|
2026
|
Herald Investment Management
London,
United Kingdom
|
$1258万
|
-$29.8万
|
6
|
3.95%
|
減少
|
|
|
2027
|
West Coast Financial
Santa Barbara,
California
|
$1254万
|
-$253万
|
4
|
3.53%
|
減少
|
|
|
2028
|
Financial Sense Advisors
San Diego,
California
|
$1252万
|
-$6.59万
|
5
|
5.79%
|
減少
|
|
|
2029
|
Cheviot Value Management
Beverly Hills,
California
|
$1252万
|
-$43.6万
|
2
|
6.48%
|
減少
|
|
|
2030
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1247万
|
+$1219万
|
3
|
8.85%
|
新規
|
|
|
2031
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$1242万
|
+$29万
|
3
|
10.6%
|
買い増し
|
|
|
2032
|
S&T Bank
Indiana,
Pennsylvania
|
$1242万
|
+$8.63万
|
1
|
2.1%
|
買い増し
|
|
|
2033
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1239万
|
+$1225万
|
4
|
1.33%
|
新規
|
|
|
2034
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1237万
|
+$69.5万
|
6
|
4.59%
|
買い増し
|
|
|
2035
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$1236万
|
+$7.11万
|
3
|
5.25%
|
買い増し
|
|
|
2036
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1236万
|
+$40.5万
|
8
|
6.18%
|
買い増し
|
|
|
2037
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1232万
|
-$191万
|
9
|
5.18%
|
減少
|
|
|
2038
|
HeadInvest LLC
Portland,
Maine
|
$1230万
|
-$31.7万
|
5
|
3.79%
|
減少
|
|
|
2039
|
Sawyer & Company
Boston,
Massachusetts
|
$1230万
|
+$1209万
|
7
|
8.07%
|
新規
|
|
|
2040
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1230万
|
-$537万
|
6
|
1.13%
|
減少
|
|
|
2041
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1228万
|
-$25.2万
|
1
|
3.08%
|
減少
|
|
|
2042
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$1228万
|
-$49.9万
|
6
|
7.99%
|
減少
|
|
|
2043
|
Wellington Shields & Co
New York
|
$1226万
|
-$2.52万
|
5
|
6.59%
|
減少
|
|
|
2044
|
Teewinot Capital Advisers
New York
|
$1226万
|
-$103万
|
4
|
5.17%
|
減少
|
|
|
2045
|
Summit Securities Group
New York
|
$1225万
|
+$1024万
|
3
|
1.46%
|
買い増し
|
|
|
2046
|
Rikoon Group
Santa Fe,
New Mexico
|
$1220万
|
-$34.3万
|
6
|
5.04%
|
減少
|
|
|
2047
|
Clearstead Trust
Portland,
Maine
|
$1217万
|
-$17.2万
|
6
|
8.32%
|
減少
|
|
|
2048
|
Consolidated Capital Management
Burbank,
California
|
$1212万
|
+$61.6万
|
3
|
12.51%
|
買い増し
|
|
|
2049
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$1209万
|
+$126万
|
10
|
3.97%
|
買い増し
|
|
|
2050
|
King Wealth Management Group
Naples,
Florida
|
$1208万
|
+$54.6万
|
6
|
4.27%
|
買い増し
|
|
