|
2026
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$31.5万
|
-$47.1万
|
-6,080
|
-61%
|
|
|
2027
|
Strategic Financial Planning
Plano,
Texas
|
$31.4万
|
+$30.2万
|
+3,900
|
新規
|
|
|
2028
|
Arlington Trust
Birmingham,
Alabama
|
$31.4万
|
+$3.92万
|
+505
|
+15%
|
|
|
2029
|
Legacy Bridge
West Des Moines,
Iowa
|
$31.3万
|
–
|
–
|
–
|
|
|
2030
|
Abacus Planning Group
Columbia,
South Carolina
|
$31.3万
|
+$4.34万
|
+560
|
+17%
|
|
|
2031
|
Novus Advisors
Greenville,
South Carolina
|
$31.2万
|
-$310
|
-4
|
-0.1%
|
|
|
2032
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$31.2万
|
+$1.52万
|
+196
|
+5%
|
|
|
2033
|
Tocqueville Asset Management
New York
|
$31.2万
|
+$465
|
+6
|
+0.2%
|
|
|
2034
|
North Capital
Salt Lake City,
Utah
|
$31.2万
|
+$775
|
+10
|
+0.3%
|
|
|
2035
|
Summit Asset Management
Memphis,
Tennessee
|
$31.2万
|
+$1,473
|
+19
|
+0.5%
|
|
|
2036
|
Regimen Wealth
Atlanta,
Georgia
|
$31.1万
|
+$3,876
|
+50
|
+1%
|
|
|
2037
|
Kanawha Capital Management
Richmond,
Virginia
|
$31.1万
|
-$155
|
-2
|
-0.1%
|
|
|
2038
|
Townsend Asset Management
Raleigh,
North Carolina
|
$31万
|
-$1.5万
|
-193
|
-5%
|
|
|
2039
|
GSG Advisors
Mount Laurel,
New Jersey
|
$31万
|
+$775
|
+10
|
+0.3%
|
|
|
2040
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$30.9万
|
-$4.03万
|
-520
|
-12%
|
|
|
2041
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$30.9万
|
+$2.34万
|
+302
|
+9%
|
|
|
2042
|
Tradition Wealth Management
Edina,
Minnesota
|
$30.9万
|
-$1.47万
|
-189
|
-5%
|
|
|
2043
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$30.7万
|
+$2.08万
|
+268
|
+8%
|
|
|
2044
|
Private Capital Management (Florida)
Naples,
Florida
|
$30.7万
|
-$8,760
|
-113
|
-3%
|
|
|
2045
|
|
$30.7万
|
-$8.33万
|
-1,074
|
-22%
|
|
|
2046
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$30.6万
|
-$2.17万
|
-280
|
-7%
|
|
|
2047
|
Financial Management Network
Mission Viejo,
California
|
$30.6万
|
+$29.6万
|
+3,816
|
新規
|
|
|
2048
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$30.6万
|
+$3,644
|
+47
|
+1%
|
|
|
2049
|
URS Advisory
Jupiter,
Florida
|
$30.4万
|
+$853
|
+11
|
+0.3%
|
|
|
2050
|
Financial Advisors Network
Tustin,
California
|
$30.2万
|
+$78
|
+1
|
+0%
|
|
