|
2026
|
Sargent Investment Group
Bethesda,
Maryland
|
$122万
|
+$1.25万
|
+27
|
+2%
|
|
|
2027
|
Quantum Financial Advisors
El Segundo,
California
|
$122万
|
–
|
–
|
–
|
|
|
2028
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$122万
|
+$40.2万
|
+872
|
+106%
|
|
|
2029
|
Odyssean LLC
Darien,
Connecticut
|
$122万
|
–
|
–
|
–
|
|
|
2030
|
Arrow Financial
Glens Falls,
New York
|
$122万
|
–
|
–
|
–
|
|
|
2031
|
Allred Capital Management
Dallas,
Texas
|
$122万
|
+$3.23万
|
+70
|
+4%
|
|
|
2032
|
Astoria Portfolio Advisors
New York
|
$121万
|
+$20.7万
|
+449
|
+36%
|
|
|
2033
|
First Pacific Financial
Vancouver,
Washington
|
$121万
|
+$36.8万
|
+798
|
+91%
|
|
|
2034
|
TrueMark Investments
Chicago,
Illinois
|
$121万
|
+$77.1万
|
+1,671
|
新規
|
|
|
2035
|
Lyell Wealth Management
Menlo Park,
California
|
$121万
|
-$1.38万
|
-30
|
-2%
|
|
|
2036
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
$121万
|
-$3.51万
|
-76
|
-4%
|
|
|
2037
|
Graetz Wealth
Jenison,
Michigan
|
$120万
|
-$1,384
|
-3
|
-0.2%
|
|
|
2038
|
Simon Quick Advisors
Morristown,
New Jersey
|
$120万
|
-$7.94万
|
-172
|
-9%
|
|
|
2039
|
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
|
$120万
|
-$7,844
|
-17
|
-1%
|
|
|
2040
|
Cannell & Spears
New York
|
$120万
|
+$23万
|
+499
|
+43%
|
|
|
2041
|
Hills Bank & Trust
North Liberty,
Iowa
|
$120万
|
+$9.6万
|
+207
|
+14%
|
|
|
2042
|
Mosaic Financial Group
Chicago,
Illinois
|
$120万
|
+$923
|
+2
|
+0.1%
|
|
|
2043
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$120万
|
+$4.11万
|
+89
|
+6%
|
|
|
2044
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$120万
|
-$11.1万
|
-240
|
-13%
|
|
|
2045
|
Portland Global Advisors
Portland,
Maine
|
$120万
|
–
|
–
|
–
|
|
|
2046
|
NBH Bank
Greenwood Village,
Colorado
|
$119万
|
+$76.2万
|
+1,652
|
新規
|
|
|
2047
|
LRI Investments
Palm Beach Gardens,
Florida
|
$119万
|
-$7.15万
|
-155
|
-9%
|
|
|
2048
|
Formidable Asset Management
Cincinnati,
Ohio
|
$119万
|
-$50.8万
|
-1,100
|
-24%
|
|
|
2049
|
|
$119万
|
–
|
–
|
–
|
|
|
2050
|
Planned Solutions
Folsom,
California
|
$119万
|
+$2.26万
|
+49
|
+3%
|
|
