|
1
|
L.K. Benson & Company
Baltimore,
Maryland
|
US$1236萬
|
+US$111萬
|
+45,719
|
+10%
|
|
|
2
|
BWM Planning
The Woodlands,
Texas
|
US$1084萬
|
+US$85.2萬
|
+35,112
|
+8%
|
|
|
3
|
Stokes Family Office
New Orleans,
Louisiana
|
US$852萬
|
+US$865萬
|
+356,556
|
新
|
|
|
4
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
US$705萬
|
+US$264萬
|
+108,951
|
+61%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
US$648萬
|
+US$32.8萬
|
+13,507
|
+5%
|
|
|
6
|
Vise Technologies
New York
|
US$521萬
|
+US$529萬
|
+218,005
|
新
|
|
|
7
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
US$348萬
|
-US$13.6萬
|
-5,605
|
-4%
|
|
|
8
|
Vestment Financial
Chanhassen,
Minnesota
|
US$338萬
|
+US$151萬
|
+62,280
|
+80%
|
|
|
9
|
One Degree Advisors
San Diego,
California
|
US$281萬
|
+US$11.9萬
|
+4,893
|
+4%
|
|
|
10
|
Archford Capital Strategies
Swansea,
Illinois
|
US$155萬
|
+US$1.39萬
|
+571
|
+0.9%
|
|
|
11
|
XY Planning Network
Bozeman,
Montana
|
US$151萬
|
+US$16.3萬
|
+6,704
|
+12%
|
|
|
12
|
Valley Financial Group
Ambler,
Pennsylvania
|
US$116萬
|
-US$5,170
|
-213
|
-0.4%
|
|
|
13
|
One Plus One Wealth Management
Jupiter,
Florida
|
US$69萬
|
-US$3.96萬
|
-1,631
|
-5%
|
|
|
14
|
Quantinno Capital Management
New York
|
US$55.4萬
|
–
|
–
|
–
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$52.5萬
|
–
|
–
|
–
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
US$47.5萬
|
-US$65.8萬
|
-27,107
|
-58%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
US$41.3萬
|
+US$2.55萬
|
+1,050
|
+6%
|
|
|
18
|
|
US$38.6萬
|
+US$6.77萬
|
+2,789
|
+21%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$20萬
|
+US$4.09萬
|
+1,686
|
+25%
|
|
|
20
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$8.4萬
|
+US$8.53萬
|
+3,513
|
新
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$2.94萬
|
+US$2.84萬
|
+1,170
|
+1,983%
|
|
|
22
|
Sankala Group
Lyons,
Colorado
|
US$2.36萬
|
-US$1,796
|
-74
|
-7%
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
US$4,326
|
+US$4,393
|
+181
|
新
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
US$1,291
|
+US$1,311
|
+54
|
新
|
|
|
25
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-US$165萬
|
-68,847
|
已平倉
|
|
