|
2026
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$30.5万
|
-$3.25万
|
-250
|
-10%
|
|
|
2027
|
South Street Advisors
New York
|
$30.5万
|
+$3,905
|
+30
|
+1%
|
|
|
2028
|
Trilogy Capital
Irvine,
California
|
$30.5万
|
-$1,172
|
-9
|
-0.4%
|
|
|
2029
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$30.5万
|
-$3.14万
|
-241
|
-10%
|
|
|
2030
|
Zhang Financial
Portage,
Michigan
|
$30.4万
|
+$28.3万
|
+2,172
|
新規
|
|
|
2031
|
Kerr Financial Planning
Fresno,
California
|
$30.3万
|
+$911
|
+7
|
+0.3%
|
|
|
2032
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$30.3万
|
+$391
|
+3
|
+0.1%
|
|
|
2033
|
Fermata Advisors
Sonoma,
California
|
$30.3万
|
+$28.2万
|
+2,167
|
新規
|
|
|
2034
|
Crown Wealth Group
Charlotte,
North Carolina
|
$30.3万
|
+$130
|
+1
|
+0%
|
|
|
2035
|
Wedgewood Investors
Erie,
Pennsylvania
|
$30.3万
|
–
|
–
|
–
|
|
|
2036
|
Wilkinson Global Asset Management
New York
|
$30.3万
|
–
|
–
|
–
|
|
|
2037
|
Golden State Wealth Management
Santa Ana,
California
|
$30.3万
|
+$9,373
|
+72
|
+3%
|
|
|
2038
|
Y.D. More Investments
Ramat Gan,
Israel
|
$30.1万
|
+$1.42万
|
+109
|
+5%
|
|
|
2039
|
5T Wealth
Napa,
California
|
$30万
|
-$781
|
-6
|
-0.3%
|
|
|
2040
|
Calton & Associates
Tampa,
Florida
|
$30万
|
-$26.1万
|
-2,002
|
-48%
|
|
|
2041
|
Entelevest
Coral Gables,
Florida
|
$30万
|
+$8,722
|
+67
|
+3%
|
|
|
2042
|
August Group Capital
Toronto,
|
$30万
|
-$1万
|
-77
|
-3%
|
|
|
2043
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$29.9万
|
+$1.37万
|
+105
|
+5%
|
|
|
2044
|
Empire Financial Management Company
New York
|
$29.8万
|
-$2.13万
|
-164
|
-7%
|
|
|
2045
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$29.8万
|
+$5,337
|
+41
|
+2%
|
|
|
2046
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$29.8万
|
-$8.46万
|
-650
|
-23%
|
|
|
2047
|
Principle Wealth Partners
Madison,
Connecticut
|
$29.8万
|
-$4.31万
|
-331
|
-13%
|
|
|
2048
|
PGIM Custom Harvest
Newark,
New Jersey
|
$29.7万
|
+$2.72万
|
+209
|
+11%
|
|
|
2049
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$29.7万
|
+$2.38万
|
+183
|
+9%
|
|
|
2050
|
Weil Company
San Diego,
California
|
$29.6万
|
–
|
–
|
–
|
|
