|
1
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
US$88.7萬
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$46.8萬
|
–
|
–
|
–
|
|
|
3
|
Edge Wealth Management
New York
|
US$44.8萬
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$44.3萬
|
–
|
–
|
–
|
|
|
5
|
YHB Investment Advisors
West Hartford,
Connecticut
|
US$44.3萬
|
–
|
–
|
–
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$31萬
|
-US$4.13萬
|
-1,974
|
-12%
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
US$26.9萬
|
+US$27.3萬
|
+13,038
|
新
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$25.2萬
|
-US$3.35萬
|
-1,600
|
-12%
|
|
|
9
|
Montag & Associates
Atlanta,
Georgia
|
US$22.2萬
|
–
|
–
|
–
|
|
|
10
|
North Star Investment Management
Chicago,
Illinois
|
US$22.2萬
|
–
|
–
|
–
|
|
|
11
|
Avalon Capital Management
Port Of Redwood City,
California
|
US$21.7萬
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$17.2萬
|
–
|
–
|
–
|
|
|
13
|
Ferris Capital
Marlborough,
Massachusetts
|
US$13.4萬
|
+US$13.6萬
|
+6,474
|
新
|
|
|
14
|
|
US$8.3萬
|
-US$10萬
|
-4,786
|
-54%
|
|
|
15
|
Cribstone Capital Management
Augusta,
Maine
|
US$5.6萬
|
-US$105萬
|
-50,178
|
-95%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
US$2.1萬
|
-US$2.09萬
|
-1,000
|
-50%
|
|
|
17
|
Bluefin Capital Management
New York
|
–
|
-US$30萬
|
-14,658
|
已平倉
|
|
