|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
US$724萬
|
+US$740萬
|
+228,088
|
新
|
|
|
2
|
Innealta Capital
Austin,
Texas
|
US$510萬
|
–
|
–
|
–
|
|
|
3
|
|
US$457萬
|
+US$294萬
|
+90,775
|
+171%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$457萬
|
-US$11.7萬
|
-3,617
|
-2%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
US$178萬
|
+US$71.6萬
|
+22,075
|
+65%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
US$161萬
|
+US$37.1萬
|
+11,433
|
+29%
|
|
|
7
|
LPL Financial
San Diego,
California
|
US$136萬
|
-US$30.4萬
|
-9,372
|
-18%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
US$110萬
|
-US$2.1萬
|
-646
|
-2%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$94.6萬
|
+US$92.7萬
|
+28,576
|
新
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
US$79.4萬
|
–
|
–
|
–
|
|
|
11
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
US$47.6萬
|
+US$48.7萬
|
+15,000
|
新
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$35萬
|
-US$7,428
|
-229
|
-2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
US$34.2萬
|
+US$811
|
+25
|
+0.2%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
US$29.1萬
|
–
|
–
|
–
|
|
|
15
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
US$15.9萬
|
+US$16.2萬
|
+5,000
|
新
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
US$3.28萬
|
-US$1.78萬
|
-550
|
-35%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$1.91萬
|
–
|
–
|
–
|
|
|
18
|
|
US$1.38萬
|
-US$2,043
|
-63
|
-13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
US$4,986
|
+US$5,092
|
+157
|
新
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
US$32
|
+US$32
|
+1
|
新
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
–
|
-US$1.83萬
|
-585
|
已平倉
|
|
