|
1876
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
US$86.6萬
|
-US$1.56萬
|
-16
|
-2%
|
|
|
1877
|
Walker Asset Management
Verona,
Missouri
|
US$86.1萬
|
-US$975
|
-1
|
-0.1%
|
|
|
1878
|
Family Management
New York
|
US$86.1萬
|
+US$51.2萬
|
+525
|
+161%
|
|
|
1879
|
Moment Partners
San Francisco,
California
|
US$86萬
|
–
|
–
|
–
|
|
|
1880
|
Leslie Global Wealth
Itasca,
Illinois
|
US$85.9萬
|
–
|
–
|
–
|
|
|
1881
|
GHE LLC
Memphis,
Tennessee
|
US$85.8萬
|
-US$15.1萬
|
-155
|
-15%
|
|
|
1882
|
One Wealth Advisors
San Francisco,
California
|
US$85.2萬
|
–
|
–
|
–
|
|
|
1883
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$85.1萬
|
+US$81.9萬
|
+840
|
新
|
|
|
1884
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$84.9萬
|
-US$975
|
-1
|
-0.1%
|
|
|
1885
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
US$84.8萬
|
+US$5.36萬
|
+55
|
+7%
|
|
|
1886
|
KPP Advisory Services
Louisville,
Kentucky
|
US$84.8萬
|
-US$5.75萬
|
-59
|
-7%
|
|
|
1887
|
Symphony Financial
Houston,
Texas
|
US$84.7萬
|
+US$23.4萬
|
+240
|
+40%
|
|
|
1888
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
US$84.7萬
|
-US$3.02萬
|
-31
|
-4%
|
|
|
1889
|
Sonoma Private Wealth
Sonoma,
California
|
US$84.4萬
|
–
|
–
|
–
|
|
|
1890
|
CRA Financial Services
Northfield,
New Jersey
|
US$84.4萬
|
+US$1.17萬
|
+12
|
+1%
|
|
|
1891
|
Waterloo Capital
Austin,
Texas
|
US$84.3萬
|
+US$3.8萬
|
+39
|
+5%
|
|
|
1892
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
US$84.3萬
|
-US$3.41萬
|
-35
|
-4%
|
|
|
1893
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
US$84.2萬
|
+US$2,925
|
+3
|
+0.4%
|
|
|
1894
|
Bull Harbor Capital
Bethesda,
Maryland
|
US$84.1萬
|
+US$17.2萬
|
+176
|
+27%
|
|
|
1895
|
Stonebrook Private
Northville,
Michigan
|
US$84.1萬
|
+US$2.83萬
|
+29
|
+4%
|
|
|
1896
|
McLean Asset Management
Tysons,
Virginia
|
US$84.1萬
|
-US$9,749
|
-10
|
-1%
|
|
|
1897
|
Searle & Co
Greenwich,
Connecticut
|
US$84.1萬
|
–
|
–
|
–
|
|
|
1898
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
US$83.9萬
|
–
|
–
|
–
|
|
|
1899
|
Grove Bank & Trust
Miami,
Florida
|
US$83.8萬
|
–
|
–
|
–
|
|
|
1900
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
US$83.7萬
|
-US$20.6萬
|
-211
|
-20%
|
|
