|
1
|
Sendero Wealth Management
San Antonio,
Texas
|
US$2894萬
|
+US$15.7萬
|
+5,910
|
+0.5%
|
|
|
2
|
Curated Wealth Partners
El Segundo,
California
|
US$1417萬
|
-US$406萬
|
-153,115
|
-22%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
US$112萬
|
-US$5.05萬
|
-1,902
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$55.2萬
|
-US$23.5萬
|
-8,848
|
-30%
|
|
|
5
|
Rockefeller Capital Management
New York
|
US$52.1萬
|
–
|
–
|
–
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$41.6萬
|
–
|
–
|
–
|
|
|
7
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
US$35.4萬
|
–
|
–
|
–
|
|
|
8
|
Overbrook Management Corp
New York
|
US$31.8萬
|
–
|
–
|
–
|
|
|
9
|
|
US$30.8萬
|
+US$31.4萬
|
+11,815
|
新
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
US$30.3萬
|
–
|
–
|
–
|
|
|
11
|
Manchester Capital Management
Manchester,
Vermont
|
US$29.8萬
|
-US$21.2萬
|
-7,975
|
-41%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
US$4.2萬
|
-US$41.6萬
|
-15,673
|
-91%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
US$3.64萬
|
-US$6.52萬
|
-2,456
|
-64%
|
|
|
14
|
|
US$3.47萬
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
US$1.08萬
|
–
|
–
|
–
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-US$6,400
|
-274
|
已平倉
|
|
