|
1
|
Burney Company
Reston,
Virginia
|
US$4.31億
|
+US$2472萬
|
+448,743
|
+6%
|
|
|
2
|
Triad Wealth Partners
Lawrence,
Kansas
|
US$379萬
|
-US$338萬
|
-61,427
|
-49%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
US$354萬
|
-US$35.2萬
|
-6,391
|
-10%
|
|
|
4
|
Canal Capital Management
Richmond,
Virginia
|
US$213萬
|
–
|
–
|
–
|
|
|
5
|
Fiduciary Planning
Englewood,
Florida
|
US$78.5萬
|
-US$3.29萬
|
-598
|
-4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$40.4萬
|
-US$99.1萬
|
-17,983
|
-72%
|
|
|
7
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
US$37.4萬
|
-US$3,415
|
-62
|
-1%
|
|
|
8
|
Meridian Financial Partners
Warrenton,
Virginia
|
US$33.9萬
|
–
|
–
|
–
|
|
|
9
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$24.2萬
|
–
|
–
|
–
|
|
|
10
|
Impact Partnership Wealth
Marietta,
Georgia
|
US$23.9萬
|
+US$22.6萬
|
+4,105
|
新
|
|
|
11
|
Larson Financial Group
St Louis,
Missouri
|
US$9.31萬
|
+US$8.81萬
|
+1,600
|
新
|
|
|
12
|
Regatta Research & Money Management
Metairie,
Louisiana
|
US$8.1萬
|
+US$7.66萬
|
+1,391
|
新
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
US$5.31萬
|
+US$5.02萬
|
+912
|
新
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
US$4.13萬
|
+US$3.91萬
|
+709
|
新
|
|
|
15
|
Evolution Wealth Management
Fort Myers,
Florida
|
US$2,211
|
+US$2,093
|
+38
|
新
|
|
|
16
|
Coppell Advisory Solutions
Coppell,
Texas
|
US$1,199
|
+US$76.9萬
|
+13,962
|
+0.8%
|
|
|
17
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-US$1354萬
|
-277,681
|
已平倉
|
|
|
18
|
GTS Securities
Miami,
Florida
|
–
|
-US$63.7萬
|
-13,058
|
已平倉
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$3.34萬
|
-686
|
已平倉
|
|
