|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
US$336萬
|
+US$357萬
|
+94,313
|
新
|
|
|
2
|
Natural Investments
Windsor,
California
|
US$114萬
|
+US$8.45萬
|
+2,229
|
+7%
|
|
|
3
|
Cullen/Frost Bankers
San Antonio,
Texas
|
US$96.2萬
|
+US$35萬
|
+9,246
|
+52%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$89.9萬
|
-US$32.4萬
|
-8,553
|
-25%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$61萬
|
-US$48.1萬
|
-12,691
|
-43%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
US$41.3萬
|
–
|
–
|
–
|
|
|
7
|
|
US$36.8萬
|
+US$39.1萬
|
+10,322
|
新
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
US$24.5萬
|
–
|
–
|
–
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
US$20.5萬
|
+US$8,036
|
+212
|
+4%
|
|
|
10
|
Meramec Financial Planners
Saint Louis,
Missouri
|
US$6.25萬
|
+US$417
|
+11
|
+0.6%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
US$6.09萬
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
US$5.55萬
|
+US$4.84萬
|
+1,276
|
+452%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$3.6萬
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
US$2.47萬
|
+US$2.63萬
|
+695
|
新
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$2.25萬
|
–
|
–
|
–
|
|
|
16
|
Lodestone Wealth Management
Spokane,
Washington
|
US$1.02萬
|
–
|
–
|
–
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
US$7,809
|
-US$2.15萬
|
-566
|
-72%
|
|
|
18
|
Rockefeller Capital Management
New York
|
US$5,911
|
–
|
–
|
–
|
|
|
19
|
|
US$2,350
|
–
|
–
|
–
|
|
|
20
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
US$2,350
|
+US$2,502
|
+66
|
新
|
|
|
21
|
|
US$1,628
|
+US$1,099
|
+29
|
+171%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
US$1,602
|
–
|
–
|
–
|
|
|
23
|
Rothschild Investment LLC
Chicago,
Illinois
|
US$534
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
US$31
|
–
|
–
|
–
|
|
|
25
|
Private Wealth Advisors (California)
Fresno,
California
|
–
|
-US$140萬
|
-38,010
|
已平倉
|
|
