|
1901
|
Orion Capital Management
Coronado,
California
|
US$18.2萬
|
–
|
–
|
–
|
|
|
1902
|
Nine Masts Capital
Central,
Hong Kong
|
US$18.1萬
|
+US$18.1萬
|
+1,826
|
新
|
|
|
1903
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
US$18.1萬
|
+US$4.22萬
|
+426
|
+30%
|
|
|
1904
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
US$17.8萬
|
+US$17.7萬
|
+1,790
|
新
|
|
|
1905
|
IFG Advisory
Atlanta,
Georgia
|
US$17.2萬
|
+US$17.1萬
|
+1,728
|
新
|
|
|
1906
|
Westfuller Advisors
New York
|
US$17.1萬
|
-US$2,376
|
-24
|
-1%
|
|
|
1907
|
Cheviot Value Management
Beverly Hills,
California
|
US$17.1萬
|
+US$12.3萬
|
+1,245
|
+262%
|
|
|
1908
|
Buck Wealth Strategies
Denver,
Colorado
|
US$16.8萬
|
+US$16.7萬
|
+1,691
|
新
|
|
|
1909
|
Toth Financial Advisory
Leesburg,
Virginia
|
US$16.7萬
|
-US$1.58萬
|
-160
|
-9%
|
|
|
1910
|
United Community Bank
Greenville,
South Carolina
|
US$16萬
|
-US$11.5萬
|
-1,160
|
-42%
|
|
|
1911
|
Covestor
London,
United Kingdom
|
US$14.7萬
|
+US$3.51萬
|
+355
|
+31%
|
|
|
1912
|
J. Safra Asset Management
New York
|
US$14.7萬
|
-US$1.63萬
|
-165
|
-10%
|
|
|
1913
|
Harbor Investment Advisory
Lutherville,
Maryland
|
US$14.3萬
|
+US$9萬
|
+909
|
+170%
|
|
|
1914
|
CoreCap Advisors
Southfield,
Michigan
|
US$14.3萬
|
+US$3.82萬
|
+386
|
+37%
|
|
|
1915
|
Avalon Trust
Santa Fe,
New Mexico
|
US$14.2萬
|
–
|
–
|
–
|
|
|
1916
|
|
US$14.1萬
|
-US$12.7萬
|
-1,284
|
-48%
|
|
|
1917
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$13.4萬
|
-US$8.49萬
|
-857
|
-39%
|
|
|
1918
|
Manchester Capital Management
Manchester,
Vermont
|
US$13.4萬
|
+US$6,040
|
+61
|
+5%
|
|
|
1919
|
WealthCollab
Bellevue,
Washington
|
US$13.3萬
|
+US$1.98萬
|
+200
|
+18%
|
|
|
1920
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
US$13.1萬
|
-US$9,901
|
-100
|
-7%
|
|
|
1921
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$13萬
|
+US$2,277
|
+23
|
+2%
|
|
|
1922
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$12.9萬
|
-US$87.8萬
|
-8,865
|
-87%
|
|
|
1923
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
US$12.9萬
|
-US$9.29萬
|
-938
|
-42%
|
|
|
1924
|
Cardiff Park Advisors
Carlsbad,
California
|
US$12.8萬
|
+US$12.8萬
|
+1,293
|
新
|
|
|
1925
|
Ankerstar Wealth
Leander,
Texas
|
US$12.7萬
|
-US$4.65萬
|
-470
|
-27%
|
|
