|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$5078萬
|
+US$4830萬
|
+2,042,804
|
新
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$264萬
|
-US$209萬
|
-88,529
|
-45%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
US$237萬
|
+US$78.4萬
|
+33,169
|
+53%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$230萬
|
+US$194萬
|
+81,983
|
+795%
|
|
|
5
|
|
US$133萬
|
+US$126萬
|
+53,500
|
新
|
|
|
6
|
Shamrock Asset Management
Dallas,
Texas
|
US$112萬
|
+US$46.2萬
|
+19,540
|
+77%
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$69.4萬
|
+US$66.1萬
|
+27,946
|
新
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
US$53.1萬
|
+US$12.6萬
|
+5,346
|
+33%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$41.8萬
|
–
|
–
|
–
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$35.9萬
|
+US$10.1萬
|
+4,267
|
+42%
|
|
|
11
|
IMA Advisory Services
Denver,
Colorado
|
US$35.2萬
|
+US$33.5萬
|
+14,170
|
新
|
|
|
12
|
|
US$31萬
|
-US$23.6萬
|
-9,995
|
-44%
|
|
|
13
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
US$26萬
|
+US$24.7萬
|
+10,446
|
新
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
US$14萬
|
-US$3,854
|
-163
|
-3%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
US$10.4萬
|
+US$2.13萬
|
+902
|
+27%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
US$7.1萬
|
+US$5.01萬
|
+2,119
|
+294%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
US$6.5萬
|
+US$2,412
|
+102
|
+4%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
US$4.9萬
|
+US$4.65萬
|
+1,965
|
新
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
US$3.2萬
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
US$2.7萬
|
-US$2.82萬
|
-1,192
|
-53%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1.1萬
|
+US$1.06萬
|
+449
|
新
|
|
|
22
|
AllSquare Wealth Management
Albany,
New York
|
US$8,000
|
–
|
–
|
–
|
|
|
23
|
|
US$2,000
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-US$1.3萬
|
-552
|
已平倉
|
|
|
25
|
|
–
|
-US$1,000
|
-45
|
已平倉
|
|
