|
2026
|
Vann Equity Management
Plano,
Texas
|
US$25.3萬
|
+US$24.3萬
|
+1,187
|
新
|
|
|
2027
|
Portside Wealth Group
Provo,
Utah
|
US$25萬
|
+US$6,958
|
+34
|
+3%
|
|
|
2028
|
Accent Capital Management
Centerville,
Ohio
|
US$24.9萬
|
+US$24萬
|
+1,171
|
新
|
|
|
2029
|
CAP Partners LLC
Franklin,
Tennessee
|
US$24.9萬
|
-US$8,800
|
-43
|
-4%
|
|
|
2030
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
US$24.8萬
|
+US$1.17萬
|
+57
|
+5%
|
|
|
2031
|
Arch Global Advisors
New York
|
US$24.8萬
|
–
|
–
|
–
|
|
|
2032
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$24.7萬
|
-US$5,525
|
-27
|
-2%
|
|
|
2033
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
US$24.5萬
|
–
|
–
|
–
|
|
|
2034
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
US$24.5萬
|
+US$23.5萬
|
+1,150
|
新
|
|
|
2035
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
US$24.5萬
|
–
|
–
|
–
|
|
|
2036
|
Matrix Asset Advisors
White Plains,
New York
|
US$24.5萬
|
+US$23.5萬
|
+1,150
|
新
|
|
|
2037
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
US$24.5萬
|
–
|
–
|
–
|
|
|
2038
|
Donor Advised Charitable Giving
San Francisco,
California
|
US$24.4萬
|
+US$1,023
|
+5
|
+0.4%
|
|
|
2039
|
McDonald Capital Investors
Orinda,
California
|
US$24.4萬
|
-US$1.02萬
|
-50
|
-4%
|
|
|
2040
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
US$24.3萬
|
–
|
–
|
–
|
|
|
2041
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
US$24.2萬
|
-US$2.89萬
|
-141
|
-11%
|
|
|
2042
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
US$24.2萬
|
–
|
–
|
–
|
|
|
2043
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
US$24.2萬
|
+US$23.3萬
|
+1,137
|
新
|
|
|
2044
|
Westview Investment Advisors
Burlington,
Vermont
|
US$24萬
|
-US$4.77萬
|
-233
|
-17%
|
|
|
2045
|
Cadia Private Client
Parsippany,
New Jersey
|
US$24萬
|
-US$10.6萬
|
-520
|
-32%
|
|
|
2046
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
US$23.9萬
|
-US$26.5萬
|
-1,294
|
-53%
|
|
|
2047
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
US$23.9萬
|
–
|
–
|
–
|
|
|
2048
|
Trace Wealth Advisors
Los Angeles,
California
|
US$23.8萬
|
–
|
–
|
–
|
|
|
2049
|
Townsend & Associates
Westminster,
Colorado
|
US$23.8萬
|
–
|
–
|
–
|
|
|
2050
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$23.8萬
|
+US$8,186
|
+40
|
+4%
|
|
