|
1851
|
Charles Schwab Trust
Henderson,
Nevada
|
US$572萬
|
+US$341萬
|
+4,697
|
+159%
|
|
|
1852
|
Sonata Capital Group
Seattle,
Washington
|
US$571萬
|
+US$25.8萬
|
+356
|
+5%
|
|
|
1853
|
Financial Gravity Companies
Lakeway,
Texas
|
US$570萬
|
+US$553萬
|
+7,633
|
新
|
|
|
1854
|
Everett Harris & Co
Los Angeles,
California
|
US$570萬
|
–
|
–
|
–
|
|
|
1855
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
US$569萬
|
-US$1,450
|
-2
|
-0%
|
|
|
1856
|
New Age Alpha Advisors
Rye,
New York
|
US$567萬
|
-US$248萬
|
-3,423
|
-31%
|
|
|
1857
|
Wellington Shields & Co
New York
|
US$564萬
|
+US$30.5萬
|
+421
|
+6%
|
|
|
1858
|
Clarendon Private
Boston,
Massachusetts
|
US$563萬
|
+US$33.9萬
|
+467
|
+7%
|
|
|
1859
|
Tompkins Financial
Ithaca,
New York
|
US$562萬
|
-US$2.68萬
|
-37
|
-0.5%
|
|
|
1860
|
Pegasus Asset Management
Montebello,
New York
|
US$561萬
|
+US$2.68萬
|
+37
|
+0.5%
|
|
|
1861
|
Global Endowment Management
Charlotte,
North Carolina
|
US$560萬
|
-US$1620萬
|
-22,341
|
-75%
|
|
|
1862
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
US$559萬
|
+US$31.3萬
|
+432
|
+6%
|
|
|
1863
|
Monument Capital Management
Alexandria,
Virginia
|
US$557萬
|
+US$447萬
|
+6,164
|
+476%
|
|
|
1864
|
Quantum Financial Partners
Overland Park,
Kansas
|
US$555萬
|
+US$539萬
|
+7,431
|
新
|
|
|
1865
|
AtlasMark Financial
Austin,
Texas
|
US$555萬
|
–
|
–
|
–
|
|
|
1866
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
US$555萬
|
+US$4.35萬
|
+60
|
+0.8%
|
|
|
1867
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
US$552萬
|
+US$536萬
|
+7,396
|
新
|
|
|
1868
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
US$552萬
|
-US$1.52萬
|
-21
|
-0.3%
|
|
|
1869
|
ABLE Financial Group
Scottsdale,
Arizona
|
US$550萬
|
-US$2.97萬
|
-41
|
-0.6%
|
|
|
1870
|
PDS Planning
Dublin,
Ohio
|
US$550萬
|
+US$30萬
|
+414
|
+6%
|
|
|
1871
|
ASB Consultores
Aventura,
Florida
|
US$549萬
|
-US$1.67萬
|
-23
|
-0.3%
|
|
|
1872
|
Welch Group
Birmingham,
Alabama
|
US$549萬
|
+US$149萬
|
+2,049
|
+39%
|
|
|
1873
|
Parsons Capital Management
Providence,
Rhode Island
|
US$549萬
|
+US$100萬
|
+1,379
|
+23%
|
|
|
1874
|
Advisor OS
Chicago,
Illinois
|
US$548萬
|
-US$797萬
|
-10,992
|
-60%
|
|
|
1875
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
US$547萬
|
+US$16.8萬
|
+232
|
+3%
|
|
