|
1
|
|
US$5408萬
|
–
|
–
|
–
|
|
|
2
|
|
US$306萬
|
+US$72萬
|
+12,356
|
+32%
|
|
|
3
|
Snowden Capital Advisors
New York
|
US$156萬
|
+US$31.7萬
|
+5,442
|
+26%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$65.2萬
|
+US$54.6萬
|
+9,359
|
+626%
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$54.1萬
|
+US$42萬
|
+7,204
|
+399%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$43.3萬
|
+US$42.1萬
|
+7,228
|
新
|
|
|
7
|
Veritable
Wilmington,
Delaware
|
US$22萬
|
+US$21.4萬
|
+3,668
|
新
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$18.1萬
|
+US$1.9萬
|
+326
|
+12%
|
|
|
9
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$17.6萬
|
+US$17萬
|
+2,923
|
新
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
US$8.8萬
|
+US$8.58萬
|
+1,471
|
新
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2.8萬
|
+US$2.74萬
|
+470
|
新
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$2.5萬
|
+US$5,830
|
+100
|
+32%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
US$4,000
|
+US$3,498
|
+60
|
新
|
|
|
14
|
YorkBridge Wealth Partners
New York
|
US$3,000
|
+US$2,915
|
+50
|
新
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-US$2.2萬
|
-402
|
已平倉
|
|
