|
2026
|
Global Financial Private Client
Sarasota,
Florida
|
$45.6万
|
+$8,928
|
+34
|
+2%
|
|
|
2027
|
Birch Financial Group
Keene,
New Hampshire
|
$45.5万
|
+$1,050
|
+4
|
+0.2%
|
|
|
2028
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$45.4万
|
+$2,888
|
+11
|
+0.7%
|
|
|
2029
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$45.3万
|
–
|
–
|
–
|
|
|
2030
|
Red Mountain Financial
Fort Collins,
Colorado
|
$45.3万
|
-$14.4万
|
-548
|
-25%
|
|
|
2031
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$45.2万
|
+$6,039
|
+23
|
+1%
|
|
|
2032
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$45.1万
|
+$9,453
|
+36
|
+2%
|
|
|
2033
|
Covenant Asset Management
Chester,
New Jersey
|
$45万
|
–
|
–
|
–
|
|
|
2034
|
NTV Asset Management
Charleston,
West Virginia
|
$45万
|
–
|
–
|
–
|
|
|
2035
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$45万
|
+$525
|
+2
|
+0.1%
|
|
|
2036
|
One Capital Management
Westlake Village,
California
|
$44.9万
|
–
|
–
|
–
|
|
|
2037
|
Simon Quick Advisors
Morristown,
New Jersey
|
$44.9万
|
+$7.69万
|
+293
|
+22%
|
|
|
2038
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$44.9万
|
-$2.84万
|
-108
|
-6%
|
|
|
2039
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$44.9万
|
+$4.88万
|
+186
|
+13%
|
|
|
2040
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$44.6万
|
+$1.84万
|
+70
|
+4%
|
|
|
2041
|
Wynn Capital
Augusta,
Georgia
|
$44.6万
|
+$2.84万
|
+108
|
+7%
|
|
|
2042
|
Marble Wealth
Montgomery,
Alabama
|
$44.6万
|
-$8,665
|
-33
|
-2%
|
|
|
2043
|
James Investment Research
Alpha,
Ohio
|
$44.4万
|
-$1.31万
|
-50
|
-3%
|
|
|
2044
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$44.4万
|
+$42.9万
|
+1,634
|
新規
|
|
|
2045
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$44.4万
|
-$9,978
|
-38
|
-2%
|
|
|
2046
|
Cardiff Park Advisors
Carlsbad,
California
|
$44.4万
|
–
|
–
|
–
|
|
|
2047
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$44.4万
|
+$1,575
|
+6
|
+0.4%
|
|
|
2048
|
PCG Asset Management
Gladstone,
New Jersey
|
$44.3万
|
-$2,626
|
-10
|
-0.6%
|
|
|
2049
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$44.2万
|
+$42.6万
|
+1,624
|
新規
|
|
|
2050
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$44.1万
|
–
|
–
|
–
|
|
