|
2026
|
Quotient Wealth Partners
Dallas,
Texas
|
3,22 Mio. $
|
+227.300 $
|
+708
|
+8 %
|
|
|
2027
|
Asahi Life Asset Management
Tokyo,
Japan
|
3,22 Mio. $
|
-425.063 $
|
-1.324
|
-12 %
|
|
|
2028
|
Main Street Research
Lakeville,
Connecticut
|
3,21 Mio. $
|
-281.556 $
|
-877
|
-9 %
|
|
|
2029
|
WT Wealth Management
Scottsdale,
Arizona
|
3,21 Mio. $
|
+168.227 $
|
+524
|
+6 %
|
|
|
2030
|
Darwin Wealth Management
Tampa,
Florida
|
3,21 Mio. $
|
+547.060 $
|
+1.704
|
+22 %
|
|
|
2031
|
Global Trust Asset Management
West Palm Beach,
Florida
|
3,2 Mio. $
|
-799.401 $
|
-2.490
|
-21 %
|
|
|
2032
|
DeDora Capital
Napa,
California
|
3,2 Mio. $
|
-963 $
|
-3
|
-0 %
|
|
|
2033
|
Naples Global Advisors
Naples,
Florida
|
3,2 Mio. $
|
+282.519 $
|
+880
|
+10 %
|
|
|
2034
|
Alaethes Wealth
Glenbrook,
Nevada
|
3,18 Mio. $
|
-1.284 $
|
-4
|
-0 %
|
|
|
2035
|
Kennon-Green & Company
New Albany,
Ohio
|
3,18 Mio. $
|
-63.246 $
|
-197
|
-2 %
|
|
|
2036
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
3,17 Mio. $
|
+1,55 Mio. $
|
+4.820
|
+109 %
|
|
|
2037
|
Flavin Financial Services
Melbourne,
Florida
|
3,16 Mio. $
|
+488.630 $
|
+1.522
|
+20 %
|
|
|
2038
|
WealthShield Partners
Cary,
North Carolina
|
3,15 Mio. $
|
+14.768 $
|
+46
|
+0,5 %
|
|
|
2039
|
Fiduciary Family Office
Boca Raton,
Florida
|
3,15 Mio. $
|
-205.790 $
|
-641
|
-7 %
|
|
|
2040
|
Callahan Advisors
Houston,
Texas
|
3,15 Mio. $
|
-7.705 $
|
-24
|
-0,3 %
|
|
|
2041
|
CM Wealth Advisors
Beachwood,
Ohio
|
3,14 Mio. $
|
-153.459 $
|
-478
|
-5 %
|
|
|
2042
|
Beacon Financial Advisory
Cleveland,
Ohio
|
3,14 Mio. $
|
+241.426 $
|
+752
|
+9 %
|
|
|
2043
|
SS&H Financial Advisors
Troy,
Michigan
|
3,14 Mio. $
|
+2,94 Mio. $
|
+9.146
|
Neu
|
|
|
2044
|
United Advisor Group
Cincinnati,
Ohio
|
3,14 Mio. $
|
+285.730 $
|
+890
|
+11 %
|
|
|
2045
|
Partners Capital Investment Group
Boston,
Massachusetts
|
3,14 Mio. $
|
-487.667 $
|
-1.519
|
-14 %
|
|
|
2046
|
Vanguard National Trust
Malvern,
Pennsylvania
|
3,13 Mio. $
|
+291.830 $
|
+909
|
+11 %
|
|
|
2047
|
Lafayette Investments
Ashton,
Maryland
|
3,12 Mio. $
|
+8.347 $
|
+26
|
+0,3 %
|
|
|
2048
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
3,11 Mio. $
|
-47.194 $
|
-147
|
-2 %
|
|
|
2049
|
Harfst & Associates
Sheridan,
Wyoming
|
3,1 Mio. $
|
+27.289 $
|
+85
|
+0,9 %
|
|
|
2050
|
Tranquility Partners
Brentwood,
Tennessee
|
3,1 Mio. $
|
+22.473 $
|
+70
|
+0,8 %
|
|
