|
2026
|
LifeSteps Financial
Claremont,
California
|
$1,231
|
+$1,120
|
+5
|
新規
|
|
|
2027
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1,091
|
-$6,046
|
-27
|
-87%
|
|
|
2028
|
Navigoe Wealth Management
Redondo Beach,
California
|
$1,000
|
+$1,567
|
+7
|
新規
|
|
|
2029
|
FNY Investment Advisers
New York
|
$1,000
|
+$1,791
|
+8
|
新規
|
|
|
2030
|
Seneschal Advisors
Tacoma,
Washington
|
$985
|
-$1.19万
|
-53
|
-93%
|
|
|
2031
|
1 North Wealth Services
Annapolis,
Maryland
|
$985
|
–
|
–
|
–
|
|
|
2032
|
Trust Company
Manhattan,
Kansas
|
$985
|
–
|
–
|
–
|
|
|
2033
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$985
|
–
|
–
|
–
|
|
|
2034
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$985
|
+$896
|
+4
|
新規
|
|
|
2035
|
Cordant Inc
Portland,
Oregon
|
$926
|
+$896
|
+4
|
新規
|
|
|
2036
|
NorthAvenue LLC
Columbus,
Ohio
|
$739
|
–
|
–
|
–
|
|
|
2037
|
Nvest Wealth Strategies
Powell,
Ohio
|
$739
|
–
|
–
|
–
|
|
|
2038
|
3 Factor Indexing
Sacramento,
California
|
$493
|
–
|
–
|
–
|
|
|
2039
|
|
$492
|
-$7.03万
|
-314
|
-99%
|
|
|
2040
|
Operose Advisors
Milwaukee,
Wisconsin
|
$492
|
-$5.04万
|
-225
|
-99%
|
|
|
2041
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$492
|
-$8,061
|
-36
|
-95%
|
|
|
2042
|
Investors Portfolio Services
Puyallup,
Washington
|
$492
|
–
|
–
|
–
|
|
|
2043
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$492
|
+$448
|
+2
|
新規
|
|
|
2044
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$492
|
+$448
|
+2
|
新規
|
|
|
2045
|
Maryland Capital Advisors
Chester,
Maryland
|
$247
|
+$224
|
+1
|
新規
|
|
|
2046
|
Delta Accumulation LLC
Sausalito,
California
|
$246
|
+$224
|
+1
|
新規
|
|
|
2047
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$246
|
+$224
|
+1
|
新規
|
|
|
2048
|
Strive Financial Group
Carmel,
Indiana
|
$246
|
+$224
|
+1
|
新規
|
|
|
2049
|
Darwin Wealth Management
Tampa,
Florida
|
$4
|
–
|
–
|
–
|
|
|
2050
|
Viking Global Investors
Stamford,
Connecticut
|
–
|
-$6.3億
|
-3,027,092
|
解消
|
|
