|
1876
|
KCM Investment Advisors
Greenbrae,
California
|
US$31.7萬
|
-US$3.19萬
|
-435
|
-9%
|
|
|
1877
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
US$31.6萬
|
-US$15.2萬
|
-2,069
|
-32%
|
|
|
1878
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$31.5萬
|
+US$32.1萬
|
+4,372
|
新
|
|
|
1879
|
Eastern Bank
Boston,
Massachusetts
|
US$31.4萬
|
-US$24.4萬
|
-3,329
|
-43%
|
|
|
1880
|
Aureus Asset Management
Boston,
Massachusetts
|
US$31.4萬
|
–
|
–
|
–
|
|
|
1881
|
Roberts Wealth Advisors
Palo Alto,
California
|
US$31.3萬
|
–
|
–
|
–
|
|
|
1882
|
Nine Masts Capital
Central,
Hong Kong
|
US$31.2萬
|
+US$30.7萬
|
+4,186
|
+2,969%
|
|
|
1883
|
Rossby Financial
Melbourne,
Florida
|
US$31.2萬
|
-US$2,053
|
-28
|
-0.6%
|
|
|
1884
|
Strata Wealth Advisors
Dallas,
Texas
|
US$31.2萬
|
+US$5,133
|
+70
|
+2%
|
|
|
1885
|
Cannell & Spears
New York
|
US$30.9萬
|
-US$91.8萬
|
-12,513
|
-75%
|
|
|
1886
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
US$30.6萬
|
+US$4,180
|
+57
|
+1%
|
|
|
1887
|
Sanders Morris Harris
Houston,
Texas
|
US$30.5萬
|
–
|
–
|
–
|
|
|
1888
|
Wedge Capital Management
Charlotte,
North Carolina
|
US$30.3萬
|
-US$1.9萬
|
-259
|
-6%
|
|
|
1889
|
Pitti Group Wealth Management
Victor,
New York
|
US$30.3萬
|
+US$1.82萬
|
+248
|
+6%
|
|
|
1890
|
Elkhorn Partners
Omaha,
Nebraska
|
US$30.3萬
|
+US$11.7萬
|
+1,600
|
+62%
|
|
|
1891
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
US$30.2萬
|
+US$3.12萬
|
+425
|
+11%
|
|
|
1892
|
|
US$30.1萬
|
+US$30.6萬
|
+4,172
|
新
|
|
|
1893
|
TBH Global Asset Management
Brentwood,
Tennessee
|
US$30萬
|
–
|
–
|
–
|
|
|
1894
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
US$29.9萬
|
-US$3,446
|
-47
|
-1%
|
|
|
1895
|
Great Lakes Advisors
Chicago,
Illinois
|
US$29.8萬
|
-US$29.3萬
|
-3,999
|
-49%
|
|
|
1896
|
Strait & Sound Wealth Management
San Francisco,
California
|
US$29.8萬
|
-US$1.95萬
|
-266
|
-6%
|
|
|
1897
|
BTG Pactual Asset Management US
New York
|
US$29.7萬
|
-US$44萬
|
-6,000
|
-59%
|
|
|
1898
|
Brookwood Investment Group
Phoenix,
Arizona
|
US$29.7萬
|
+US$30.2萬
|
+4,114
|
新
|
|
|
1899
|
Estate Planners Group
Yardley,
Pennsylvania
|
US$29.6萬
|
-US$21.9萬
|
-2,992
|
-42%
|
|
|
1900
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
US$29.6萬
|
+US$1,467
|
+20
|
+0.5%
|
|
