|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
US$6317萬
|
–
|
–
|
–
|
|
|
2
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
US$1050萬
|
+US$1049萬
|
+408,702
|
新
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
US$793萬
|
+US$174萬
|
+67,911
|
+28%
|
|
|
4
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
US$738萬
|
+US$74.2萬
|
+28,902
|
+11%
|
|
|
5
|
|
US$465萬
|
-US$61.4萬
|
-23,909
|
-12%
|
|
|
6
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
US$437萬
|
+US$8.18萬
|
+3,189
|
+2%
|
|
|
7
|
Marathon Asset Management (New York)
New York
|
US$256萬
|
-US$64.2萬
|
-25,000
|
-20%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$210萬
|
+US$1.32萬
|
+515
|
+0.6%
|
|
|
9
|
Simplicity Wealth
Summit,
New Jersey
|
US$193萬
|
+US$16.6萬
|
+6,464
|
+9%
|
|
|
10
|
|
US$160萬
|
+US$161萬
|
+62,673
|
新
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
US$135萬
|
+US$3.74萬
|
+1,457
|
+3%
|
|
|
12
|
Kensington Asset Management
Austin,
Texas
|
US$64.6萬
|
-US$385萬
|
-150,000
|
-86%
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
US$53.5萬
|
+US$3.91萬
|
+1,524
|
+8%
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
US$41萬
|
+US$41.2萬
|
+16,040
|
新
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$34.3萬
|
+US$5.64萬
|
+2,198
|
+20%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$25.1萬
|
+US$25.2萬
|
+9,821
|
新
|
|
|
17
|
Sunrise Financial Services
Burien,
Washington
|
US$1,994
|
+US$2,002
|
+78
|
新
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
US$684
|
-US$32.2萬
|
-12,565
|
-100%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-US$169萬
|
-66,635
|
已平倉
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-US$7,394
|
-291
|
已平倉
|
|
