|
2026
|
Essential Partners
Rancho Santa Fe,
California
|
$13.8万
|
+$1.27万
|
+32
|
+10%
|
|
|
2027
|
Golden State Wealth Management
Santa Ana,
California
|
$13.8万
|
+$1.66万
|
+42
|
+14%
|
|
|
2028
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$13.7万
|
–
|
–
|
–
|
|
|
2029
|
Buck Wealth Strategies
Denver,
Colorado
|
$13.6万
|
+$13.6万
|
+343
|
新規
|
|
|
2030
|
True Wealth Design
Akron,
Ohio
|
$13.6万
|
+$3,958
|
+10
|
+3%
|
|
|
2031
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$13.5万
|
+$396
|
+1
|
+0.3%
|
|
|
2032
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$13.5万
|
-$24.5万
|
-620
|
-65%
|
|
|
2033
|
REAP Financial Group
Austin,
Texas
|
$13.4万
|
+$1.98万
|
+50
|
+17%
|
|
|
2034
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$13.4万
|
+$396
|
+1
|
+0.3%
|
|
|
2035
|
Albion Financial Group
Salt Lake City,
Utah
|
$13.1万
|
+$9.7万
|
+244
|
+280%
|
|
|
2036
|
McMillan Office
St. Clair Shores,
Michigan
|
$12.9万
|
–
|
–
|
–
|
|
|
2037
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$12.7万
|
-$9,104
|
-23
|
-7%
|
|
|
2038
|
North Star Investment Management
Chicago,
Illinois
|
$12.7万
|
-$79.1万
|
-1,999
|
-86%
|
|
|
2039
|
Westfuller Advisors
New York
|
$12.7万
|
+$6.73万
|
+170
|
+114%
|
|
|
2040
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$12.6万
|
+$9,895
|
+25
|
+9%
|
|
|
2041
|
Physician Wealth Advisors
Midvale,
Utah
|
$12.4万
|
+$5,145
|
+13
|
+4%
|
|
|
2042
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$12.2万
|
+$1.42万
|
+36
|
+13%
|
|
|
2043
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$12.1万
|
+$1.5万
|
+38
|
+14%
|
|
|
2044
|
First Community Trust
Dubuque,
Iowa
|
$11.9万
|
–
|
–
|
–
|
|
|
2045
|
Abound Financial
Granite Bay,
California
|
$11.6万
|
-$5,145
|
-13
|
-4%
|
|
|
2046
|
Strategic Wealth Partners
Independence,
Ohio
|
$11.3万
|
-$5.86万
|
-148
|
-34%
|
|
|
2047
|
Bayban
Bayport,
Minnesota
|
$11.3万
|
–
|
–
|
–
|
|
|
2048
|
Napier Financial
Braintree,
Massachusetts
|
$11.2万
|
-$4,750
|
-12
|
-4%
|
|
|
2049
|
Signature Equity Partners
Columbus,
Ohio
|
$11万
|
+$1.5万
|
+38
|
+16%
|
|
|
2050
|
Adapt Investment Managers
Geneva,
Switzerland
|
$10.7万
|
+$10.7万
|
+270
|
新規
|
|
