|
2026
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
US$45.9萬
|
–
|
–
|
–
|
|
|
2027
|
JB Capital
Wethersfield,
Connecticut
|
US$45.8萬
|
+US$5,777
|
+22
|
+1%
|
|
|
2028
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
US$45.8萬
|
+US$263
|
+1
|
+0.1%
|
|
|
2029
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
US$45.7萬
|
-US$60.3萬
|
-2,298
|
-58%
|
|
|
2030
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$45.7萬
|
+US$6,039
|
+23
|
+1%
|
|
|
2031
|
Global Financial Private Client
Sarasota,
Florida
|
US$45.6萬
|
+US$8,928
|
+34
|
+2%
|
|
|
2032
|
Birch Financial Group
Keene,
New Hampshire
|
US$45.5萬
|
+US$1,050
|
+4
|
+0.2%
|
|
|
2033
|
Lakeridge Wealth Management
Mentor,
Ohio
|
US$45.4萬
|
+US$2,888
|
+11
|
+0.7%
|
|
|
2034
|
Okabena Investment Services
Minneapolis,
Minnesota
|
US$45.3萬
|
–
|
–
|
–
|
|
|
2035
|
Red Mountain Financial
Fort Collins,
Colorado
|
US$45.3萬
|
-US$14.4萬
|
-548
|
-25%
|
|
|
2036
|
Riverwater Partners
Milwaukee,
Wisconsin
|
US$45.2萬
|
+US$6,039
|
+23
|
+1%
|
|
|
2037
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
US$45.1萬
|
+US$9,453
|
+36
|
+2%
|
|
|
2038
|
Covenant Asset Management
Chester,
New Jersey
|
US$45萬
|
–
|
–
|
–
|
|
|
2039
|
NTV Asset Management
Charleston,
West Virginia
|
US$45萬
|
–
|
–
|
–
|
|
|
2040
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
US$45萬
|
+US$525
|
+2
|
+0.1%
|
|
|
2041
|
One Capital Management
Westlake Village,
California
|
US$44.9萬
|
–
|
–
|
–
|
|
|
2042
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$44.9萬
|
+US$7.69萬
|
+293
|
+22%
|
|
|
2043
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
US$44.9萬
|
-US$2.84萬
|
-108
|
-6%
|
|
|
2044
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
US$44.9萬
|
+US$4.88萬
|
+186
|
+13%
|
|
|
2045
|
Nixon Peabody Trust
Boston,
Massachusetts
|
US$44.6萬
|
+US$1.84萬
|
+70
|
+4%
|
|
|
2046
|
Wynn Capital
Augusta,
Georgia
|
US$44.6萬
|
+US$2.84萬
|
+108
|
+7%
|
|
|
2047
|
Marble Wealth
Montgomery,
Alabama
|
US$44.6萬
|
-US$8,665
|
-33
|
-2%
|
|
|
2048
|
James Investment Research
Alpha,
Ohio
|
US$44.4萬
|
-US$1.31萬
|
-50
|
-3%
|
|
|
2049
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
US$44.4萬
|
+US$42.9萬
|
+1,634
|
新
|
|
|
2050
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
US$44.4萬
|
-US$9,978
|
-38
|
-2%
|
|
