|
2026
|
Matthew Hamilton Rosenberg
|
$37.2万
|
–
|
–
|
–
|
|
|
2027
|
Charles Schwab Trust
Henderson,
Nevada
|
$37.2万
|
–
|
–
|
–
|
|
|
2028
|
Arlington Trust
Birmingham,
Alabama
|
$37万
|
+$13.6万
|
+860
|
+54%
|
|
|
2029
|
Trilogy Capital
Irvine,
California
|
$37万
|
-$3.21万
|
-203
|
-8%
|
|
|
2030
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$36.9万
|
-$3.98万
|
-252
|
-9%
|
|
|
2031
|
Private Advisory Group
Redmond,
Washington
|
$36.8万
|
+$8.13万
|
+514
|
+27%
|
|
|
2032
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$36.8万
|
-$2.09万
|
-132
|
-5%
|
|
|
2033
|
Baron Wealth Management
Troy,
Michigan
|
$36.7万
|
+$1,265
|
+8
|
+0.3%
|
|
|
2034
|
Terril Brothers
St. Louis,
Missouri
|
$36.7万
|
–
|
–
|
–
|
|
|
2035
|
Vicus Capital
State College,
Pennsylvania
|
$36.7万
|
+$10.6万
|
+670
|
+38%
|
|
|
2036
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$36.6万
|
-$7,115
|
-45
|
-2%
|
|
|
2037
|
Crews Bank & Trust
Wauchula,
Florida
|
$36.6万
|
-$1,423
|
-9
|
-0.4%
|
|
|
2038
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$36.6万
|
+$3,637
|
+23
|
+1%
|
|
|
2039
|
Old Mission Capital
Chicago,
Illinois
|
$36.5万
|
+$38.1万
|
+2,409
|
新規
|
|
|
2040
|
Foster Group
West Des Moines,
Iowa
|
$36.4万
|
-$1.38万
|
-87
|
-3%
|
|
|
2041
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$36.4万
|
+$7.1万
|
+449
|
+23%
|
|
|
2042
|
Heritage Family Offices
Scottsdale,
Arizona
|
$36.3万
|
+$7.68万
|
+486
|
+25%
|
|
|
2043
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$36.3万
|
+$37.9万
|
+2,394
|
新規
|
|
|
2044
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$36.1万
|
–
|
–
|
–
|
|
|
2045
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$36.1万
|
–
|
–
|
–
|
|
|
2046
|
Eagle Strategies
New York
|
$35.7万
|
-$1.31万
|
-83
|
-3%
|
|
|
2047
|
Peak Asset Management
Louisville,
Colorado
|
$35.6万
|
–
|
–
|
–
|
|
|
2048
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$35.6万
|
-$8,538
|
-54
|
-2%
|
|
|
2049
|
Private Capital Management (Florida)
Naples,
Florida
|
$35.6万
|
–
|
–
|
–
|
|
|
2050
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$35.5万
|
-$3,637
|
-23
|
-1%
|
|
