|
2026
|
Cypress Wealth Services
Palm Desert,
California
|
$196万
|
+$6.7万
|
+540
|
+3%
|
|
|
2027
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$195万
|
+$1.37万
|
+110
|
+0.6%
|
|
|
2028
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$195万
|
-$3,600
|
-29
|
-0.2%
|
|
|
2029
|
Jackson Square Capital
San Francisco,
California
|
$195万
|
-$1.37万
|
-110
|
-0.6%
|
|
|
2030
|
Catalyst Capital Advisors
Huntington,
New York
|
$195万
|
-$5.71万
|
-460
|
-3%
|
|
|
2031
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$195万
|
+$3.02万
|
+243
|
+1%
|
|
|
2032
|
Alta Advisers
London,
United Kingdom
|
$195万
|
–
|
–
|
–
|
|
|
2033
|
Manchester Financial
Westlake Village,
California
|
$195万
|
+$214万
|
+17,208
|
新規
|
|
|
2034
|
Spreng Capital Management
Bucyrus,
Ohio
|
$195万
|
-$2.17万
|
-175
|
-1%
|
|
|
2035
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$195万
|
–
|
–
|
–
|
|
|
2036
|
Net Worth Advisory Group
Sandy,
Utah
|
$194万
|
-$13.2万
|
-1,061
|
-6%
|
|
|
2037
|
Compass Financial Management
Tampa,
Florida
|
$194万
|
+$215万
|
+17,336
|
新規
|
|
|
2038
|
Somerset Group
Wayzata,
Minnesota
|
$194万
|
+$2.61万
|
+210
|
+1%
|
|
|
2039
|
Virtue Asset Management
Barrington,
Illinois
|
$194万
|
-$1.79万
|
-144
|
-0.8%
|
|
|
2040
|
Wealth Management Partners
Tucson,
Arizona
|
$193万
|
+$4.58万
|
+369
|
+2%
|
|
|
2041
|
Geneva Capital Management
Milwaukee,
Wisconsin
|
$193万
|
-$30.8万
|
-2,484
|
-13%
|
|
|
2042
|
Impact Partnership Wealth
Marietta,
Georgia
|
$193万
|
-$183万
|
-14,701
|
-46%
|
|
|
2043
|
BayBridge Capital Group
Pleasanton,
California
|
$193万
|
-$10.7万
|
-861
|
-5%
|
|
|
2044
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$193万
|
–
|
–
|
–
|
|
|
2045
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$193万
|
-$1.75万
|
-141
|
-0.8%
|
|
|
2046
|
Investment Partners
New Philadelphia,
Ohio
|
$192万
|
-$21.2万
|
-1,705
|
-9%
|
|
|
2047
|
Fulcrum Equity Management
Plano,
Texas
|
$191万
|
+$8,442
|
+68
|
+0.4%
|
|
|
2048
|
Simplify Asset Management
Las Vegas,
Nevada
|
$191万
|
+$33.2万
|
+2,673
|
+19%
|
|
|
2049
|
TRB Wealth Management
Houston,
Texas
|
$191万
|
-$17.2万
|
-1,387
|
-8%
|
|
|
2050
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$191万
|
+$4.2万
|
+338
|
+2%
|
|
