|
1
|
Csenge Advisory Group
Clearwater,
Florida
|
US$1101萬
|
-US$103萬
|
-29,101
|
-9%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$782萬
|
+US$78.1萬
|
+21,996
|
+12%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$208萬
|
+US$198萬
|
+55,809
|
新
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
US$205萬
|
–
|
–
|
–
|
|
|
5
|
|
US$173萬
|
+US$165萬
|
+46,479
|
新
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$112萬
|
–
|
–
|
–
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$111萬
|
-US$3.47萬
|
-978
|
-3%
|
|
|
8
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
US$102萬
|
–
|
–
|
–
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
US$94.8萬
|
+US$5.23萬
|
+1,473
|
+6%
|
|
|
10
|
TOP Private Wealth
Glastonbury,
Connecticut
|
US$81.3萬
|
+US$77.4萬
|
+21,809
|
新
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$78.2萬
|
-US$21.4萬
|
-6,015
|
-22%
|
|
|
12
|
Quantinno Capital Management
New York
|
US$47萬
|
-US$5,431
|
-153
|
-1%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$39.4萬
|
+US$7.67萬
|
+2,162
|
+26%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
US$34.7萬
|
+US$32.9萬
|
+9,260
|
新
|
|
|
15
|
Americana Partners
Houston,
Texas
|
US$34.2萬
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$31.5萬
|
-US$11.5萬
|
-3,243
|
-28%
|
|
|
17
|
VisionPoint Advisory Group
Dallas,
Texas
|
US$21.4萬
|
-US$4.06萬
|
-1,145
|
-17%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
US$6.69萬
|
+US$6.38萬
|
+1,796
|
新
|
|
|
19
|
Park Square Financial Group
Roswell,
Georgia
|
US$2.54萬
|
-US$2.39萬
|
-673
|
-50%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
US$1.61萬
|
+US$1.53萬
|
+431
|
新
|
|
|
21
|
Lloyd Advisory Services
Suwanee,
Georgia
|
US$6,336
|
+US$6,034
|
+170
|
新
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-US$164萬
|
-53,599
|
已平倉
|
|
|
23
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-US$32.4萬
|
-10,609
|
已平倉
|
|
|
24
|
|
–
|
-US$4,798
|
-157
|
已平倉
|
|
