|
2026
|
Synergy Financial Group
San Ramon,
California
|
$605万
|
-$121万
|
-3,393
|
-17%
|
|
|
2027
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$605万
|
+$53.5万
|
+1,497
|
+10%
|
|
|
2028
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$605万
|
–
|
–
|
–
|
|
|
2029
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$604万
|
-$23.8万
|
-666
|
-4%
|
|
|
2030
|
Caitong International Asset Management
Hong Kong
|
$604万
|
+$610万
|
+17,081
|
新規
|
|
|
2031
|
Caldwell Trust
Venice,
Florida
|
$603万
|
-$33万
|
-922
|
-5%
|
|
|
2032
|
Gables Capital Management
Miami,
Florida
|
$600万
|
+$77.4万
|
+2,165
|
+15%
|
|
|
2033
|
Elmwood Wealth Management
Berkeley,
California
|
$599万
|
-$11.8万
|
-330
|
-2%
|
|
|
2034
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$598万
|
-$286万
|
-7,992
|
-32%
|
|
|
2035
|
Rakuten Securities
Tokyo,
Japan
|
$598万
|
+$84.3万
|
+2,358
|
+16%
|
|
|
2036
|
Eos Management LP
New York
|
$597万
|
–
|
–
|
–
|
|
|
2037
|
Winthrop Partners - WNY
Buffalo,
New York
|
$595万
|
-$6,790
|
-19
|
-0.1%
|
|
|
2038
|
COFG Advisors
Oak Brook,
Illinois
|
$594万
|
+$161万
|
+4,515
|
+37%
|
|
|
2039
|
Bellecapital
Zurich,
Switzerland
|
$594万
|
+$307万
|
+8,602
|
+105%
|
|
|
2040
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$590万
|
–
|
–
|
–
|
|
|
2041
|
Panoramic Investment Advisors
Denver,
Colorado
|
$590万
|
-$12.8万
|
-359
|
-2%
|
|
|
2042
|
Congress Park Capital
Saratoga Springs,
New York
|
$590万
|
+$15万
|
+421
|
+3%
|
|
|
2043
|
John G. Ullman & Associates
Corning,
New York
|
$590万
|
-$1.79万
|
-50
|
-0.3%
|
|
|
2044
|
Sterling Investment Management
Tucson,
Arizona
|
$590万
|
-$255万
|
-7,136
|
-30%
|
|
|
2045
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$589万
|
+$8.22万
|
+230
|
+1%
|
|
|
2046
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$589万
|
+$33.3万
|
+931
|
+6%
|
|
|
2047
|
Ashton Thomas Securities
Rochester,
New York
|
$589万
|
+$86.4万
|
+2,417
|
+17%
|
|
|
2048
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$588万
|
–
|
–
|
–
|
|
|
2049
|
Momentum Wealth Planning
Estero,
Florida
|
$588万
|
-$30.5万
|
-854
|
-5%
|
|
|
2050
|
Marshall Investment Management
Littleton,
Colorado
|
$588万
|
+$12.2万
|
+342
|
+2%
|
|
