|
2026
|
Prana Capital Management
Greenwich,
Connecticut
|
$80.7万
|
-$1313万
|
-72,475
|
-93%
|
|
|
2027
|
Stockman Wealth Management
Billings,
Montana
|
$80.7万
|
–
|
–
|
–
|
|
|
2028
|
Capital Performance Advisors
Walnut Creek,
California
|
$80.6万
|
-$25.7万
|
-1,420
|
-21%
|
|
|
2029
|
Summit Global Investments
Bountiful,
Utah
|
$80.6万
|
-$45.6万
|
-2,518
|
-31%
|
|
|
2030
|
Aventus Investment Advisors
Naples,
Florida
|
$80.6万
|
+$38.2万
|
+2,110
|
+62%
|
|
|
2031
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$80.5万
|
+$2.83万
|
+156
|
+3%
|
|
|
2032
|
DeDora Capital
Napa,
California
|
$80.5万
|
-$2,175
|
-12
|
-0.2%
|
|
|
2033
|
West Michigan Advisors
Holland,
Michigan
|
$80.4万
|
+$16.1万
|
+886
|
+19%
|
|
|
2034
|
OneAscent Family Office
Birmingham,
Alabama
|
$80.4万
|
+$22.7万
|
+1,251
|
+30%
|
|
|
2035
|
Macroview Investment Management
Bethesda,
Maryland
|
$80.3万
|
+$9,424
|
+52
|
+1%
|
|
|
2036
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$80万
|
-$44.3万
|
-2,446
|
-31%
|
|
|
2037
|
Sunflower Bank
Dallas,
Texas
|
$79.6万
|
+$15.1万
|
+834
|
+18%
|
|
|
2038
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$79.6万
|
-$2.88万
|
-159
|
-3%
|
|
|
2039
|
Mystic Asset Management
Warwick,
Rhode Island
|
$79.6万
|
+$14.2万
|
+786
|
+17%
|
|
|
2040
|
Fortem Financial Group
Palm Desert,
California
|
$79.3万
|
-$13.5万
|
-745
|
-12%
|
|
|
2041
|
LVW Advisors
Pittsford,
New York
|
$79.3万
|
+$23.4万
|
+1,293
|
+31%
|
|
|
2042
|
Evanson Financial
Mclean,
Virginia
|
$79.1万
|
+$97.8万
|
+5,399
|
新規
|
|
|
2043
|
Astoria Portfolio Advisors
New York
|
$79万
|
-$6.2万
|
-342
|
-6%
|
|
|
2044
|
Cromwell Holdings
Jackson,
Wyoming
|
$79万
|
+$14.2万
|
+782
|
+17%
|
|
|
2045
|
Brucke Financial
Indianapolis,
Indiana
|
$79万
|
+$1.43万
|
+79
|
+1%
|
|
|
2046
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$79万
|
+$10.7万
|
+593
|
+12%
|
|
|
2047
|
Dimension Capital Management
Coral Gables,
Florida
|
$79万
|
+$7.3万
|
+403
|
+8%
|
|
|
2048
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$78.9万
|
-$3.43万
|
-189
|
-3%
|
|
|
2049
|
WealthPLAN Partners
Omaha,
Nebraska
|
$78.6万
|
+$24.7万
|
+1,365
|
+34%
|
|
|
2050
|
Boyd Wealth Management
Sacramento,
California
|
$78.6万
|
+$1,450
|
+8
|
+0.1%
|
|
