|
1
|
Innealta Capital
Austin,
Texas
|
$501万
|
–
|
–
|
–
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
$460万
|
+$34.2万
|
+11,246
|
+8%
|
|
|
3
|
|
$166万
|
+$134万
|
+43,847
|
+474%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$163万
|
+$135万
|
+44,390
|
+562%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$122万
|
+$119万
|
+39,164
|
新規
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$110万
|
–
|
–
|
–
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$106万
|
-$8.28万
|
-2,719
|
-7%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$78.1万
|
–
|
–
|
–
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$35.1万
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.6万
|
+$32.7万
|
+10,745
|
新規
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$28.6万
|
-$51.7万
|
-16,970
|
-65%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.95万
|
-$205万
|
-67,295
|
-98%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.87万
|
–
|
–
|
–
|
|
|
14
|
Orion Capital Management
Coronado,
California
|
$1.83万
|
+$1.78万
|
+585
|
新規
|
|
|
15
|
|
$1.55万
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
–
|
-$2.1万
|
-726
|
解消
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$2,646
|
-91
|
解消
|
|
