|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
US$678萬
|
+US$733萬
|
+165,312
|
新
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$195萬
|
+US$211萬
|
+47,509
|
新
|
|
|
3
|
ML&R Wealth Management
Austin,
Texas
|
US$141萬
|
+US$152萬
|
+34,404
|
新
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
US$114萬
|
+US$91.2萬
|
+20,582
|
+287%
|
|
|
5
|
CPWM LLC
Seattle,
Washington
|
US$67.9萬
|
+US$73.4萬
|
+16,562
|
新
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
US$62.8萬
|
+US$67.9萬
|
+15,315
|
新
|
|
|
7
|
Collective Family Office
York,
Pennsylvania
|
US$48.1萬
|
+US$52萬
|
+11,724
|
新
|
|
|
8
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$45.3萬
|
+US$49萬
|
+11,054
|
新
|
|
|
9
|
Bridgewater Advisors
New York
|
US$38.8萬
|
+US$42萬
|
+9,467
|
新
|
|
|
10
|
Cardiff Park Advisors
Carlsbad,
California
|
US$9.6萬
|
+US$10.3萬
|
+2,330
|
新
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
US$9.6萬
|
+US$10.4萬
|
+2,350
|
新
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
US$8.6萬
|
+US$9.26萬
|
+2,090
|
新
|
|
|
13
|
Level Financial Advisors
East Amherst,
New York
|
US$4.3萬
|
+US$4.62萬
|
+1,042
|
新
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
US$2.4萬
|
+US$2.55萬
|
+575
|
新
|
|
|
15
|
Life Planning Partners
Jacksonville,
Florida
|
US$2.4萬
|
+US$2.62萬
|
+590
|
新
|
|
|
16
|
PrairieView Partners
St. Paul,
Minnesota
|
US$3,000
|
–
|
–
|
–
|
|
|
17
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
–
|
-US$119萬
|
-14,922
|
已平倉
|
|
|
18
|
American Century Companies
Kansas City,
Missouri
|
–
|
-US$23.9萬
|
-5,000
|
已平倉
|
|
