|
1876
|
Bearing Point Capital
Bloomington,
Minnesota
|
US$518萬
|
+US$1.38萬
|
+19
|
+0.3%
|
|
|
1877
|
First American Trust
Santa Ana,
California
|
US$517萬
|
+US$16.7萬
|
+229
|
+3%
|
|
|
1878
|
Advisor OS
Chicago,
Illinois
|
US$517萬
|
-US$104萬
|
-1,427
|
-17%
|
|
|
1879
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
US$517萬
|
-US$19.9萬
|
-273
|
-4%
|
|
|
1880
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
US$516萬
|
-US$1.31萬
|
-18
|
-0.3%
|
|
|
1881
|
West Paces Advisors
Atlanta,
Georgia
|
US$514萬
|
-US$24.4萬
|
-335
|
-5%
|
|
|
1882
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
US$514萬
|
-US$10.3萬
|
-142
|
-2%
|
|
|
1883
|
Northeast Investment Management
Boston,
Massachusetts
|
US$511萬
|
–
|
–
|
–
|
|
|
1884
|
Portside Wealth Group
Provo,
Utah
|
US$511萬
|
+US$34.3萬
|
+471
|
+7%
|
|
|
1885
|
TFO Wealth Partners
Maumee,
Ohio
|
US$510萬
|
-US$24.5萬
|
-337
|
-5%
|
|
|
1886
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
US$509萬
|
+US$8.96萬
|
+123
|
+2%
|
|
|
1887
|
Sonata Capital Group
Seattle,
Washington
|
US$509萬
|
+US$6.99萬
|
+96
|
+1%
|
|
|
1888
|
Univest Financial
Souderton,
Pennsylvania
|
US$507萬
|
+US$205萬
|
+2,809
|
+71%
|
|
|
1889
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
US$506萬
|
-US$6.63萬
|
-91
|
-1%
|
|
|
1890
|
Weaver Consulting Group
Huntington Beach,
California
|
US$505萬
|
-US$15.3萬
|
-210
|
-3%
|
|
|
1891
|
Cromwell Holdings
Jackson,
Wyoming
|
US$505萬
|
+US$491萬
|
+6,740
|
新
|
|
|
1892
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
US$504萬
|
–
|
–
|
–
|
|
|
1893
|
BOS Asset Management
Springfield,
Illinois
|
US$503萬
|
+US$1.38萬
|
+19
|
+0.3%
|
|
|
1894
|
O'Connor Financial Group
Quincy,
Illinois
|
US$502萬
|
-US$12.4萬
|
-170
|
-2%
|
|
|
1895
|
WNY Asset Management
Williamsville,
New York
|
US$501萬
|
+US$3.35萬
|
+46
|
+0.7%
|
|
|
1896
|
Howard Wealth Management
Madison,
Connecticut
|
US$500萬
|
-US$10.3萬
|
-141
|
-2%
|
|
|
1897
|
Corsicana & Co
Corsicana,
Texas
|
US$499萬
|
+US$16.7萬
|
+230
|
+4%
|
|
|
1898
|
Oakwell Private Wealth Management
Austin,
Texas
|
US$498萬
|
–
|
–
|
–
|
|
|
1899
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
US$498萬
|
+US$57萬
|
+783
|
+13%
|
|
|
1900
|
Insight Advisors
Newtown,
Pennsylvania
|
US$497萬
|
+US$6.7萬
|
+92
|
+1%
|
|
