|
1
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
US$1027萬
|
–
|
–
|
–
|
|
|
2
|
AG Asset Advisory
Los Angeles,
California
|
US$759萬
|
–
|
–
|
–
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
US$279萬
|
+US$279萬
|
+108,377
|
新
|
|
|
4
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
US$255萬
|
+US$162萬
|
+62,903
|
+173%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
US$205萬
|
+US$206萬
|
+79,747
|
新
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$175萬
|
+US$36.1萬
|
+13,994
|
+26%
|
|
|
7
|
Exit Wealth Advisors
Atlanta,
Georgia
|
US$154萬
|
+US$92.3萬
|
+35,810
|
+148%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
US$153萬
|
–
|
–
|
–
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
US$148萬
|
-US$7.4萬
|
-2,870
|
-5%
|
|
|
10
|
Magnus Financial Group
New York
|
US$113萬
|
-US$98萬
|
-38,018
|
-46%
|
|
|
11
|
Pekin Hardy Strauss
Chicago,
Illinois
|
US$94.3萬
|
+US$9.02萬
|
+3,500
|
+11%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
US$82.8萬
|
–
|
–
|
–
|
|
|
13
|
HB Wealth Management
Atlanta,
Georgia
|
US$81.7萬
|
–
|
–
|
–
|
|
|
14
|
|
US$78.6萬
|
+US$45.7萬
|
+17,711
|
+138%
|
|
|
15
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
US$66.2萬
|
–
|
–
|
–
|
|
|
16
|
Mosley Wealth Management
Anaheim,
California
|
US$63萬
|
+US$63.2萬
|
+24,513
|
新
|
|
|
17
|
SteelPeak Wealth
Woodland Hills,
California
|
US$50.1萬
|
+US$50.3萬
|
+19,504
|
新
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
US$34.3萬
|
–
|
–
|
–
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$27.1萬
|
+US$27.1萬
|
+10,510
|
新
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
US$25萬
|
+US$25.1萬
|
+9,720
|
新
|
|
|
21
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
US$2.1萬
|
+US$335
|
+13
|
+2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-US$64.7萬
|
-25,449
|
已平倉
|
|
