|
1
|
HM Payson & Co
Portland,
Maine
|
US$5414萬
|
+US$548萬
|
+217,629
|
+11%
|
|
|
2
|
Gilbert Capital Group
North Yarmouth,
Maine
|
US$430萬
|
+US$430萬
|
+170,750
|
新
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
US$327萬
|
+US$10萬
|
+3,986
|
+3%
|
|
|
4
|
CGN Advisors
Manhattan,
Kansas
|
US$299萬
|
+US$6.2萬
|
+2,463
|
+2%
|
|
|
5
|
SteelPeak Wealth
Woodland Hills,
California
|
US$116萬
|
+US$80.9萬
|
+32,117
|
+228%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$103萬
|
+US$1.11萬
|
+441
|
+1%
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
US$63.2萬
|
+US$13.7萬
|
+5,457
|
+28%
|
|
|
8
|
International Assets Investment Management
Orlando,
Florida
|
US$17.8萬
|
–
|
–
|
–
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$12.5萬
|
-US$1.59萬
|
-631
|
-11%
|
|
|
10
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$8.86萬
|
+US$8.86萬
|
+3,518
|
新
|
|
|
11
|
|
US$2.25萬
|
–
|
–
|
–
|
|
|
12
|
Clearstead Trust
Portland,
Maine
|
US$1.93萬
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-US$338萬
|
-133,707
|
已平倉
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-US$27.9萬
|
-11,046
|
已平倉
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-US$13.7萬
|
-5,427
|
已平倉
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-US$4.78萬
|
-1,893
|
已平倉
|
|
