|
2026
|
Kane Co Wealth Management
Johnston,
Iowa
|
US$30萬
|
–
|
–
|
–
|
|
|
2027
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
US$30萬
|
–
|
–
|
–
|
|
|
2028
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$29.9萬
|
-US$4,585
|
-16
|
-2%
|
|
|
2029
|
Stonebrook Private
Northville,
Michigan
|
US$29.8萬
|
+US$1.83萬
|
+64
|
+7%
|
|
|
2030
|
Clarendon Private
Boston,
Massachusetts
|
US$29.8萬
|
+US$28.1萬
|
+982
|
新
|
|
|
2031
|
Forum Private Client Group
Fishers,
Indiana
|
US$29.7萬
|
-US$3,439
|
-12
|
-1%
|
|
|
2032
|
Lexington Hill Partners
Dallas,
Texas
|
US$29.7萬
|
+US$860
|
+3
|
+0.3%
|
|
|
2033
|
Partnership Wealth Management
Towson,
Maryland
|
US$29.6萬
|
-US$5,445
|
-19
|
-2%
|
|
|
2034
|
Pacific Park Financial
Lagina Hills,
California
|
US$29.5萬
|
+US$27.9萬
|
+972
|
新
|
|
|
2035
|
Crumly & Associates
Springfield,
Illinois
|
US$29.4萬
|
-US$1.58萬
|
-55
|
-5%
|
|
|
2036
|
Hobbs Group Advisors
Columbia,
South Carolina
|
US$29.3萬
|
-US$1,720
|
-6
|
-0.6%
|
|
|
2037
|
CacheTech Inc
Logan,
Utah
|
US$29.2萬
|
–
|
–
|
–
|
|
|
2038
|
Teachers Insurance & Annuity Association of America
New York
|
US$29.2萬
|
+US$5.85萬
|
+204
|
+27%
|
|
|
2039
|
Everstar Asset Management
Mooresville,
North Carolina
|
US$29.1萬
|
–
|
–
|
–
|
|
|
2040
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$29.1萬
|
+US$287
|
+1
|
+0.1%
|
|
|
2041
|
United Community Bank
Greenville,
South Carolina
|
US$29萬
|
–
|
–
|
–
|
|
|
2042
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
US$28.9萬
|
+US$860
|
+3
|
+0.3%
|
|
|
2043
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
US$28.7萬
|
–
|
–
|
–
|
|
|
2044
|
3 Factor Indexing
Sacramento,
California
|
US$28.7萬
|
–
|
–
|
–
|
|
|
2045
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
US$28.6萬
|
–
|
–
|
–
|
|
|
2046
|
Carmel Capital Partners
San Diego,
California
|
US$28.5萬
|
-US$1.29萬
|
-45
|
-5%
|
|
|
2047
|
Hollencrest Capital Management
Newport Beach,
California
|
US$28.5萬
|
-US$5.45萬
|
-190
|
-17%
|
|
|
2048
|
Telos Capital Management
San Diego,
California
|
US$28.5萬
|
+US$26.9萬
|
+940
|
新
|
|
|
2049
|
Novus Advisors
Greenville,
South Carolina
|
US$28.3萬
|
-US$3,152
|
-11
|
-1%
|
|
|
2050
|
RS Crum Inc
Newport Beach,
California
|
US$28.2萬
|
+US$2.18萬
|
+76
|
+9%
|
|
