|
2026
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
US$409萬
|
+US$144萬
|
+1,979
|
+46%
|
|
|
2027
|
Berman McAleer
Timonium,
Maryland
|
US$408萬
|
-US$3.2萬
|
-44
|
-0.8%
|
|
|
2028
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
US$407萬
|
-US$161萬
|
-2,209
|
-29%
|
|
|
2029
|
Old North State Trust
Greensboro,
North Carolina
|
US$406萬
|
+US$2.11萬
|
+29
|
+0.5%
|
|
|
2030
|
Wealth Care LLC
Merritt Island,
Florida
|
US$406萬
|
+US$728
|
+1
|
+0%
|
|
|
2031
|
Gilpin Wealth Management
Denver,
Colorado
|
US$406萬
|
-US$17.1萬
|
-235
|
-4%
|
|
|
2032
|
Vontobel Holding
Zurich,
Switzerland
|
US$404萬
|
+US$27.9萬
|
+383
|
+8%
|
|
|
2033
|
Invested Advisors
State College,
Pennsylvania
|
US$404萬
|
-US$45.3萬
|
-622
|
-10%
|
|
|
2034
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
US$403萬
|
-US$4.59萬
|
-63
|
-1%
|
|
|
2035
|
Premier Path Wealth Partners
Madison,
New Jersey
|
US$401萬
|
+US$28.5萬
|
+392
|
+8%
|
|
|
2036
|
Edgestream Partners
Princeton,
New Jersey
|
US$400萬
|
+US$25.3萬
|
+347
|
+7%
|
|
|
2037
|
RCS Financial Planning
Annapolis,
Maryland
|
US$400萬
|
+US$62.8萬
|
+862
|
+19%
|
|
|
2038
|
Schnieders Capital Management
Pasadena,
California
|
US$400萬
|
+US$5.1萬
|
+70
|
+1%
|
|
|
2039
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$399萬
|
+US$5.75萬
|
+79
|
+2%
|
|
|
2040
|
REAP Financial Group
Austin,
Texas
|
US$395萬
|
-US$20.1萬
|
-276
|
-5%
|
|
|
2041
|
Goodman Financial
Houston,
Texas
|
US$395萬
|
–
|
–
|
–
|
|
|
2042
|
Liberty Capital Management
Birmingham,
Michigan
|
US$394萬
|
+US$383萬
|
+5,260
|
新
|
|
|
2043
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
US$394萬
|
+US$11.1萬
|
+152
|
+3%
|
|
|
2044
|
Evolve Private Wealth
Los Angeles,
California
|
US$393萬
|
-US$990萬
|
-13,592
|
-72%
|
|
|
2045
|
Upper Left Wealth Management
Tampa,
Florida
|
US$393萬
|
+US$33.7萬
|
+463
|
+10%
|
|
|
2046
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
US$393萬
|
–
|
–
|
–
|
|
|
2047
|
Tolleson Wealth Management
Dallas,
Texas
|
US$392萬
|
–
|
–
|
–
|
|
|
2048
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$392萬
|
–
|
–
|
–
|
|
|
2049
|
Stenger Family Office
Naperville,
Illinois
|
US$391萬
|
-US$9.18萬
|
-126
|
-2%
|
|
|
2050
|
Encompass Wealth Advisors
Portland,
Oregon
|
US$391萬
|
-US$2.84萬
|
-39
|
-0.7%
|
|
