|
1
|
|
US$2232萬
|
+US$14萬
|
+3,309
|
+0.7%
|
|
|
2
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
US$1047萬
|
-US$13.9萬
|
-3,280
|
-1%
|
|
|
3
|
|
US$1043萬
|
+US$88.4萬
|
+20,853
|
+10%
|
|
|
4
|
Rockefeller Capital Management
New York
|
US$481萬
|
-US$17.3萬
|
-4,085
|
-4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$452萬
|
+US$367萬
|
+86,634
|
+629%
|
|
|
6
|
LPL Financial
San Diego,
California
|
US$252萬
|
+US$2.52萬
|
+594
|
+1%
|
|
|
7
|
Private Wealth Partners
Mill Valley,
California
|
US$95.7萬
|
+US$90.1萬
|
+21,250
|
新
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
US$64.5萬
|
+US$11.7萬
|
+2,759
|
+24%
|
|
|
9
|
|
US$39.2萬
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$33.2萬
|
+US$2.46萬
|
+580
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$32.8萬
|
-US$1.85萬
|
-437
|
-6%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
US$24.5萬
|
+US$21.6萬
|
+5,094
|
+1,455%
|
|
|
13
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
US$24.5萬
|
-US$2,076
|
-49
|
-0.9%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$20.7萬
|
+US$19.5萬
|
+4,596
|
新
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
US$19.3萬
|
-US$3,094
|
-73
|
-2%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
US$9.9萬
|
+US$2.44萬
|
+575
|
+33%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
US$7.75萬
|
–
|
–
|
–
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
US$7.52萬
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$7.3萬
|
-US$13.5萬
|
-3,195
|
-66%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
US$2.13萬
|
+US$2.01萬
|
+474
|
新
|
|
|
21
|
AssetMark Inc
Concord,
California
|
US$1.7萬
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$1.23萬
|
-336
|
已平倉
|
|
