|
2901
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
US$11萬
|
–
|
–
|
–
|
|
|
2902
|
Grove Bank & Trust
Miami,
Florida
|
US$11萬
|
-US$2.91萬
|
-621
|
-19%
|
|
|
2903
|
AXS Investments
Port Chester,
New York
|
US$11萬
|
+US$5.34萬
|
+1,139
|
+79%
|
|
|
2904
|
Mosley Wealth Management
Anaheim,
California
|
US$10.5萬
|
-US$52.6萬
|
-11,211
|
-82%
|
|
|
2905
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
US$10.4萬
|
–
|
–
|
–
|
|
|
2906
|
TFC Financial Management
Boston,
Massachusetts
|
US$10.2萬
|
+US$3.82萬
|
+814
|
+51%
|
|
|
2907
|
Evolution Wealth Management
Fort Myers,
Florida
|
US$10萬
|
+US$2.13萬
|
+455
|
+24%
|
|
|
2908
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$9.7萬
|
+US$5,723
|
+122
|
+6%
|
|
|
2909
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$9.7萬
|
+US$10.7萬
|
+2,289
|
新
|
|
|
2910
|
Riverview Trust Company
Vancouver,
Washington
|
US$9.7萬
|
–
|
–
|
–
|
|
|
2911
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
US$9.7萬
|
+US$1,032
|
+22
|
+1%
|
|
|
2912
|
Tower Trust & Investment Company
Davenport,
Iowa
|
US$9.6萬
|
–
|
–
|
–
|
|
|
2913
|
WealthCollab
Bellevue,
Washington
|
US$9.6萬
|
+US$4,691
|
+100
|
+5%
|
|
|
2914
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$9.5萬
|
+US$10.6萬
|
+2,252
|
新
|
|
|
2915
|
Proffitt & Goodson
Knoxville,
Tennessee
|
US$9.37萬
|
–
|
–
|
–
|
|
|
2916
|
Reyes Financial Architecture
San Diego,
California
|
US$9.35萬
|
-US$5.47萬
|
-1,165
|
-35%
|
|
|
2917
|
Abound Wealth Management
Franklin,
Tennessee
|
US$9.3萬
|
-US$3.6萬
|
-768
|
-26%
|
|
|
2918
|
James T. Borello RIA
East Dundee,
Illinois
|
US$9.29萬
|
+US$7,928
|
+169
|
+8%
|
|
|
2919
|
Peterson Wealth Management
Sparks,
Nevada
|
US$9.28萬
|
+US$5.09萬
|
+1,085
|
+98%
|
|
|
2920
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$9.26萬
|
-US$7,881
|
-168
|
-7%
|
|
|
2921
|
|
US$9.15萬
|
-US$94
|
-2
|
-0.1%
|
|
|
2922
|
Westside Investment Management
Santa Monica,
California
|
US$9.09萬
|
+US$4,691
|
+100
|
+5%
|
|
|
2923
|
Harbor Asset Planning
Belmont,
Massachusetts
|
US$9.05萬
|
–
|
–
|
–
|
|
|
2924
|
Avalon Trust
Santa Fe,
New Mexico
|
US$8.72萬
|
-US$2.86萬
|
-610
|
-23%
|
|
|
2925
|
TrustBank
Olney,
Illinois
|
US$8.71萬
|
-US$7.18萬
|
-1,531
|
-43%
|
|
