|
1
|
Cribstone Capital Management
Augusta,
Maine
|
US$106萬
|
–
|
–
|
–
|
|
|
2
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
US$90.7萬
|
–
|
–
|
–
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
US$86萬
|
+US$26.9萬
|
+13,018
|
+47%
|
|
|
4
|
|
US$56.7萬
|
+US$18.6萬
|
+9,000
|
+50%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$47.9萬
|
–
|
–
|
–
|
|
|
6
|
Edge Wealth Management
New York
|
US$45.5萬
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$45.4萬
|
–
|
–
|
–
|
|
|
8
|
YHB Investment Advisors
West Hartford,
Connecticut
|
US$45.4萬
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$37萬
|
-US$25.7萬
|
-12,470
|
-42%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$35.9萬
|
-US$2.06萬
|
-1,000
|
-6%
|
|
|
11
|
Argentus Capital Management
Dallas,
Texas
|
US$34萬
|
-US$5.62萬
|
-2,723
|
-14%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
US$27.5萬
|
–
|
–
|
–
|
|
|
13
|
Avalon Capital Management
Port Of Redwood City,
California
|
US$22.8萬
|
-US$4,129
|
-200
|
-2%
|
|
|
14
|
Montag & Associates
Atlanta,
Georgia
|
US$22.7萬
|
–
|
–
|
–
|
|
|
15
|
North Star Investment Management
Chicago,
Illinois
|
US$22.7萬
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$18.5萬
|
-US$9,807
|
-475
|
-5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
US$8.5萬
|
–
|
–
|
–
|
|
|
18
|
|
US$7.6萬
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
US$1.3萬
|
–
|
–
|
–
|
|
|
20
|
Oppenheimer & Co
New York
|
–
|
-US$100萬
|
-53,684
|
已平倉
|
|
