|
2026
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
US$36.9萬
|
–
|
–
|
–
|
|
|
2027
|
Aspiriant LLC
Los Angeles,
California
|
US$36.9萬
|
-US$2.89萬
|
-159
|
-10%
|
|
|
2028
|
Verdad Advisers
Boston,
Massachusetts
|
US$36.8萬
|
+US$26.2萬
|
+1,442
|
新
|
|
|
2029
|
Physicians Financial Services
Raleigh,
North Carolina
|
US$36.8萬
|
+US$26.2萬
|
+1,442
|
新
|
|
|
2030
|
Wealth Group
Raleigh,
North Carolina
|
US$36.8萬
|
+US$26.2萬
|
+1,442
|
新
|
|
|
2031
|
Phillip James Consulting
Plymouth,
Minnesota
|
US$36.8萬
|
–
|
–
|
–
|
|
|
2032
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
US$36.7萬
|
–
|
–
|
–
|
|
|
2033
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
US$36.7萬
|
+US$26.1萬
|
+1,437
|
新
|
|
|
2034
|
PFG Advisors
Phoenix,
Arizona
|
US$36.6萬
|
-US$1.44萬
|
-79
|
-5%
|
|
|
2035
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
US$36.3萬
|
+US$25.9萬
|
+1,423
|
新
|
|
|
2036
|
Anchyra Partners
Atlanta,
Georgia
|
US$36.3萬
|
+US$25.9萬
|
+1,421
|
新
|
|
|
2037
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
US$36.3萬
|
+US$25.9萬
|
+1,421
|
新
|
|
|
2038
|
Inspire Advisors
Meridian,
Idaho
|
US$36.1萬
|
-US$4.69萬
|
-258
|
-15%
|
|
|
2039
|
Horizon Investment Services
Hammond,
Indiana
|
US$36萬
|
+US$25.7萬
|
+1,410
|
新
|
|
|
2040
|
FAS Wealth Partners
Leawood,
Kansas
|
US$35.9萬
|
+US$25.6萬
|
+1,407
|
新
|
|
|
2041
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
US$35.9萬
|
+US$25.6萬
|
+1,405
|
新
|
|
|
2042
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
US$35.9萬
|
+US$25.5萬
|
+1,404
|
新
|
|
|
2043
|
Beaton Management Company
Haverhill,
Massachusetts
|
US$35.8萬
|
+US$25.5萬
|
+1,400
|
新
|
|
|
2044
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
US$35.8萬
|
+US$25.5萬
|
+1,403
|
新
|
|
|
2045
|
AIMZ Investment Advisors
Los Altos,
California
|
US$35.8萬
|
+US$25.5萬
|
+1,400
|
新
|
|
|
2046
|
Third View Private Wealth
Westport,
Connecticut
|
US$35.6萬
|
+US$25.4萬
|
+1,394
|
新
|
|
|
2047
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
US$35.6萬
|
-US$2.26萬
|
-124
|
-8%
|
|
|
2048
|
Manhattan West Asset Management
Los Angeles,
California
|
US$35.5萬
|
+US$25.3萬
|
+1,389
|
新
|
|
|
2049
|
Astoria Portfolio Advisors
New York
|
US$35.5萬
|
+US$1.84萬
|
+101
|
+8%
|
|
|
2050
|
Richard C. Young & Co
Newport,
Rhode Island
|
US$35.4萬
|
+US$25.2萬
|
+1,387
|
新
|
|
