|
2026
|
First Growth Capital
Pikesville,
Maryland
|
$175万
|
–
|
–
|
–
|
|
|
2027
|
Abacus Wealth Partners
Santa Monica,
California
|
$175万
|
+$56.4万
|
+1,577
|
+50%
|
|
|
2028
|
POM Investment Strategies
Raleigh,
North Carolina
|
$175万
|
+$169万
|
+4,730
|
新規
|
|
|
2029
|
Seneca Financial Advisors
Rochester,
New York
|
$175万
|
+$1,788
|
+5
|
+0.1%
|
|
|
2030
|
Archvest Wealth Advisors
Concord,
California
|
$174万
|
+$1.32万
|
+37
|
+0.8%
|
|
|
2031
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$174万
|
-$3.33万
|
-93
|
-2%
|
|
|
2032
|
First Nebraska Trust
Lincoln,
Nebraska
|
$174万
|
–
|
–
|
–
|
|
|
2033
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$174万
|
+$10万
|
+279
|
+6%
|
|
|
2034
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$174万
|
-$5.08万
|
-142
|
-3%
|
|
|
2035
|
Tarbox Family Office
Newport Beach,
California
|
$173万
|
–
|
–
|
–
|
|
|
2036
|
Institute for Wealth Management
Denver,
Colorado
|
$173万
|
-$11万
|
-309
|
-6%
|
|
|
2037
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$173万
|
+$3,933
|
+11
|
+0.2%
|
|
|
2038
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$172万
|
-$4,291
|
-12
|
-0.3%
|
|
|
2039
|
BigSur Wealth Management
Miami,
Florida
|
$172万
|
–
|
–
|
–
|
|
|
2040
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$172万
|
-$3.86万
|
-108
|
-2%
|
|
|
2041
|
MW Advisory
Atlanta,
Georgia
|
$172万
|
+$166万
|
+4,648
|
新規
|
|
|
2042
|
Joel Adams & Associates
Asheville,
North Carolina
|
$172万
|
+$2.32万
|
+65
|
+1%
|
|
|
2043
|
Everpar Advisors
Tulsa,
Oklahoma
|
$172万
|
-$1.25万
|
-35
|
-0.7%
|
|
|
2044
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$172万
|
+$39.1万
|
+1,094
|
+31%
|
|
|
2045
|
KPP Advisory Services
Louisville,
Kentucky
|
$172万
|
-$715
|
-2
|
-0%
|
|
|
2046
|
J. Mark Nickell & Co
Brentwood,
Tennessee
|
$172万
|
-$6.87万
|
-192
|
-4%
|
|
|
2047
|
Flavin Financial Services
Melbourne,
Florida
|
$171万
|
-$5.94万
|
-166
|
-3%
|
|
|
2048
|
Welch Group
Birmingham,
Alabama
|
$171万
|
+$9,297
|
+26
|
+0.6%
|
|
|
2049
|
Journey Advisory Group
Covington,
Kentucky
|
$171万
|
-$4,291
|
-12
|
-0.3%
|
|
|
2050
|
Everest Financial Group
Minneapolis,
Minnesota
|
$171万
|
+$13.9万
|
+390
|
+9%
|
|
