|
1901
|
Cavalry Management Group
San Francisco,
California
|
US$4579萬
|
-US$1052萬
|
1
|
5.2%
|
減碼
|
|
|
1902
|
Cubic Asset Management
Boston,
Massachusetts
|
US$4574萬
|
-US$13.7萬
|
6
|
10.36%
|
減碼
|
|
|
1903
|
GM Advisory Group
Melville,
New York
|
US$4569萬
|
-US$193萬
|
8
|
4.07%
|
減碼
|
|
|
1904
|
West Branch Capital
Amherst,
Massachusetts
|
US$4569萬
|
+US$93.4萬
|
15
|
19.45%
|
增持
|
|
|
1905
|
Riverstone Advisors
New Braunfels,
Texas
|
US$4568萬
|
+US$591萬
|
4
|
20.11%
|
增持
|
|
|
1906
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$4561萬
|
+US$255萬
|
5
|
3.42%
|
增持
|
|
|
1907
|
Cota Capital Management
San Francisco,
California
|
US$4560萬
|
+US$730萬
|
1
|
7.81%
|
增持
|
|
|
1908
|
Bremer Bank National Association
St Paul,
Minnesota
|
US$4557萬
|
-US$661萬
|
7
|
7.54%
|
減碼
|
|
|
1909
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
US$4550萬
|
+US$125萬
|
9
|
4.94%
|
增持
|
|
|
1910
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
US$4548萬
|
+US$414萬
|
5
|
6.19%
|
增持
|
|
|
1911
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
US$4545萬
|
-US$275萬
|
7
|
3.89%
|
減碼
|
|
|
1912
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
US$4541萬
|
-US$3.06萬
|
14
|
9.31%
|
減碼
|
|
|
1913
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
US$4536萬
|
+US$198萬
|
9
|
9.51%
|
增持
|
|
|
1914
|
Institute for Wealth Management
Denver,
Colorado
|
US$4528萬
|
+US$180萬
|
11
|
7.38%
|
增持
|
|
|
1915
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
US$4528萬
|
-US$47.8萬
|
7
|
16.29%
|
減碼
|
|
|
1916
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
US$4520萬
|
-US$68.2萬
|
6
|
9.32%
|
減碼
|
|
|
1917
|
Advisor Resource Council
Dallas,
Texas
|
US$4516萬
|
+US$3308萬
|
8
|
3.51%
|
增持
|
|
|
1918
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$4504萬
|
-US$60.1萬
|
7
|
11.84%
|
減碼
|
|
|
1919
|
Minot Wealth Management
Westwood,
Massachusetts
|
US$4500萬
|
-US$25.1萬
|
8
|
8.67%
|
減碼
|
|
|
1920
|
Harbor Capital Advisors
Chicago,
Illinois
|
US$4486萬
|
+US$4613萬
|
7
|
16.33%
|
新
|
|
|
1921
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$4484萬
|
+US$1130萬
|
8
|
2.79%
|
增持
|
|
|
1922
|
Crescent Park Management
East Palo Alto,
California
|
US$4482萬
|
-US$650萬
|
2
|
7.3%
|
減碼
|
|
|
1923
|
|
US$4468萬
|
-US$149萬
|
11
|
3.4%
|
減碼
|
|
|
1924
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
US$4464萬
|
-US$2.84萬
|
3
|
23.79%
|
減碼
|
|
|
1925
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$4462萬
|
+US$123萬
|
26
|
2.75%
|
增持
|
|