|
2026
|
WNY Asset Management
Williamsville,
New York
|
US$83.2萬
|
+US$5.1萬
|
+278
|
+7%
|
|
|
2027
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
US$82.9萬
|
–
|
–
|
–
|
|
|
2028
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
US$82.9萬
|
-US$1.43萬
|
-78
|
-2%
|
|
|
2029
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
US$82.7萬
|
-US$7.24萬
|
-395
|
-8%
|
|
|
2030
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
US$82.6萬
|
-US$9.24萬
|
-504
|
-10%
|
|
|
2031
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
US$82.4萬
|
-US$31.5萬
|
-1,719
|
-28%
|
|
|
2032
|
Kestra Investment Management
Austin,
Texas
|
US$82.3萬
|
-US$4.6萬
|
-251
|
-5%
|
|
|
2033
|
Strategic Advisors
New York
|
US$82.3萬
|
+US$4.84萬
|
+264
|
+6%
|
|
|
2034
|
Cache Advisors
San Francisco,
California
|
US$82.2萬
|
–
|
–
|
–
|
|
|
2035
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
US$82.1萬
|
-US$7,703
|
-42
|
-1%
|
|
|
2036
|
Wealth Management Partners
Tucson,
Arizona
|
US$82萬
|
+US$6.88萬
|
+375
|
+9%
|
|
|
2037
|
TOP Private Wealth
Glastonbury,
Connecticut
|
US$81.6萬
|
+US$78.9萬
|
+4,302
|
新
|
|
|
2038
|
Summit Global Investments
Bountiful,
Utah
|
US$81.6萬
|
-US$33.2萬
|
-1,808
|
-30%
|
|
|
2039
|
Everest Financial Group
Minneapolis,
Minnesota
|
US$81.5萬
|
+US$78.8萬
|
+4,296
|
新
|
|
|
2040
|
Members Trust
Tampa,
Florida
|
US$81.5萬
|
+US$4.14萬
|
+226
|
+6%
|
|
|
2041
|
Addison Capital
Conshohocken,
Pennsylvania
|
US$81.5萬
|
–
|
–
|
–
|
|
|
2042
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
US$81.2萬
|
–
|
–
|
–
|
|
|
2043
|
Diversified Enterprises
Wilmington,
Delaware
|
US$81.2萬
|
+US$9,903
|
+54
|
+1%
|
|
|
2044
|
Allen Capital Group
Grand Island,
Nebraska
|
US$81萬
|
-US$3.78萬
|
-206
|
-5%
|
|
|
2045
|
AA Financial Advisors
Columbus,
Ohio
|
US$80.9萬
|
-US$3.94萬
|
-215
|
-5%
|
|
|
2046
|
SkyOak Wealth
Southfield,
Michigan
|
US$80.9萬
|
–
|
–
|
–
|
|
|
2047
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
US$80.8萬
|
–
|
–
|
–
|
|
|
2048
|
Sharp Financial Services
Horsham,
Pennsylvania
|
US$80.6萬
|
+US$10.5萬
|
+575
|
+16%
|
|
|
2049
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$80.6萬
|
+US$37.9萬
|
+2,067
|
+95%
|
|
|
2050
|
Private Client Services
Louisville,
Kentucky
|
US$80.5萬
|
-US$1.49萬
|
-81
|
-2%
|
|
