|
2026
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$85万
|
-$10.1万
|
-1,002
|
-14%
|
|
|
2027
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$85万
|
+$12.5万
|
+1,237
|
+25%
|
|
|
2028
|
CVA Family Office
Denver,
Colorado
|
$84.7万
|
+$2.72万
|
+269
|
+5%
|
|
|
2029
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$84.5万
|
–
|
–
|
–
|
|
|
2030
|
Greenspring Advisors
Towson,
Maryland
|
$84.5万
|
+$61.2万
|
+6,051
|
新規
|
|
|
2031
|
Platform Technology Partners
New York
|
$84.3万
|
+$4.77万
|
+472
|
+8%
|
|
|
2032
|
Permanent Capital Management
Chicago,
Illinois
|
$84.2万
|
+$24.2万
|
+2,398
|
+66%
|
|
|
2033
|
HeadInvest LLC
Portland,
Maine
|
$84.1万
|
–
|
–
|
–
|
|
|
2034
|
Five Oceans Advisors
Santa Monica,
California
|
$83.9万
|
+$2.76万
|
+273
|
+5%
|
|
|
2035
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$83.8万
|
-$1.84万
|
-182
|
-3%
|
|
|
2036
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$83.8万
|
–
|
–
|
–
|
|
|
2037
|
Investment Advisory Group
Hanover,
Massachusetts
|
$83.6万
|
+$3.68万
|
+364
|
+6%
|
|
|
2038
|
Entelevest
Coral Gables,
Florida
|
$83.6万
|
-$1,719
|
-17
|
-0.3%
|
|
|
2039
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$83.6万
|
+$60.5万
|
+5,984
|
新規
|
|
|
2040
|
Acropolis Investment Management
St. Louis,
Missouri
|
$83.5万
|
+$1.24万
|
+123
|
+2%
|
|
|
2041
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$83.3万
|
-$7.26万
|
-718
|
-11%
|
|
|
2042
|
Berman McAleer
Timonium,
Maryland
|
$83.3万
|
+$7,888
|
+78
|
+1%
|
|
|
2043
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$83.3万
|
+$9.05万
|
+895
|
+18%
|
|
|
2044
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$83.2万
|
+$5,157
|
+51
|
+0.9%
|
|
|
2045
|
BCS Wealth Management
Johnson City,
Tennessee
|
$83.2万
|
-$4.96万
|
-490
|
-8%
|
|
|
2046
|
Accredited Investors
Edina,
Minnesota
|
$83.2万
|
-$2.43万
|
-240
|
-4%
|
|
|
2047
|
JB Capital
Wethersfield,
Connecticut
|
$83.1万
|
+$7.1万
|
+702
|
+13%
|
|
|
2048
|
Legacy Edge Advisors
Syosset,
New York
|
$83万
|
-$9.9万
|
-982
|
-14%
|
|
|
2049
|
Westside Investment Management
Santa Monica,
California
|
$83万
|
-$6.89万
|
-681
|
-10%
|
|
|
2050
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$83万
|
–
|
–
|
–
|
|
