|
2026
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$167万
|
-$1.63万
|
-41
|
-1%
|
|
|
2027
|
Lake Street Private Wealth
Chicago,
Illinois
|
$167万
|
+$13万
|
+327
|
+9%
|
|
|
2028
|
NBC Securities
Birmingham,
Alabama
|
$166万
|
+$5.09万
|
+128
|
+3%
|
|
|
2029
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$165万
|
-$9.27万
|
-233
|
-6%
|
|
|
2030
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$165万
|
–
|
–
|
–
|
|
|
2031
|
Advisors Preferred
Rockville,
Maryland
|
$165万
|
–
|
–
|
–
|
|
|
2032
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$165万
|
-$32.5万
|
-816
|
-17%
|
|
|
2033
|
ROI Financial Advisors
Beaverton,
Oregon
|
$165万
|
-$1.83万
|
-46
|
-1%
|
|
|
2034
|
Fermata Advisors
Sonoma,
California
|
$165万
|
+$13.8万
|
+346
|
+10%
|
|
|
2035
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$164万
|
-$88.5万
|
-2,224
|
-36%
|
|
|
2036
|
TKG Advisors
Valparaiso,
Indiana
|
$164万
|
+$15.6万
|
+392
|
+11%
|
|
|
2037
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$164万
|
-$83.9万
|
-2,109
|
-35%
|
|
|
2038
|
Denver Wealth Management
Denver,
Colorado
|
$164万
|
+$15.8万
|
+397
|
+11%
|
|
|
2039
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$164万
|
+$10.4万
|
+262
|
+7%
|
|
|
2040
|
Westside Investment Management
Santa Monica,
California
|
$163万
|
+$2.66万
|
+67
|
+2%
|
|
|
2041
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$162万
|
-$11.1万
|
-279
|
-7%
|
|
|
2042
|
Rossby Financial
Melbourne,
Florida
|
$162万
|
+$37.5万
|
+942
|
+32%
|
|
|
2043
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$162万
|
+$16.5万
|
+415
|
+12%
|
|
|
2044
|
Key Financial Inc
West Chester,
Pennsylvania
|
$162万
|
-$5.97万
|
-150
|
-4%
|
|
|
2045
|
Iams Wealth Management
Omaha,
Nebraska
|
$161万
|
+$14万
|
+353
|
+10%
|
|
|
2046
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$161万
|
+$12.6万
|
+317
|
+9%
|
|
|
2047
|
Allred Capital Management
Dallas,
Texas
|
$161万
|
+$2.62万
|
+66
|
+2%
|
|
|
2048
|
Parkway Wealth Management
Plano,
Texas
|
$161万
|
+$3,579
|
+9
|
+0.2%
|
|
|
2049
|
Gemmer Asset Management
Walnut Creek,
California
|
$161万
|
-$1.23万
|
-31
|
-0.8%
|
|
|
2050
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$161万
|
+$82.4万
|
+2,072
|
+119%
|
|
