|
2026
|
Rise Advisors
Rochester,
New York
|
$69.4万
|
+$8,775
|
+9
|
+1%
|
|
|
2027
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$69万
|
-$1815万
|
-18,613
|
-96%
|
|
|
2028
|
Ceeto Capital Group
Coral Gables,
Florida
|
$68.8万
|
-$1.95万
|
-20
|
-3%
|
|
|
2029
|
Kore Advisors
Boynton Beach,
Florida
|
$68.8万
|
–
|
–
|
–
|
|
|
2030
|
Auxano Advisors
Bellevue,
Washington
|
$68.7万
|
–
|
–
|
–
|
|
|
2031
|
Resources Management Corp
West Hartford,
Connecticut
|
$68.4万
|
-$1.95万
|
-20
|
-3%
|
|
|
2032
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$68.3万
|
+$1.27万
|
+13
|
+2%
|
|
|
2033
|
Princeton Capital Management
Red Bank,
New Jersey
|
$68.2万
|
–
|
–
|
–
|
|
|
2034
|
WNY Asset Management
Williamsville,
New York
|
$68.1万
|
-$3.51万
|
-36
|
-5%
|
|
|
2035
|
Finer Wealth Management
Salem,
Massachusetts
|
$67.9万
|
-$3,900
|
-4
|
-0.6%
|
|
|
2036
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$67.9万
|
-$5.85万
|
-60
|
-8%
|
|
|
2037
|
Bigelow Investment Advisors
Portland,
Maine
|
$67.9万
|
+$3.41万
|
+35
|
+6%
|
|
|
2038
|
Advisor OS
Chicago,
Illinois
|
$67.7万
|
-$1.56万
|
-16
|
-2%
|
|
|
2039
|
Fort Point Capital Partners
San Francisco,
California
|
$67.7万
|
-$1.95万
|
-20
|
-3%
|
|
|
2040
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$67.4万
|
-$15.8万
|
-162
|
-20%
|
|
|
2041
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$67.4万
|
-$1,950
|
-2
|
-0.3%
|
|
|
2042
|
Fountainhead AM
Warren,
New Jersey
|
$67.4万
|
-$6,825
|
-7
|
-1%
|
|
|
2043
|
Lyell Wealth Management
Menlo Park,
California
|
$67.4万
|
–
|
–
|
–
|
|
|
2044
|
Accel Wealth Management
Waverly,
Iowa
|
$67.2万
|
–
|
–
|
–
|
|
|
2045
|
Crews Bank & Trust
Wauchula,
Florida
|
$67.2万
|
-$1.17万
|
-12
|
-2%
|
|
|
2046
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
$67.2万
|
-$3.22万
|
-33
|
-5%
|
|
|
2047
|
Rothschild Capital Partners
New York
|
$66.8万
|
+$975
|
+1
|
+0.2%
|
|
|
2048
|
Greenline Wealth Management
Boca Raton,
Florida
|
$66.7万
|
+$4.97万
|
+51
|
+8%
|
|
|
2049
|
Bullock Wealth Management
Bloomington,
Indiana
|
$66.7万
|
-$9,749
|
-10
|
-2%
|
|
|
2050
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$66.7万
|
-$1.95万
|
-20
|
-3%
|
|
