|
1
|
Axxcess Wealth Management
Carlsbad,
California
|
US$278萬
|
+US$273萬
|
+113,178
|
新
|
|
|
2
|
Darwin Wealth Management
Tampa,
Florida
|
US$278萬
|
+US$6.64萬
|
+2,749
|
+2%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
US$277萬
|
-US$388萬
|
-160,777
|
-59%
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
US$237萬
|
+US$233萬
|
+96,542
|
新
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
US$212萬
|
+US$153萬
|
+63,529
|
+279%
|
|
|
6
|
Arrowroot Family Office
Marina Del Rey,
California
|
US$185萬
|
-US$117萬
|
-48,505
|
-39%
|
|
|
7
|
Empire Financial Management Company
New York
|
US$104萬
|
+US$102萬
|
+42,343
|
新
|
|
|
8
|
Fermata Advisors
Sonoma,
California
|
US$93.7萬
|
+US$3.58萬
|
+1,481
|
+4%
|
|
|
9
|
January Capital Advisors
San Francisco,
California
|
US$40.3萬
|
-US$1,522
|
-63
|
-0.4%
|
|
|
10
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
US$35.9萬
|
+US$1,595
|
+66
|
+0.5%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
US$32.5萬
|
–
|
–
|
–
|
|
|
12
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
US$26.8萬
|
+US$26.4萬
|
+10,917
|
新
|
|
|
13
|
GTS Securities
Miami,
Florida
|
US$26.6萬
|
-US$13.1萬
|
-5,416
|
-33%
|
|
|
14
|
Clark Asset Management
Stratham,
New Hampshire
|
US$22.9萬
|
–
|
–
|
–
|
|
|
15
|
Compass Financial Management
Tampa,
Florida
|
US$10.1萬
|
+US$9.9萬
|
+4,104
|
新
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
US$7.05萬
|
-US$1.99萬
|
-824
|
-22%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$8,000
|
+US$7,586
|
+314
|
新
|
|
|
18
|
Osbon Capital Management
Boston,
Massachusetts
|
–
|
-US$2.71萬
|
-1,168
|
已平倉
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$1.41萬
|
-609
|
已平倉
|
|
