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
S
K
W
H
A
I
U
E
O
S
P
F
I
D
U
C
I
A
R
Y
A
A
H
Y
A
M
Z
V
J
C
A
K
C
A
F
Q
D
G
A
T
Q
O
Y
E
Z
E
R
X
I
F
O
L
E
M
I
U
E
T
Z
U
Y
U
U
H
P
A
E
V
O
I
L
E
N
U
N
T
Z
F
Y
O
R
M
G
I
R
V
G
C
O
I
I
I
E
W
A
G
I
G
B
U
O
Y
W
Z
I
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A
U
K
D
H
V
U
W
N
B
M
C
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I
S
A
O
O
V
G
N
B
E
G
F
W
C
V
C
A
O
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L
U
I
H
A
Q
A
G
A
D
G
L
E
I
I
E
I
S
T
A
P
O
V
E
N
F
T
S
M
I
U
Q
Q
H
B
L
A
I
S
O
A
I
D
F
M
A
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U
H
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U
B
O
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B
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L
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U
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R
R
A
J
U
U
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A
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N
A
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A
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A
L
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A
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C
R
N
N
A
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Q
B
T
A
I
I
F
F
A
B
E
V
L
K
D
E
L
C
E
O
O
S
F
N
N
O
G
S
O
O
E
S
X
I
S
W
H
T
G
J
H
E
E
N
T
P
O
P
M
L
M
W
C
N
A
A
Z
Z
G
O
X
C
E
I
S
R
O
X
M
G
U
P
W
G
N
F
U
P
I
X
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W
N
I
F
W
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M
W
D
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M
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A
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R
I
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U
A
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M
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O
T
A
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N
E
T
W
O
R
T
H
R
M
U
T
U
A
L
F
U
N
D
W
R
A
P
L
R
B
A
A
N