|
2026
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$69.7万
|
+$3.13万
|
+100
|
+6%
|
|
|
2027
|
Sutton Place Investors
Katonah,
New York
|
$69.5万
|
-$3,444
|
-11
|
-0.6%
|
|
|
2028
|
Spirepoint Private Client
Vero Beach,
Florida
|
$69.2万
|
+$3.04万
|
+97
|
+6%
|
|
|
2029
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$69.1万
|
–
|
–
|
–
|
|
|
2030
|
Financial Council
Towson,
Maryland
|
$69万
|
–
|
–
|
–
|
|
|
2031
|
First Nebraska Trust
Lincoln,
Nebraska
|
$68.8万
|
-$2,505
|
-8
|
-0.4%
|
|
|
2032
|
Willow Creek Wealth Management
Sebastopol,
California
|
$68.8万
|
+$57.6万
|
+1,840
|
新規
|
|
|
2033
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$68.7万
|
+$9,392
|
+30
|
+2%
|
|
|
2034
|
Kinetic Wealth Investment Advisors
Westlake,
Ohio
|
$68.7万
|
+$57.5万
|
+1,838
|
新規
|
|
|
2035
|
Vicus Capital
State College,
Pennsylvania
|
$68.6万
|
+$2,818
|
+9
|
+0.5%
|
|
|
2036
|
Coppell Advisory Solutions
Coppell,
Texas
|
$68.6万
|
+$9.24万
|
+295
|
新規
|
|
|
2037
|
Richard Young Associates
Augusta,
Georgia
|
$68.5万
|
+$57.4万
|
+1,833
|
新規
|
|
|
2038
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$68.4万
|
+$57.3万
|
+1,830
|
新規
|
|
|
2039
|
Raleigh Capital Management
Cary,
North Carolina
|
$68.1万
|
+$2.57万
|
+82
|
+5%
|
|
|
2040
|
Expressive Wealth
Chicago,
Illinois
|
$68.1万
|
-$2.35万
|
-75
|
-4%
|
|
|
2041
|
Willow Creek Capital Management
Missoula,
Montana
|
$68万
|
+$56.9万
|
+1,819
|
新規
|
|
|
2042
|
|
$67.9万
|
–
|
–
|
–
|
|
|
2043
|
GHP Investment Advisors
Denver,
Colorado
|
$67.9万
|
+$25万
|
+800
|
+79%
|
|
|
2044
|
Lewis Asset Management
Lafayette,
California
|
$67.8万
|
+$9.39万
|
+300
|
+20%
|
|
|
2045
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$67.7万
|
+$626
|
+2
|
+0.1%
|
|
|
2046
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$67.6万
|
+$2.44万
|
+78
|
+5%
|
|
|
2047
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$67.6万
|
+$2.85万
|
+91
|
+5%
|
|
|
2048
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$67.6万
|
–
|
–
|
–
|
|
|
2049
|
Aviance Capital Partners
Naples,
Florida
|
$67.5万
|
+$7.86万
|
+251
|
+16%
|
|
|
2050
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$67.5万
|
–
|
–
|
–
|
|
