|
2026
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$27.3万
|
+$6.56万
|
+2,644
|
+25%
|
|
|
2027
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$27.3万
|
+$2.2万
|
+886
|
+7%
|
|
|
2028
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$27.2万
|
-$6.58万
|
-2,650
|
-17%
|
|
|
2029
|
Triumph Capital Management
Denver,
Colorado
|
$27.2万
|
-$1.79万
|
-722
|
-5%
|
|
|
2030
|
Arnold Financial Planning
Hiawatha,
Iowa
|
$27.2万
|
+$32.6万
|
+13,116
|
新規
|
|
|
2031
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$27.1万
|
-$9,705
|
-391
|
-3%
|
|
|
2032
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$27.1万
|
+$1.93万
|
+779
|
+6%
|
|
|
2033
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$27.1万
|
-$4.52万
|
-1,820
|
-12%
|
|
|
2034
|
Mayport LLC
Newton,
Massachusetts
|
$27.1万
|
+$1.67万
|
+672
|
+5%
|
|
|
2035
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$27.1万
|
-$12.4万
|
-4,981
|
-28%
|
|
|
2036
|
Napier Financial
Braintree,
Massachusetts
|
$27.1万
|
+$6,676
|
+269
|
+2%
|
|
|
2037
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$27万
|
-$372
|
-15
|
-0.1%
|
|
|
2038
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$27万
|
-$1.38万
|
-556
|
-4%
|
|
|
2039
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$26.9万
|
-$1.48万
|
-598
|
-4%
|
|
|
2040
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$26.8万
|
-$2.46万
|
-992
|
-7%
|
|
|
2041
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$26.8万
|
+$7,843
|
+316
|
+3%
|
|
|
2042
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$26.8万
|
+$99
|
+4
|
+0%
|
|
|
2043
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$26.8万
|
-$1.75万
|
-704
|
-5%
|
|
|
2044
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$26.8万
|
–
|
–
|
–
|
|
|
2045
|
Cardiff Park Advisors
Carlsbad,
California
|
$26.7万
|
-$1.72万
|
-695
|
-5%
|
|
|
2046
|
GSB Wealth Management
Guilford,
Connecticut
|
$26.7万
|
-$2,358
|
-95
|
-0.7%
|
|
|
2047
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$26.7万
|
-$10.1万
|
-4,077
|
-24%
|
|
|
2048
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$26.7万
|
+$4,170
|
+168
|
+1%
|
|
|
2049
|
RHS Financial
San Francisco,
California
|
$26.7万
|
-$3.25万
|
-1,310
|
-9%
|
|
|
2050
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$26.7万
|
-$1.21万
|
-486
|
-4%
|
|
