|
2026
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.12万
|
+$5,810
|
+32
|
+119%
|
|
|
2027
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.1万
|
+$1,634
|
+9
|
+18%
|
|
|
2028
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$1.07万
|
–
|
–
|
–
|
|
|
2029
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.05万
|
–
|
–
|
–
|
|
|
2030
|
GoalVest Advisory
New York
|
$1.05万
|
-$9,986
|
-55
|
-50%
|
|
|
2031
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$1.05万
|
–
|
–
|
–
|
|
|
2032
|
Penserra Capital Management
Orinda,
California
|
$1万
|
–
|
–
|
–
|
|
|
2033
|
Aventus Investment Advisors
Naples,
Florida
|
$9,524
|
–
|
–
|
–
|
|
|
2034
|
DecisionPoint Financial
Mesa,
Arizona
|
$9,493
|
-$3,813
|
-21
|
-30%
|
|
|
2035
|
FWL Investment Management
Dallas,
Texas
|
$9,334
|
–
|
–
|
–
|
|
|
2036
|
|
$9,315
|
+$9,441
|
+52
|
新規
|
|
|
2037
|
IMG Wealth Management
Jacksonville,
Florida
|
$9,143
|
–
|
–
|
–
|
|
|
2038
|
Evolution Advisers
Richmond,
Virginia
|
$9,000
|
–
|
–
|
–
|
|
|
2039
|
LifeSteps Financial
Claremont,
California
|
$8,953
|
+$8,534
|
+47
|
新規
|
|
|
2040
|
BFSG LLC
Irvine,
California
|
$8,572
|
–
|
–
|
–
|
|
|
2041
|
Blueline Advisors
Exeter,
New Hampshire
|
$8,099
|
-$182
|
-1
|
-2%
|
|
|
2042
|
Robinswood Financial
Kirkland,
Washington
|
$8,029
|
-$3.21万
|
-177
|
-81%
|
|
|
2043
|
CGC Financial Services
Lake Oswego,
Oregon
|
$7,810
|
–
|
–
|
–
|
|
|
2044
|
Pacific Center for Financial Services
San Ramon,
California
|
$7,620
|
–
|
–
|
–
|
|
|
2045
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$7,619
|
+$7,263
|
+40
|
新規
|
|
|
2046
|
Kingdom Financial Group
Peoria,
Arizona
|
$7,555
|
-$4,539
|
-25
|
-38%
|
|
|
2047
|
Altshuler Shaham
Tel Aviv,
Israel
|
$7,429
|
+$7,081
|
+39
|
新規
|
|
|
2048
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$7,239
|
-$1.63万
|
-90
|
-70%
|
|
|
2049
|
Byrne Asset Management
Kingston,
New Jersey
|
$7,048
|
–
|
–
|
–
|
|
|
2050
|
Planning Strategies
Lancaster,
Pennsylvania
|
$7,048
|
+$6,718
|
+37
|
新規
|
|
