|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$224万
|
–
|
–
|
–
|
|
|
2
|
Lifetime Wealth Management
Rockwall,
Texas
|
$206万
|
-$11.6万
|
-3,929
|
-3%
|
|
|
3
|
|
$29.9万
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.53万
|
+$1.31万
|
+443
|
+30%
|
|
|
5
|
Wolverine Asset Management
Chicago,
Illinois
|
$5,948
|
-$10.6万
|
-3,595
|
-92%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5,868
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5,032
|
+$59
|
+2
|
+0.7%
|
|
|
8
|
|
$3,143
|
-$2,652
|
-90
|
-34%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$2,598
|
–
|
–
|
–
|
|
|
10
|
Strategic Advocates
Logan,
Utah
|
$2,544
|
–
|
–
|
–
|
|
|
11
|
IMA Advisory Services
Denver,
Colorado
|
$2,217
|
+$3,596
|
+122
|
新規
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$1,218
|
–
|
–
|
–
|
|
|
13
|
Gunpowder Capital Management
Towson,
Maryland
|
$854
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$737
|
–
|
–
|
–
|
|
|
15
|
First Horizon Corporation
Memphis,
Tennessee
|
$418
|
–
|
–
|
–
|
|
|
16
|
Warberg Asset Management
Winnetka,
Illinois
|
–
|
-$91.3万
|
-29,855
|
解消
|
|
|
17
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$4,607
|
-158
|
解消
|
|
|
18
|
Brown Brothers Harriman & Co
New York
|
–
|
-$2,354
|
-77
|
解消
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$367
|
-12
|
解消
|
|
