1
FINANCIALPLANNING
2
GLOBALADVISORY
3
MUTUALFUNDWRAP
4
PRIVATEBANKING
5
WEALTHMANAGER
6
TOTALNETWORTH
7
BASISPOINTS
8
CUSTOMIZED
9
FIDUCIARY
10
FLATFEE
11
FINRA
12
RIA
13
SEC
14
UMA
B
D
Y
J
B
A
G
N
C
F
X
F
I
D
U
C
I
A
R
Y
A
I
N
W
Z
U
O
N
T
N
O
I
O
A
F
O
D
I
P
U
F
V
T
Y
Q
O
R
J
A
Q
P
F
S
M
I
I
E
A
K
U
Y
T
I
S
P
E
E
I
Z
O
Y
B
V
U
N
S
Z
E
A
O
R
M
Q
W
R
I
G
H
L
H
I
T
U
I
A
U
I
O
X
A
O
A
E
R
I
U
A
K
R
F
M
Y
E
K
N
B
M
I
U
Z
S
K
A
O
V
O
N
Y
F
R
I
J
L
O
C
A
O
P
M
C
I
Y
U
O
A
E
A
R
J
V
K
E
L
E
I
S
T
G
A
Q
V
V
E
I
T
O
M
H
A
Z
X
I
E
S
A
I
S
L
A
U
D
S
X
X
E
U
H
Z
M
J
G
V
G
F
L
S
U
A
R
S
A
I
I
C
B
F
T
K
B
U
L
A
I
L
P
P
C
O
N
H
L
A
V
Q
A
H
L
U
F
I
E
U
L
A
L
O
U
R
I
O
A
H
W
E
N
I
A
B
J
I
E
Y
A
T
A
I
E
A
F
D
B
M
Y
T
K
Y
E
F
K
C
N
W
S
F
N
N
I
A
Z
N
O
P
P
B
I
W
W
D
J
S
V
A
E
E
N
T
I
K
U
R
L
Z
Z
N
N
Z
F
H
O
H
J
H
C
E
I
S
A
E
U
U
G
D
O
Q
G
I
O
E
E
L
L
Z
W
A
N
I
K
R
F
U
W
X
E
G
P
U
L
I
O
H
E
X
A
J
G
R
I
A
B
I
H
Y
K
O
O
A
T
O
T
A
L
N
E
T
W
O
R
T
H
V
M
U
T
U
A
L
F
U
N
D
W
R
A
P
P
E
O
Q
O
P