|
2026
|
DecisionPoint Financial
Mesa,
Arizona
|
$1.74万
|
-$645
|
-8
|
-4%
|
|
|
2027
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1.73万
|
-$8,067
|
-100
|
-31%
|
|
|
2028
|
Vision Retirement
Ridgewood,
New Jersey
|
$1.73万
|
–
|
–
|
–
|
|
|
2029
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.69万
|
-$2,662
|
-33
|
-13%
|
|
|
2030
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$1.64万
|
–
|
–
|
–
|
|
|
2031
|
Westfuller Advisors
New York
|
$1.63万
|
-$1,210
|
-15
|
-7%
|
|
|
2032
|
LifeSteps Financial
Claremont,
California
|
$1.6万
|
+$1.65万
|
+204
|
新規
|
|
|
2033
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$1.57万
|
+$4,114
|
+51
|
+34%
|
|
|
2034
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.56万
|
-$4.85万
|
-601
|
-75%
|
|
|
2035
|
ESL Trust Services
Rochester,
New York
|
$1.56万
|
–
|
–
|
–
|
|
|
2036
|
SRH Advisors
Salina,
Kansas
|
$1.56万
|
–
|
–
|
–
|
|
|
2037
|
Fairscale Capital
Nashua,
New Hampshire
|
$1.56万
|
–
|
–
|
–
|
|
|
2038
|
MASECO Private Wealth
London,
|
$1.54万
|
-$1.12万
|
-139
|
-41%
|
|
|
2039
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.53万
|
+$4,598
|
+57
|
+41%
|
|
|
2040
|
First Financial Corp
Terre Haute,
Indiana
|
$1.49万
|
–
|
–
|
–
|
|
|
2041
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.49万
|
-$807
|
-10
|
-5%
|
|
|
2042
|
Graney & King
Latham,
New York
|
$1.41万
|
+$161
|
+2
|
+1%
|
|
|
2043
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.41万
|
–
|
–
|
–
|
|
|
2044
|
Avion Wealth
The Woodlands,
Texas
|
$1.4万
|
-$726
|
-9
|
-5%
|
|
|
2045
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.37万
|
–
|
–
|
–
|
|
|
2046
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1.37万
|
+$2,743
|
+34
|
+24%
|
|
|
2047
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.34万
|
+$5,244
|
+65
|
+61%
|
|
|
2048
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$1.33万
|
+$1.06万
|
+132
|
+660%
|
|
|
2049
|
United Financial Planning Group
Hauppauge,
New York
|
$1.32万
|
+$1.36万
|
+169
|
新規
|
|
|
2050
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.29万
|
-$1.28万
|
-159
|
-49%
|
|
