|
1
|
Castleview Partners
Dallas,
Texas
|
US$2539萬
|
+US$4.32萬
|
+1,683
|
+0.2%
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
US$1540萬
|
+US$1026萬
|
+400,000
|
+200%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
US$1162萬
|
+US$264萬
|
+102,914
|
+29%
|
|
|
4
|
United Asset Strategies
Garden City,
New York
|
US$1090萬
|
+US$630萬
|
+245,403
|
+137%
|
|
|
5
|
Auour Investments
Woburn,
Massachusetts
|
US$874萬
|
+US$87萬
|
+33,902
|
+11%
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
US$647萬
|
-US$31.6萬
|
-12,299
|
-5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$619萬
|
-US$20.3萬
|
-7,918
|
-3%
|
|
|
8
|
CWC Advisors
Lake Oswego,
Oregon
|
US$543萬
|
+US$17.5萬
|
+6,823
|
+3%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
US$528萬
|
+US$9.36萬
|
+3,647
|
+2%
|
|
|
10
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
US$453萬
|
+US$23.1萬
|
+9,014
|
+5%
|
|
|
11
|
VisionPoint Advisory Group
Dallas,
Texas
|
US$437萬
|
-US$351萬
|
-136,647
|
-45%
|
|
|
12
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
US$400萬
|
-US$32.9萬
|
-12,805
|
-8%
|
|
|
13
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
US$322萬
|
+US$34.6萬
|
+13,492
|
+12%
|
|
|
14
|
Camarda Financial Advisors
Fleming Island,
Florida
|
US$316萬
|
+US$9.38萬
|
+3,654
|
+3%
|
|
|
15
|
Armis Advisers
Atlanta,
Georgia
|
US$305萬
|
+US$6.23萬
|
+2,426
|
+2%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$262萬
|
+US$23.1萬
|
+9,007
|
+10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
US$253萬
|
+US$9.8萬
|
+3,813
|
+4%
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$253萬
|
-US$65.1萬
|
-25,376
|
-20%
|
|
|
19
|
BlackDiamond Wealth Management
New York
|
US$251萬
|
+US$46萬
|
+17,930
|
+22%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$212萬
|
+US$9.7萬
|
+3,781
|
+5%
|
|
|
21
|
WESPAC Advisors
Orinda,
California
|
US$195萬
|
+US$4.7萬
|
+1,833
|
+2%
|
|
|
22
|
Trust Company of Toledo
Holland,
Ohio
|
US$185萬
|
+US$66.5萬
|
+25,913
|
+56%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
US$154萬
|
+US$6.62萬
|
+2,578
|
+4%
|
|
|
24
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$138萬
|
-US$80.4萬
|
-31,315
|
-37%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
US$128萬
|
+US$82.5萬
|
+32,151
|
+182%
|
|
