|
1
|
|
US$575萬
|
+US$7.86萬
|
+3,247
|
+1%
|
|
|
2
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
US$533萬
|
+US$26.1萬
|
+10,784
|
+5%
|
|
|
3
|
MAI Capital Management
Independence,
Ohio
|
US$346萬
|
-US$67.6萬
|
-27,957
|
-17%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$114萬
|
-US$3.86萬
|
-1,597
|
-3%
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
US$109萬
|
-US$1.28萬
|
-529
|
-1%
|
|
|
6
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
US$61萬
|
-US$13.2萬
|
-5,474
|
-18%
|
|
|
7
|
Napa Wealth Management
Napa,
California
|
US$49.7萬
|
+US$48萬
|
+19,852
|
新
|
|
|
8
|
|
US$44.8萬
|
–
|
–
|
–
|
|
|
9
|
|
US$36.9萬
|
-US$45.3萬
|
-18,731
|
-56%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$29.5萬
|
+US$1,016
|
+42
|
+0.4%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$26.2萬
|
+US$4.45萬
|
+1,839
|
+21%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
US$26.2萬
|
+US$4.45萬
|
+1,839
|
+21%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$22.4萬
|
-US$33.8萬
|
-13,957
|
-61%
|
|
|
14
|
Versant Capital Management
Phoenix,
Arizona
|
US$20.6萬
|
+US$218
|
+9
|
+0.1%
|
|
|
15
|
Caprock Group
Boise,
Idaho
|
US$20萬
|
+US$19.4萬
|
+8,000
|
新
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$20萬
|
–
|
–
|
–
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
US$17.4萬
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
US$16.9萬
|
-US$9.44萬
|
-3,900
|
-37%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
US$7.81萬
|
-US$3.5萬
|
-1,447
|
-32%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
US$6.84萬
|
-US$3.27萬
|
-1,351
|
-33%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
US$3.91萬
|
–
|
–
|
–
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
US$1.59萬
|
–
|
–
|
–
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
US$6,536
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
US$250
|
–
|
–
|
–
|
|
|
25
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-US$210萬
|
-89,372
|
已平倉
|
|
