|
2026
|
M3 Wealth Management
Cincinnati,
Ohio
|
$340万
|
+$290万
|
+2,836
|
新規
|
|
|
2027
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$340万
|
-$9.3万
|
-91
|
-3%
|
|
|
2028
|
Kingsman Wealth Management
Pensacola,
Florida
|
$340万
|
+$94.3万
|
+923
|
+48%
|
|
|
2029
|
Calton & Associates
Tampa,
Florida
|
$339万
|
+$29.9万
|
+293
|
+12%
|
|
|
2030
|
Patten Group
Chattanooga,
Tennessee
|
$338万
|
+$23.9万
|
+234
|
+9%
|
|
|
2031
|
TRB Wealth Management
Houston,
Texas
|
$338万
|
-$162万
|
-1,585
|
-36%
|
|
|
2032
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$338万
|
+$19.9万
|
+195
|
+7%
|
|
|
2033
|
Essex LLC
Deer Park,
Illinois
|
$338万
|
-$12.4万
|
-121
|
-4%
|
|
|
2034
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$337万
|
+$207万
|
+2,027
|
+259%
|
|
|
2035
|
Gables Capital Management
Miami,
Florida
|
$336万
|
+$4.5万
|
+44
|
+2%
|
|
|
2036
|
Menard Financial Group
Houston,
Texas
|
$336万
|
+$83.1万
|
+813
|
+41%
|
|
|
2037
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$335万
|
–
|
–
|
–
|
|
|
2038
|
West Family Investments
Carlsbad,
California
|
$335万
|
+$21.4万
|
+209
|
+8%
|
|
|
2039
|
Bellwether Advisors
Lincoln,
Nebraska
|
$335万
|
+$95.5万
|
+935
|
+50%
|
|
|
2040
|
Red Reef Advisors
Boca Raton,
Florida
|
$334万
|
-$26.4万
|
-258
|
-8%
|
|
|
2041
|
SP Asset Management
Cupertino,
California
|
$334万
|
+$1.53万
|
+15
|
+0.5%
|
|
|
2042
|
Everpar Advisors
Tulsa,
Oklahoma
|
$333万
|
+$10.4万
|
+102
|
+4%
|
|
|
2043
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$332万
|
-$5.62万
|
-55
|
-2%
|
|
|
2044
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$331万
|
-$4.29万
|
-42
|
-1%
|
|
|
2045
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$331万
|
-$2.45万
|
-24
|
-0.9%
|
|
|
2046
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$331万
|
-$8.28万
|
-81
|
-3%
|
|
|
2047
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$330万
|
-$757万
|
-7,413
|
-73%
|
|
|
2048
|
Main Street Research
Lakeville,
Connecticut
|
$329万
|
-$16.6万
|
-162
|
-6%
|
|
|
2049
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$329万
|
-$27.9万
|
-273
|
-9%
|
|
|
2050
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$329万
|
-$1.12万
|
-11
|
-0.4%
|
|
