|
2026
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
US$37萬
|
-US$1.98萬
|
-100
|
-5%
|
|
|
2027
|
Titleist Asset Management
San Antonio,
Texas
|
US$37萬
|
+US$8,515
|
+43
|
+2%
|
|
|
2028
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
US$37萬
|
–
|
–
|
–
|
|
|
2029
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
US$37萬
|
+US$5,941
|
+30
|
+2%
|
|
|
2030
|
180 Wealth Advisors
Federal Way,
Washington
|
US$37萬
|
+US$6.77萬
|
+342
|
+24%
|
|
|
2031
|
HeadInvest LLC
Portland,
Maine
|
US$36.9萬
|
–
|
–
|
–
|
|
|
2032
|
Brown Wealth Management
Naperville,
Illinois
|
US$36.7萬
|
+US$6,337
|
+32
|
+2%
|
|
|
2033
|
Owl Creek Wealth Partners
Denver,
Colorado
|
US$36.5萬
|
+US$4,951
|
+25
|
+1%
|
|
|
2034
|
Krane Funds Advisors
New York
|
US$36.5萬
|
-US$5.86萬
|
-296
|
-15%
|
|
|
2035
|
Capital Performance Advisors
Walnut Creek,
California
|
US$36.4萬
|
-US$21.7萬
|
-1,097
|
-39%
|
|
|
2036
|
Rise Advisors
Rochester,
New York
|
US$36.4萬
|
-US$1,386
|
-7
|
-0.4%
|
|
|
2037
|
BIP Wealth
Atlanta,
Georgia
|
US$36.3萬
|
+US$10萬
|
+503
|
+41%
|
|
|
2038
|
JGP Wealth Management
Bend,
Oregon
|
US$36.3萬
|
-US$8.83萬
|
-446
|
-20%
|
|
|
2039
|
Weatherly Asset Management
Del Mar,
California
|
US$36.2萬
|
–
|
–
|
–
|
|
|
2040
|
Falcon Wealth Planning
Ontario,
California
|
US$36.2萬
|
+US$1.41萬
|
+71
|
+4%
|
|
|
2041
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$36.1萬
|
+US$8.36萬
|
+422
|
+32%
|
|
|
2042
|
Central Bank & Trust
Lexington,
Kentucky
|
US$36.1萬
|
-US$7,921
|
-40
|
-2%
|
|
|
2043
|
Phillips Wealth Planners
Starkville,
Mississippi
|
US$36.1萬
|
-US$1.37萬
|
-69
|
-4%
|
|
|
2044
|
Curated Wealth Partners
El Segundo,
California
|
US$36萬
|
+US$34.1萬
|
+1,724
|
新
|
|
|
2045
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
US$35.9萬
|
+US$4.87萬
|
+246
|
+17%
|
|
|
2046
|
Meramec Financial Planners
Saint Louis,
Missouri
|
US$35.9萬
|
-US$3.25萬
|
-164
|
-9%
|
|
|
2047
|
Promethium Advisors
Bethesda,
Maryland
|
US$35.9萬
|
+US$34萬
|
+1,716
|
新
|
|
|
2048
|
New World Advisors
Hingham,
Massachusetts
|
US$35.9萬
|
+US$4.16萬
|
+210
|
+14%
|
|
|
2049
|
Kennedy Investment Group
West Depford,
New Jersey
|
US$35.8萬
|
+US$2,574
|
+13
|
+0.8%
|
|
|
2050
|
Aries Wealth Management
Portland,
Maine
|
US$35.7萬
|
–
|
–
|
–
|
|
