|
2026
|
Algert Global
San Francisco,
California
|
$3083万
|
+$615万
|
13
|
1.46%
|
買い増し
|
|
|
2027
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3079万
|
+$66.5万
|
9
|
8.86%
|
買い増し
|
|
|
2028
|
Redwood Capital Management
New York
|
$3079万
|
+$2963万
|
1
|
4.55%
|
新規
|
|
|
2029
|
WealthSource Partners
San Luis Obispo,
California
|
$3076万
|
-$150万
|
8
|
2.08%
|
減少
|
|
|
2030
|
Sargent Investment Group
Bethesda,
Maryland
|
$3070万
|
-$11.6万
|
6
|
8.1%
|
減少
|
|
|
2031
|
Redwood Investments
Boston,
Massachusetts
|
$3069万
|
-$218万
|
4
|
3.92%
|
減少
|
|
|
2032
|
Daily Journal Corp
Los Angeles,
California
|
$3065万
|
$0
|
1
|
19.04%
|
維持
|
|
|
2033
|
Principal Street Partners
Memphis,
Tennessee
|
$3063万
|
+$32.7万
|
6
|
7.74%
|
買い増し
|
|
|
2034
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$3057万
|
-$84.6万
|
8
|
12.58%
|
減少
|
|
|
2035
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$3049万
|
+$61万
|
5
|
4.07%
|
買い増し
|
|
|
2036
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$3047万
|
-$42.4万
|
6
|
9.69%
|
減少
|
|
|
2037
|
Valliance Asset Management
Central,
Hong Kong
|
$3046万
|
$0
|
1
|
54.39%
|
維持
|
|
|
2038
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$3031万
|
+$1367万
|
4
|
6.8%
|
買い増し
|
|
|
2039
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3028万
|
+$452万
|
7
|
4%
|
買い増し
|
|
|
2040
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3027万
|
+$255万
|
25
|
3.77%
|
買い増し
|
|
|
2041
|
Family Management
New York
|
$3023万
|
-$239万
|
5
|
6.96%
|
減少
|
|
|
2042
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$3020万
|
-$499万
|
8
|
3.97%
|
減少
|
|
|
2043
|
Pine Valley Investments
Marlton,
New Jersey
|
$3014万
|
+$3050万
|
8
|
4.46%
|
新規
|
|
|
2044
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$3011万
|
-$15.2万
|
5
|
19.26%
|
減少
|
|
|
2045
|
Duncker Streett & Co
St. Louis,
Missouri
|
$3008万
|
-$26.4万
|
10
|
7.16%
|
減少
|
|
|
2046
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3003万
|
-$1.86万
|
5
|
6.76%
|
減少
|
|
|
2047
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3002万
|
-$45.6万
|
9
|
4.82%
|
減少
|
|
|
2048
|
Herald Investment Management
London,
United Kingdom
|
$3000万
|
+$81.5万
|
9
|
6.67%
|
買い増し
|
|
|
2049
|
Scott & Selber Inc
Houston,
Texas
|
$2998万
|
+$5.82万
|
4
|
12.76%
|
買い増し
|
|
|
2050
|
First Personal Financial Services
Charlotte,
North Carolina
|
$2995万
|
+$12.8万
|
7
|
7.77%
|
買い増し
|
|
