|
1876
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$45.2万
|
+$42.8万
|
+2,160
|
新規
|
|
|
1877
|
Heritage Family Offices
Scottsdale,
Arizona
|
$45.2万
|
+$14.6万
|
+735
|
+52%
|
|
|
1878
|
PCB Capital
East Brunswick,
New Jersey
|
$45.1万
|
+$7,921
|
+40
|
+2%
|
|
|
1879
|
Eurizon SLJ Capital
London,
|
$45万
|
–
|
–
|
–
|
|
|
1880
|
Penserra Capital Management
Orinda,
California
|
$45万
|
+$40.2万
|
+2,030
|
+1,611%
|
|
|
1881
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$45万
|
+$2.97万
|
+150
|
+7%
|
|
|
1882
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$44.9万
|
+$1.8万
|
+91
|
+4%
|
|
|
1883
|
Wilkinson Global Asset Management
New York
|
$44.8万
|
-$1.49万
|
-75
|
-3%
|
|
|
1884
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$44.6万
|
+$2.26万
|
+114
|
+6%
|
|
|
1885
|
Fulcrum Capital
Seattle,
Washington
|
$44.5万
|
-$15.1万
|
-762
|
-26%
|
|
|
1886
|
Osterweis Capital Management
San Francisco,
California
|
$44.5万
|
-$2.97万
|
-150
|
-7%
|
|
|
1887
|
First Business Financial Services
Madison,
Wisconsin
|
$44.4万
|
+$9,901
|
+50
|
+2%
|
|
|
1888
|
Eagle Strategies
New York
|
$44.4万
|
-$1.27万
|
-64
|
-3%
|
|
|
1889
|
Marco Investment Management
Atlanta,
Georgia
|
$44.4万
|
–
|
–
|
–
|
|
|
1890
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$44.4万
|
+$1.49万
|
+75
|
+4%
|
|
|
1891
|
Manske Wealth Management
Houston,
Texas
|
$44.4万
|
–
|
–
|
–
|
|
|
1892
|
Mirador Capital Partners
Pleasanton,
California
|
$44.4万
|
-$1.5万
|
-76
|
-3%
|
|
|
1893
|
Clear Creek Financial Management
Silverdale,
Washington
|
$44.3万
|
+$2,376
|
+12
|
+0.6%
|
|
|
1894
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$44.2万
|
+$6,931
|
+35
|
+2%
|
|
|
1895
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$44.1万
|
+$5.62万
|
+284
|
+16%
|
|
|
1896
|
Oakworth Capital
Birmingham,
Alabama
|
$44万
|
-$16.4万
|
-829
|
-28%
|
|
|
1897
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$44万
|
+$5.11万
|
+258
|
+14%
|
|
|
1898
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$44万
|
-$2.06万
|
-104
|
-5%
|
|
|
1899
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$43.9万
|
+$5.21万
|
+263
|
+14%
|
|
|
1900
|
AA Financial Advisors
Columbus,
Ohio
|
$43.9万
|
-$42.1万
|
-2,126
|
-50%
|
|
