|
1
|
Fidelity Investments
Boston,
Massachusetts
|
US$3.69億
|
-US$655
|
-13
|
-0%
|
|
|
2
|
Harmony Asset Management
Scottsdale,
Arizona
|
US$697萬
|
–
|
–
|
–
|
|
|
3
|
|
US$174萬
|
+US$9.8萬
|
+1,938
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$165萬
|
+US$20.7萬
|
+4,108
|
+14%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
US$112萬
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
US$97.9萬
|
+US$31.4萬
|
+6,239
|
+47%
|
|
|
7
|
&Partners
Nashville,
Tennessee
|
US$76.2萬
|
+US$2.82萬
|
+561
|
+4%
|
|
|
8
|
Odyssey Group
Lancaster,
Pennsylvania
|
US$72.5萬
|
+US$72.7萬
|
+14,429
|
新
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
US$58萬
|
+US$58.2萬
|
+11,553
|
新
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$55.6萬
|
-US$18萬
|
-3,583
|
-24%
|
|
|
11
|
Midwest Financial Network
Tinley Park,
Illinois
|
US$46.3萬
|
+US$24.1萬
|
+4,788
|
+108%
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
US$35萬
|
-US$1.59萬
|
-316
|
-4%
|
|
|
13
|
RCS Financial Planning
Annapolis,
Maryland
|
US$34.2萬
|
+US$1,511
|
+30
|
+0.4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
US$2.49萬
|
+US$302
|
+6
|
+1%
|
|
|
15
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
US$1.88萬
|
–
|
–
|
–
|
|
|
16
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$3,215
|
+US$3,223
|
+64
|
新
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
US$2,763
|
+US$2,769
|
+55
|
新
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
US$1,356
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-US$36.4萬
|
-7,224
|
已平倉
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-US$3.94萬
|
-783
|
已平倉
|
|
