,266
|
-26
|
-3%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4万
|
+$1.57万
|
+322
|
+64%
|
|
|
13
|
|
$3.1万
|
-$2.35万
|
-483
|
-43%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.8万
|
+$2.75万
|
+565
|
新規
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$1.7万
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$9,000
|
-$3.13万
|
-644
|
-78%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9,000
|
+$9,638
|
+198
|
新規
|
|
|
18
|
|
$6,000
|
–
|
–
|
–
|
|
|
19
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$5,000
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$3,000
|
-$4.43万
|
-911
|
-93%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2,000
|
-$584
|
-12
|
-23%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$1.3万
|
-271
|
解消
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$6,000
|
-142
|
解消
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$4,000
|
-77
|
解消
|
|
