|
2026
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$36.9万
|
–
|
–
|
–
|
|
|
2027
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$36.9万
|
-$2.11万
|
-92
|
-6%
|
|
|
2028
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$36.9万
|
+$1,148
|
+5
|
+0.3%
|
|
|
2029
|
Wayfinding Financial
Lynnwood,
Washington
|
$36.8万
|
+$8,726
|
+38
|
+3%
|
|
|
2030
|
Provident Wealth Management
Brentwood,
Tennessee
|
$36.8万
|
+$1,378
|
+6
|
+0.4%
|
|
|
2031
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$36.7万
|
+$3.9万
|
+170
|
+12%
|
|
|
2032
|
Uniting Wealth Partners
Mission,
Kansas
|
$36.6万
|
-$22.4万
|
-976
|
-39%
|
|
|
2033
|
WP Advisors
San Francisco,
California
|
$36.5万
|
+$1,607
|
+7
|
+0.5%
|
|
|
2034
|
LifeWealth Investments
Winter Garden,
Florida
|
$36.5万
|
+$2.57万
|
+112
|
+8%
|
|
|
2035
|
Wealthcare Capital Management
Richmond,
Virginia
|
$36.4万
|
-$1.29万
|
-56
|
-4%
|
|
|
2036
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$36.3万
|
+$459
|
+2
|
+0.1%
|
|
|
2037
|
Hills Bank & Trust
North Liberty,
Iowa
|
$36.2万
|
–
|
–
|
–
|
|
|
2038
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$36.2万
|
+$230
|
+1
|
+0.1%
|
|
|
2039
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$36.2万
|
+$1.35万
|
+59
|
+4%
|
|
|
2040
|
Lodestone Wealth Management
Spokane,
Washington
|
$36万
|
-$1.52万
|
-66
|
-4%
|
|
|
2041
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$36万
|
–
|
–
|
–
|
|
|
2042
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$36万
|
-$4,592
|
-20
|
-1%
|
|
|
2043
|
Old Port Advisors
Portland,
Maine
|
$36万
|
+$5.3万
|
+231
|
+18%
|
|
|
2044
|
Bouchey Financial Group
Troy,
New York
|
$36万
|
+$230
|
+1
|
+0.1%
|
|
|
2045
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$35.9万
|
-$1.01万
|
-44
|
-3%
|
|
|
2046
|
Checchi Capital Advisers
Beverly Hills,
California
|
$35.9万
|
-$3.56万
|
-155
|
-9%
|
|
|
2047
|
West Branch Capital
Amherst,
Massachusetts
|
$35.9万
|
-$3.4万
|
-148
|
-9%
|
|
|
2048
|
Intrua Financial
Houston,
Texas
|
$35.9万
|
-$6.7万
|
-292
|
-16%
|
|
|
2049
|
Kings Path Partners
Sugar Land,
Texas
|
$35.8万
|
-$8,496
|
-37
|
-2%
|
|
|
2050
|
Cassady Wealth & Retirement Planning
Henderson,
Nevada
|
$35.7万
|
-$4.59万
|
-200
|
-12%
|
|
