|
1801
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
US$59.4萬
|
+US$34.8萬
|
+2,006
|
+157%
|
|
|
1802
|
Becker Capital Management
Portland,
Oregon
|
US$59.3萬
|
+US$3.38萬
|
+195
|
+6%
|
|
|
1803
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$59.3萬
|
-US$30.4萬
|
-1,751
|
-35%
|
|
|
1804
|
Sweeney & Michel
Chico,
California
|
US$59.2萬
|
+US$2,601
|
+15
|
+0.5%
|
|
|
1805
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$59.1萬
|
-US$3,989
|
-23
|
-0.7%
|
|
|
1806
|
Hilltop National Bank
Casper,
Wyoming
|
US$58.9萬
|
+US$9.9萬
|
+573
|
+21%
|
|
|
1807
|
Okabena Investment Services
Minneapolis,
Minnesota
|
US$58.9萬
|
–
|
–
|
–
|
|
|
1808
|
Biltmore Family Office
Charlotte,
North Carolina
|
US$58.7萬
|
-US$1.42萬
|
-82
|
-2%
|
|
|
1809
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
US$58.7萬
|
-US$2,255
|
-13
|
-0.4%
|
|
|
1810
|
Genesis Private Wealth
Ashburn,
Virginia
|
US$58.6萬
|
+US$6.19萬
|
+357
|
+12%
|
|
|
1811
|
Payne Capital Management
New York
|
US$58.5萬
|
–
|
–
|
–
|
|
|
1812
|
Marble Wealth
Montgomery,
Alabama
|
US$58.4萬
|
+US$6,937
|
+40
|
+1%
|
|
|
1813
|
Oxford Financial Group
Carmel,
Indiana
|
US$58.4萬
|
–
|
–
|
–
|
|
|
1814
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
US$58.4萬
|
-US$1.68萬
|
-97
|
-3%
|
|
|
1815
|
Landmark Wealth Management (New York)
Melville,
New York
|
US$58.2萬
|
–
|
–
|
–
|
|
|
1816
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
US$58.1萬
|
-US$2.15萬
|
-124
|
-4%
|
|
|
1817
|
Silvant Capital Management
Atlanta,
Georgia
|
US$58.1萬
|
–
|
–
|
–
|
|
|
1818
|
Anchyra Partners
Atlanta,
Georgia
|
US$58.1萬
|
+US$5.84萬
|
+337
|
+12%
|
|
|
1819
|
Goldstein Advisors
Madison,
Wisconsin
|
US$58萬
|
+US$7.32萬
|
+422
|
+15%
|
|
|
1820
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
US$58萬
|
-US$2.17萬
|
-125
|
-4%
|
|
|
1821
|
West Paces Advisors
Atlanta,
Georgia
|
US$57.9萬
|
+US$5.84萬
|
+337
|
+12%
|
|
|
1822
|
Wallace Advisory Group
Lafayette,
California
|
US$57.9萬
|
-US$14萬
|
-806
|
-20%
|
|
|
1823
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
US$57.8萬
|
+US$8.88萬
|
+512
|
+19%
|
|
|
1824
|
Sterling Investment Counsel
Buffalo,
New York
|
US$57.7萬
|
-US$2,255
|
-13
|
-0.4%
|
|
|
1825
|
Optivise Advisory Services
Franklin,
Tennessee
|
US$57.6萬
|
+US$8.26萬
|
+476
|
+18%
|
|
