|
1
|
Marotta Asset Management
Charlottesville,
Virginia
|
US$913萬
|
-US$8.41萬
|
-2,273
|
-0.9%
|
|
|
2
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$708萬
|
+US$20.5萬
|
+5,538
|
+3%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
US$249萬
|
+US$1.1萬
|
+297
|
+0.5%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
US$221萬
|
-US$2.95萬
|
-798
|
-1%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
US$176萬
|
+US$20.3萬
|
+5,478
|
+13%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
US$133萬
|
–
|
–
|
–
|
|
|
7
|
SSA Swiss Advisors
Zurich,
|
US$112萬
|
+US$2.66萬
|
+720
|
+3%
|
|
|
8
|
Quantinno Capital Management
New York
|
US$110萬
|
+US$18.7萬
|
+5,066
|
+21%
|
|
|
9
|
Flow Traders U.S.
New York
|
US$91.5萬
|
-US$240萬
|
-64,842
|
-73%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$86.5萬
|
+US$6.38萬
|
+1,724
|
+8%
|
|
|
11
|
|
US$43.8萬
|
-US$200萬
|
-54,026
|
-82%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$29.8萬
|
+US$27.8萬
|
+7,514
|
+2,165%
|
|
|
13
|
Vivaldi Capital Management
Chicago,
Illinois
|
US$25.6萬
|
+US$1,332
|
+36
|
+0.5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
US$22.1萬
|
-US$9,549
|
-258
|
-4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
US$16.3萬
|
+US$15.9萬
|
+4,296
|
新
|
|
|
16
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
US$7.59萬
|
-US$7.4萬
|
-2,000
|
-50%
|
|
|
17
|
Millstone Evans Group
Boulder,
Colorado
|
US$4.11萬
|
+US$4.01萬
|
+1,084
|
新
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$2.28萬
|
–
|
–
|
–
|
|
|
19
|
|
US$1.16萬
|
+US$111
|
+3
|
+1%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
US$2,694
|
–
|
–
|
–
|
|
|
21
|
|
US$1,138
|
+US$1,110
|
+30
|
新
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
US$27
|
+US$37
|
+1
|
新
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-US$2.14萬
|
-600
|
已平倉
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$2,072
|
-58
|
已平倉
|
|
|
25
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
–
|
-US$1,144
|
-32
|
已平倉
|
|
