|
1
|
American Financial Group
Cincinnati,
Ohio
|
$212万
|
-$152万
|
-49,372
|
-43%
|
|
|
2
|
|
$182万
|
+$1.11万
|
+362
|
+0.7%
|
|
|
3
|
Moab Capital Partners
Southampton,
New York
|
$82.7万
|
–
|
–
|
–
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$76.8万
|
–
|
–
|
–
|
|
|
5
|
Beach Point Capital Management
Santa Monica,
California
|
$65.8万
|
+$61.4万
|
+20,000
|
新規
|
|
|
6
|
Legal & General Group
London,
United Kingdom
|
$62.7万
|
–
|
–
|
–
|
|
|
7
|
Millennium Management
New York
|
$44.2万
|
+$41.2万
|
+13,440
|
新規
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$25.9万
|
+$24.1万
|
+7,860
|
新規
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$23.2万
|
+$21.6万
|
+7,038
|
新規
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8万
|
-$1.27万
|
-415
|
-6%
|
|
|
11
|
Retirement Group
San Diego,
California
|
$13.4万
|
-$1.38万
|
-450
|
-10%
|
|
|
12
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$8.2万
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5万
|
+$6,291
|
+205
|
+15%
|
|
|
14
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$4.6万
|
-$7,672
|
-250
|
-15%
|
|
|
15
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$1万
|
+$9,329
|
+304
|
新規
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$9,000
|
-$368
|
-12
|
-4%
|
|
|
17
|
Accel Wealth Management
Waverly,
Iowa
|
$9,000
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6,000
|
–
|
–
|
–
|
|
|
19
|
Thomasville National Bank
Thomasville,
Georgia
|
$6,000
|
+$33.9万
|
+11,048
|
新規
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$4,000
|
–
|
–
|
–
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$4,000
|
+$3,989
|
+130
|
新規
|
|
|
22
|
FNY Investment Advisers
New York
|
$3,000
|
+$3,069
|
+100
|
新規
|
|
|
23
|
Ranch Capital Advisors
Sarasota,
Florida
|
$3,000
|
+$3,191
|
+104
|
新規
|
|
|
24
|
Fortress Investment Group
New York
|
–
|
-$305万
|
-94,867
|
解消
|
|
|
25
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
–
|
-$7.1万
|
-2,500
|
解消
|
|
