|
1
|
|
$792万
|
+$228万
|
+149,734
|
+41%
|
|
|
2
|
Guggenheim Capital
Chicago,
Illinois
|
$196万
|
+$69.9万
|
+45,970
|
+56%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$153万
|
+$8,641
|
+568
|
+0.6%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$79.1万
|
+$2.8万
|
+1,841
|
+4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$70.5万
|
+$1.52万
|
+1,000
|
+2%
|
|
|
6
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$63.3万
|
+$3.8万
|
+2,500
|
+6%
|
|
|
7
|
Davidson Trust Company
Seattle,
Washington
|
$57.7万
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.7万
|
+$7.55万
|
+4,965
|
+20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$39.5万
|
-$1.05万
|
-691
|
-3%
|
|
|
10
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$38.5万
|
–
|
–
|
–
|
|
|
11
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$38.4万
|
–
|
–
|
–
|
|
|
12
|
TownSquare Capital
Provo,
Utah
|
$38.4万
|
–
|
–
|
–
|
|
|
13
|
Fort Point Capital Partners
San Francisco,
California
|
$37.2万
|
–
|
–
|
–
|
|
|
14
|
Regatta Capital Group
El Segundo,
California
|
$33.9万
|
-$183万
|
-120,157
|
-85%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$31.6万
|
-$9.15万
|
-6,012
|
-23%
|
|
|
16
|
Evoke Wealth
Los Angeles,
California
|
$29.4万
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$29.3万
|
-$24.3万
|
-15,948
|
-46%
|
|
|
18
|
Western Wealth Management
Golden,
Colorado
|
$27.1万
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$20.9万
|
-$2.99万
|
-1,967
|
-13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9万
|
+$7,607
|
+500
|
+4%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$16.9万
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$14.4万
|
-$4,914
|
-323
|
-3%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.1万
|
–
|
–
|
–
|
|
|
24
|
FNY Investment Advisers
New York
|
$3,000
|
–
|
–
|
–
|
|
|
25
|
Beta Wealth Group
San Diego,
California
|
–
|
-$190万
|
-120,812
|
解消
|
|
