|
2026
|
Old North State Trust
Greensboro,
North Carolina
|
$406万
|
+$2.11万
|
+29
|
+0.5%
|
|
|
2027
|
Wealth Care LLC
Merritt Island,
Florida
|
$406万
|
+$728
|
+1
|
+0%
|
|
|
2028
|
Gilpin Wealth Management
Denver,
Colorado
|
$406万
|
-$17.1万
|
-235
|
-4%
|
|
|
2029
|
Vontobel Holding
Zurich,
Switzerland
|
$404万
|
+$27.9万
|
+383
|
+8%
|
|
|
2030
|
Invested Advisors
State College,
Pennsylvania
|
$404万
|
-$45.3万
|
-622
|
-10%
|
|
|
2031
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$403万
|
-$4.59万
|
-63
|
-1%
|
|
|
2032
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$401万
|
+$28.5万
|
+392
|
+8%
|
|
|
2033
|
Edgestream Partners
Princeton,
New Jersey
|
$400万
|
+$25.3万
|
+347
|
+7%
|
|
|
2034
|
RCS Financial Planning
Annapolis,
Maryland
|
$400万
|
+$62.8万
|
+862
|
+19%
|
|
|
2035
|
Schnieders Capital Management
Pasadena,
California
|
$400万
|
+$5.1万
|
+70
|
+1%
|
|
|
2036
|
Mattern Wealth Management
Lawrence,
Kansas
|
$399万
|
+$5.75万
|
+79
|
+2%
|
|
|
2037
|
REAP Financial Group
Austin,
Texas
|
$395万
|
-$20.1万
|
-276
|
-5%
|
|
|
2038
|
Goodman Financial
Houston,
Texas
|
$395万
|
–
|
–
|
–
|
|
|
2039
|
Liberty Capital Management
Birmingham,
Michigan
|
$394万
|
+$383万
|
+5,260
|
新規
|
|
|
2040
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$394万
|
+$11.1万
|
+152
|
+3%
|
|
|
2041
|
Evolve Private Wealth
Los Angeles,
California
|
$393万
|
-$990万
|
-13,592
|
-72%
|
|
|
2042
|
Upper Left Wealth Management
Tampa,
Florida
|
$393万
|
+$33.7万
|
+463
|
+10%
|
|
|
2043
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$393万
|
–
|
–
|
–
|
|
|
2044
|
Tolleson Wealth Management
Dallas,
Texas
|
$392万
|
–
|
–
|
–
|
|
|
2045
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$392万
|
–
|
–
|
–
|
|
|
2046
|
Stenger Family Office
Naperville,
Illinois
|
$391万
|
-$9.18万
|
-126
|
-2%
|
|
|
2047
|
Encompass Wealth Advisors
Portland,
Oregon
|
$391万
|
-$2.84万
|
-39
|
-0.7%
|
|
|
2048
|
Elmwood Wealth Management
Berkeley,
California
|
$389万
|
–
|
–
|
–
|
|
|
2049
|
Fortis Group Advisors
Westwood,
New Jersey
|
$389万
|
-$8,738
|
-12
|
-0.2%
|
|
|
2050
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$388万
|
-$4.73万
|
-65
|
-1%
|
|
