|
2026
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$30万
|
–
|
–
|
–
|
|
|
2027
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$29.9万
|
-$4,585
|
-16
|
-2%
|
|
|
2028
|
Stonebrook Private
Northville,
Michigan
|
$29.8万
|
+$1.83万
|
+64
|
+7%
|
|
|
2029
|
Clarendon Private
Boston,
Massachusetts
|
$29.8万
|
+$28.1万
|
+982
|
新規
|
|
|
2030
|
Forum Private Client Group
Fishers,
Indiana
|
$29.7万
|
-$3,439
|
-12
|
-1%
|
|
|
2031
|
Lexington Hill Partners
Dallas,
Texas
|
$29.7万
|
+$860
|
+3
|
+0.3%
|
|
|
2032
|
Partnership Wealth Management
Towson,
Maryland
|
$29.6万
|
-$5,445
|
-19
|
-2%
|
|
|
2033
|
Pacific Park Financial
Lagina Hills,
California
|
$29.5万
|
+$27.9万
|
+972
|
新規
|
|
|
2034
|
Crumly & Associates
Springfield,
Illinois
|
$29.4万
|
-$1.58万
|
-55
|
-5%
|
|
|
2035
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$29.3万
|
-$1,720
|
-6
|
-0.6%
|
|
|
2036
|
CacheTech Inc
Logan,
Utah
|
$29.2万
|
–
|
–
|
–
|
|
|
2037
|
Teachers Insurance & Annuity Association of America
New York
|
$29.2万
|
+$5.85万
|
+204
|
+27%
|
|
|
2038
|
Everstar Asset Management
Mooresville,
North Carolina
|
$29.1万
|
–
|
–
|
–
|
|
|
2039
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$29.1万
|
+$287
|
+1
|
+0.1%
|
|
|
2040
|
United Community Bank
Greenville,
South Carolina
|
$29万
|
–
|
–
|
–
|
|
|
2041
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$28.9万
|
+$860
|
+3
|
+0.3%
|
|
|
2042
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$28.7万
|
–
|
–
|
–
|
|
|
2043
|
3 Factor Indexing
Sacramento,
California
|
$28.7万
|
–
|
–
|
–
|
|
|
2044
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$28.6万
|
–
|
–
|
–
|
|
|
2045
|
Carmel Capital Partners
San Diego,
California
|
$28.5万
|
-$1.29万
|
-45
|
-5%
|
|
|
2046
|
Hollencrest Capital Management
Newport Beach,
California
|
$28.5万
|
-$5.45万
|
-190
|
-17%
|
|
|
2047
|
Telos Capital Management
San Diego,
California
|
$28.5万
|
+$26.9万
|
+940
|
新規
|
|
|
2048
|
Novus Advisors
Greenville,
South Carolina
|
$28.3万
|
-$3,152
|
-11
|
-1%
|
|
|
2049
|
RS Crum Inc
Newport Beach,
California
|
$28.2万
|
+$2.18万
|
+76
|
+9%
|
|
|
2050
|
Strong Retirement Solutions
Silverdale,
Washington
|
$28.2万
|
+$1.83万
|
+64
|
+7%
|
|
