|
2026
|
Titan Wealth
St Peter Port,
|
$40.4万
|
+$1.22万
|
+120
|
+3%
|
|
|
2027
|
TwinBeech Capital
Purchase,
New York
|
$40.3万
|
+$42.6万
|
+4,183
|
新規
|
|
|
2028
|
CVFG LLC
Shelbyville,
Indiana
|
$40.3万
|
+$7,238
|
+71
|
+2%
|
|
|
2029
|
First Bankers Trust
Louisville,
Kentucky
|
$40.2万
|
-$4.67万
|
-458
|
-10%
|
|
|
2030
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$40万
|
-$33.7万
|
-3,307
|
-44%
|
|
|
2031
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$40万
|
+$1,121
|
+11
|
+0.3%
|
|
|
2032
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$40万
|
-$4.38万
|
-430
|
-9%
|
|
|
2033
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$40万
|
–
|
–
|
–
|
|
|
2034
|
Harold Davidson & Associates
Los Angeles,
California
|
$39.9万
|
-$5.4万
|
-530
|
-11%
|
|
|
2035
|
Sunpointe
St. Louis,
Missouri
|
$39.9万
|
+$3,670
|
+36
|
+0.9%
|
|
|
2036
|
|
$39.8万
|
+$8,462
|
+83
|
+2%
|
|
|
2037
|
William Mack & Associates
Troy,
Michigan
|
$39.8万
|
+$5.44万
|
+534
|
+15%
|
|
|
2038
|
Elevated Capital Advisors
Sandy,
Utah
|
$39.6万
|
-$25.5万
|
-2,498
|
-38%
|
|
|
2039
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$39.6万
|
-$3.73万
|
-366
|
-8%
|
|
|
2040
|
Dunhill Financial
London,
United Kingdom
|
$39.6万
|
+$6.65万
|
+652
|
+19%
|
|
|
2041
|
Convergence Financial
Columbia,
Missouri
|
$39.6万
|
-$7.79万
|
-764
|
-16%
|
|
|
2042
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$39.6万
|
+$41.9万
|
+4,112
|
新規
|
|
|
2043
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$39.5万
|
-$9,685
|
-95
|
-2%
|
|
|
2044
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$39.5万
|
–
|
–
|
–
|
|
|
2045
|
Lionshead Wealth Management
New York
|
$39.5万
|
+$3,874
|
+38
|
+0.9%
|
|
|
2046
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$39.5万
|
-$3.09万
|
-303
|
-7%
|
|
|
2047
|
GK Wealth Management
Reno,
Nevada
|
$39.4万
|
+$41.8万
|
+4,097
|
新規
|
|
|
2048
|
Cheviot Value Management
Beverly Hills,
California
|
$39.4万
|
-$9.11万
|
-894
|
-18%
|
|
|
2049
|
Burton Enright Welch
Walnut Creek,
California
|
$39.4万
|
-$1.19万
|
-117
|
-3%
|
|
|
2050
|
Miramontes Capital
Newport,
California
|
$39.4万
|
-$8.52万
|
-836
|
-17%
|
|
