|
2026
|
Precedent Wealth Partners
Houston,
Texas
|
$44.2万
|
+$41.1万
|
+1,482
|
新規
|
|
|
2027
|
Harper Investing
Santa Clara,
California
|
$44.1万
|
+$41.1万
|
+1,480
|
新規
|
|
|
2028
|
Red Lighthouse Investment Management
New York
|
$44.1万
|
+$4,994
|
+18
|
+1%
|
|
|
2029
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$44万
|
-$871万
|
-31,406
|
-96%
|
|
|
2030
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$43.9万
|
+$2.89万
|
+104
|
+8%
|
|
|
2031
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$43.8万
|
+$277
|
+1
|
+0.1%
|
|
|
2032
|
Argentarii
Cincinnati,
Ohio
|
$43.7万
|
+$4.19万
|
+151
|
+11%
|
|
|
2033
|
Letson Investment Management
Atlanta,
Georgia
|
$43.7万
|
–
|
–
|
–
|
|
|
2034
|
Douglas Lane & Associates
New York
|
$43.6万
|
+$1.22万
|
+44
|
+3%
|
|
|
2035
|
SCS Capital Management
Boston,
Massachusetts
|
$43.6万
|
+$40.6万
|
+1,462
|
新規
|
|
|
2036
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$43.5万
|
–
|
–
|
–
|
|
|
2037
|
Root Financial Partners
Encinitas,
California
|
$43.5万
|
+$14.1万
|
+508
|
+53%
|
|
|
2038
|
Crews Bank & Trust
Wauchula,
Florida
|
$43.3万
|
–
|
–
|
–
|
|
|
2039
|
Severin Investments
St. Louis,
Missouri
|
$43.3万
|
+$2.86万
|
+103
|
+8%
|
|
|
2040
|
MFA Wealth Services
Thousand Oaks,
California
|
$43.2万
|
-$6.02万
|
-217
|
-13%
|
|
|
2041
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$43.2万
|
+$5,826
|
+21
|
+1%
|
|
|
2042
|
New World Advisors
Hingham,
Massachusetts
|
$43.2万
|
+$40.2万
|
+1,449
|
新規
|
|
|
2043
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$43.1万
|
-$2.16万
|
-78
|
-5%
|
|
|
2044
|
Advisors Management Group
La Crosse,
Wisconsin
|
$43.1万
|
-$1,942
|
-7
|
-0.5%
|
|
|
2045
|
Sage Rhino Capital
Menlo Park,
California
|
$43万
|
+$1.08万
|
+39
|
+3%
|
|
|
2046
|
United Advisor Group
Cincinnati,
Ohio
|
$42.9万
|
-$10.1万
|
-363
|
-20%
|
|
|
2047
|
Burling Wealth Partners
Chicago,
Illinois
|
$42.8万
|
+$2.97万
|
+107
|
+8%
|
|
|
2048
|
Sunflower Bank
Dallas,
Texas
|
$42.7万
|
+$1.58万
|
+57
|
+4%
|
|
|
2049
|
Sagewood Asset Management
New York
|
$42.7万
|
+$39.8万
|
+1,433
|
新規
|
|
|
2050
|
Verum Partners
Charlotte,
North Carolina
|
$42.7万
|
+$39.7万
|
+1,432
|
新規
|
|
