|
1201
|
Peak Asset Management
Louisville,
Colorado
|
US$59.5萬
|
+US$7,547
|
+132
|
+1%
|
|
|
1202
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
US$59.4萬
|
+US$2.74萬
|
+479
|
+4%
|
|
|
1203
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
US$59.2萬
|
-US$3,431
|
-60
|
-0.5%
|
|
|
1204
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$59萬
|
-US$7萬
|
-1,225
|
-10%
|
|
|
1205
|
Disciplined Investments
Tulsa,
Oklahoma
|
US$58.9萬
|
–
|
–
|
–
|
|
|
1206
|
GLOBALT Investments
Atlanta,
Georgia
|
US$58.6萬
|
-US$4.92萬
|
-861
|
-7%
|
|
|
1207
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$58.3萬
|
-US$32.2萬
|
-5,638
|
-34%
|
|
|
1208
|
Klingman & Associates
New York
|
US$58.3萬
|
+US$6.4萬
|
+1,120
|
+11%
|
|
|
1209
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
US$58.2萬
|
+US$1.19萬
|
+208
|
+2%
|
|
|
1210
|
Strategic Blueprint
Atlanta,
Georgia
|
US$58.2萬
|
+US$14.8萬
|
+2,588
|
+31%
|
|
|
1211
|
Lewis Asset Management
Lafayette,
California
|
US$58.2萬
|
+US$7,261
|
+127
|
+1%
|
|
|
1212
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
US$58.1萬
|
-US$44.3萬
|
-7,753
|
-41%
|
|
|
1213
|
WP Advisors
San Francisco,
California
|
US$58萬
|
-US$33.3萬
|
-5,832
|
-35%
|
|
|
1214
|
Towerpoint Wealth
Sacramento,
California
|
US$57.9萬
|
+US$2.56萬
|
+448
|
+4%
|
|
|
1215
|
Sequent Asset Management
Houston,
Texas
|
US$57.9萬
|
-US$2.36萬
|
-412
|
-4%
|
|
|
1216
|
MBL Wealth
Charlotte,
North Carolina
|
US$57.9萬
|
–
|
–
|
–
|
|
|
1217
|
Essex Financial Services
Essex,
Connecticut
|
US$57.8萬
|
+US$6.82萬
|
+1,193
|
+12%
|
|
|
1218
|
Boston Family Office
Boston,
Massachusetts
|
US$57.7萬
|
+US$36萬
|
+6,300
|
+138%
|
|
|
1219
|
Beam Wealth Advisors
Covington,
Louisiana
|
US$57.5萬
|
-US$2.74萬
|
-479
|
-4%
|
|
|
1220
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
US$57.4萬
|
–
|
–
|
–
|
|
|
1221
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
US$56.9萬
|
-US$3.46萬
|
-606
|
-5%
|
|
|
1222
|
PSI Advisors
Tampa,
Florida
|
US$56.9萬
|
+US$4.57萬
|
+799
|
+8%
|
|
|
1223
|
Weaver Consulting Group
Huntington Beach,
California
|
US$56.9萬
|
-US$5.68萬
|
-994
|
-8%
|
|
|
1224
|
Quartz Partners
Saratoga Springs,
New York
|
US$56.6萬
|
+US$10.3萬
|
+1,793
|
+20%
|
|
|
1225
|
Indivisible Partners
Clearwater,
Florida
|
US$56.6萬
|
+US$60.9萬
|
+10,652
|
新
|
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