|
2026
|
3Chopt Investment Partners
Richmond,
Virginia
|
US$39.2萬
|
+US$8.57萬
|
+628
|
+23%
|
|
|
2027
|
Terril Brothers
St. Louis,
Missouri
|
US$39.2萬
|
–
|
–
|
–
|
|
|
2028
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
US$39.2萬
|
-US$283萬
|
-20,733
|
-86%
|
|
|
2029
|
Cascade Investment Group
Colorado Springs,
Colorado
|
US$39.1萬
|
–
|
–
|
–
|
|
|
2030
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
US$39.1萬
|
+US$4.05萬
|
+297
|
+10%
|
|
|
2031
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
US$39萬
|
–
|
–
|
–
|
|
|
2032
|
Canal Capital Management
Richmond,
Virginia
|
US$39萬
|
-US$14.3萬
|
-1,050
|
-24%
|
|
|
2033
|
BostonPremier Wealth
Hanover,
Massachusetts
|
US$39萬
|
+US$5.73萬
|
+420
|
+14%
|
|
|
2034
|
Chemistry Wealth Management
New York
|
US$38.9萬
|
–
|
–
|
–
|
|
|
2035
|
Everest Financial Group
Minneapolis,
Minnesota
|
US$38.7萬
|
+US$22.5萬
|
+1,651
|
+99%
|
|
|
2036
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
US$38.6萬
|
+US$45.2萬
|
+3,310
|
新
|
|
|
2037
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
US$38.6萬
|
+US$9,549
|
+70
|
+2%
|
|
|
2038
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
US$38.5萬
|
-US$8.25萬
|
-605
|
-15%
|
|
|
2039
|
Cross Staff Investments
Pittsford,
New York
|
US$38.5萬
|
–
|
–
|
–
|
|
|
2040
|
Gerald Baker Financial Group
Arlington,
Texas
|
US$38.4萬
|
+US$8,867
|
+65
|
+2%
|
|
|
2041
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$38.4萬
|
-US$6,275
|
-46
|
-1%
|
|
|
2042
|
FAI Advisors
Farmington Hills,
Michigan
|
US$38.4萬
|
+US$1.39萬
|
+102
|
+3%
|
|
|
2043
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
US$38.2萬
|
-US$1,910
|
-14
|
-0.4%
|
|
|
2044
|
Novem Group
Rochester,
New York
|
US$38.2萬
|
+US$4.9萬
|
+359
|
+12%
|
|
|
2045
|
PFC Capital Group
Los Angeles,
California
|
US$38.1萬
|
+US$6,821
|
+50
|
+2%
|
|
|
2046
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
US$38.1萬
|
+US$44.5萬
|
+3,263
|
新
|
|
|
2047
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$38萬
|
+US$8,458
|
+62
|
+2%
|
|
|
2048
|
Outfitter Financial
Brunswick,
Maine
|
US$37.9萬
|
+US$6,821
|
+50
|
+2%
|
|
|
2049
|
Southeast Asset Advisors
Thomasville,
Georgia
|
US$37.9萬
|
+US$4.08萬
|
+299
|
+10%
|
|
|
2050
|
Petros Family Wealth
Bloomington,
Minnesota
|
US$37.8萬
|
+US$9,276
|
+68
|
+2%
|
|
