|
2026
|
Portside Wealth Group
Provo,
Utah
|
$25万
|
+$6,958
|
+34
|
+3%
|
|
|
2027
|
Accent Capital Management
Centerville,
Ohio
|
$24.9万
|
+$24万
|
+1,171
|
新規
|
|
|
2028
|
CAP Partners LLC
Franklin,
Tennessee
|
$24.9万
|
-$8,800
|
-43
|
-4%
|
|
|
2029
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$24.8万
|
+$1.17万
|
+57
|
+5%
|
|
|
2030
|
Arch Global Advisors
New York
|
$24.8万
|
–
|
–
|
–
|
|
|
2031
|
Acropolis Investment Management
St. Louis,
Missouri
|
$24.7万
|
-$5,525
|
-27
|
-2%
|
|
|
2032
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$24.5万
|
–
|
–
|
–
|
|
|
2033
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$24.5万
|
+$23.5万
|
+1,150
|
新規
|
|
|
2034
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$24.5万
|
–
|
–
|
–
|
|
|
2035
|
Matrix Asset Advisors
White Plains,
New York
|
$24.5万
|
+$23.5万
|
+1,150
|
新規
|
|
|
2036
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$24.5万
|
–
|
–
|
–
|
|
|
2037
|
Donor Advised Charitable Giving
San Francisco,
California
|
$24.4万
|
+$1,023
|
+5
|
+0.4%
|
|
|
2038
|
McDonald Capital Investors
Orinda,
California
|
$24.4万
|
-$1.02万
|
-50
|
-4%
|
|
|
2039
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$24.3万
|
–
|
–
|
–
|
|
|
2040
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$24.2万
|
-$2.89万
|
-141
|
-11%
|
|
|
2041
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$24.2万
|
–
|
–
|
–
|
|
|
2042
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$24.2万
|
+$23.3万
|
+1,137
|
新規
|
|
|
2043
|
Westview Investment Advisors
Burlington,
Vermont
|
$24万
|
-$4.77万
|
-233
|
-17%
|
|
|
2044
|
Cadia Private Client
Parsippany,
New Jersey
|
$24万
|
-$10.6万
|
-520
|
-32%
|
|
|
2045
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$23.9万
|
-$26.5万
|
-1,294
|
-53%
|
|
|
2046
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$23.9万
|
–
|
–
|
–
|
|
|
2047
|
Trace Wealth Advisors
Los Angeles,
California
|
$23.8万
|
–
|
–
|
–
|
|
|
2048
|
Townsend & Associates
Westminster,
Colorado
|
$23.8万
|
–
|
–
|
–
|
|
|
2049
|
Simon Quick Advisors
Morristown,
New Jersey
|
$23.8万
|
+$8,186
|
+40
|
+4%
|
|
|
2050
|
Old Mission Investment Co
Traverse City,
Michigan
|
$23.7万
|
–
|
–
|
–
|
|
