|
2026
|
GeoWealth Management
Chicago,
Illinois
|
$6767万
|
-$451万
|
12
|
2.13%
|
減少
|
|
|
2027
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
$6765万
|
+$7300万
|
2
|
3.11%
|
新規
|
|
|
2028
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$6759万
|
+$265万
|
8
|
10.23%
|
買い増し
|
|
|
2029
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$6757万
|
+$3053万
|
10
|
4.39%
|
買い増し
|
|
|
2030
|
Kestra Investment Management
Austin,
Texas
|
$6756万
|
+$903万
|
12
|
1.31%
|
買い増し
|
|
|
2031
|
Bulltick Wealth Management
Miami,
Florida
|
$6750万
|
-$117万
|
7
|
13.77%
|
減少
|
|
|
2032
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$6743万
|
+$802万
|
7
|
9.56%
|
買い増し
|
|
|
2033
|
Avantyr Capital Partners
New York
|
$6742万
|
+$621万
|
1
|
2.48%
|
買い増し
|
|
|
2034
|
Morse Asset Management
Darien,
Connecticut
|
$6734万
|
-$167万
|
12
|
11.15%
|
減少
|
|
|
2035
|
Claro Advisors
Boston,
Massachusetts
|
$6730万
|
+$65.3万
|
9
|
7.06%
|
買い増し
|
|
|
2036
|
Portside Wealth Group
Provo,
Utah
|
$6722万
|
+$93万
|
12
|
7.83%
|
買い増し
|
|
|
2037
|
Meridian Wealth Advisors
Austin,
Texas
|
$6719万
|
+$143万
|
8
|
7.63%
|
買い増し
|
|
|
2038
|
Elk River Wealth Management
Denver,
Colorado
|
$6714万
|
-$553万
|
4
|
10.7%
|
減少
|
|
|
2039
|
Asio Capital
Lexington,
Kentucky
|
$6712万
|
-$276万
|
5
|
8.59%
|
減少
|
|
|
2040
|
John G. Ullman & Associates
Corning,
New York
|
$6708万
|
+$44.4万
|
9
|
8.14%
|
買い増し
|
|
|
2041
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$6707万
|
+$863万
|
7
|
16.07%
|
買い増し
|
|
|
2042
|
Bouchey Financial Group
Troy,
New York
|
$6697万
|
+$2905万
|
6
|
4.33%
|
買い増し
|
|
|
2043
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$6696万
|
-$8.21万
|
6
|
5.34%
|
減少
|
|
|
2044
|
Rockline Wealth Management
Plainview,
New York
|
$6694万
|
+$30.4万
|
7
|
12.81%
|
買い増し
|
|
|
2045
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$6682万
|
-$49.4万
|
6
|
14.38%
|
減少
|
|
|
2046
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$6672万
|
+$874万
|
10
|
5.76%
|
買い増し
|
|
|
2047
|
Covenant Asset Management
Chester,
New Jersey
|
$6666万
|
-$185万
|
5
|
11.21%
|
減少
|
|
|
2048
|
New Hampshire Trust
Concord,
New Hampshire
|
$6663万
|
+$33.3万
|
6
|
12.57%
|
買い増し
|
|
|
2049
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$6654万
|
+$524万
|
6
|
13.81%
|
買い増し
|
|
|
2050
|
Westover Capital Advisors
Wilmington,
Delaware
|
$6650万
|
+$63万
|
4
|
11.05%
|
買い増し
|
|
