|
2026
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$3575万
|
+$117万
|
4
|
12.54%
|
買い増し
|
|
|
2027
|
Atwood & Palmer
Kansas City,
Missouri
|
$3572万
|
+$133万
|
8
|
3.19%
|
買い増し
|
|
|
2028
|
Meridian Wealth Advisors
Austin,
Texas
|
$3571万
|
-$150万
|
6
|
8.64%
|
減少
|
|
|
2029
|
Wealth Alliance
Mellville,
New York
|
$3571万
|
+$11.9万
|
8
|
5.34%
|
買い増し
|
|
|
2030
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$3567万
|
+$879万
|
5
|
16.29%
|
買い増し
|
|
|
2031
|
Jessup Wealth Management
Dayton,
Ohio
|
$3566万
|
+$691万
|
3
|
19.09%
|
買い増し
|
|
|
2032
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3565万
|
+$317万
|
5
|
5.21%
|
買い増し
|
|
|
2033
|
Royal Fund Management
Lady Lake,
Florida
|
$3564万
|
-$225万
|
8
|
4.43%
|
減少
|
|
|
2034
|
Lakehouse Capital
Sydney NSW,
Australia
|
$3556万
|
-$307万
|
3
|
30.59%
|
減少
|
|
|
2035
|
Iowa State Bank
Urbandale,
Iowa
|
$3553万
|
-$226万
|
5
|
8.92%
|
減少
|
|
|
2036
|
Knuff & Co
Foster City,
California
|
$3550万
|
+$42.3万
|
6
|
13.3%
|
買い増し
|
|
|
2037
|
Principal Street Partners
Memphis,
Tennessee
|
$3550万
|
-$29.6万
|
6
|
8.44%
|
減少
|
|
|
2038
|
|
$3547万
|
+$100万
|
1
|
4.27%
|
買い増し
|
|
|
2039
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$3545万
|
-$341万
|
5
|
7.54%
|
減少
|
|
|
2040
|
Redwood Capital Management
New York
|
$3544万
|
$0
|
1
|
5.2%
|
維持
|
|
|
2041
|
BFSG LLC
Irvine,
California
|
$3543万
|
+$130万
|
4
|
6.02%
|
買い増し
|
|
|
2042
|
Hohimer Wealth Management
Seattle,
Washington
|
$3542万
|
-$441万
|
6
|
9.78%
|
減少
|
|
|
2043
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3537万
|
+$78.9万
|
7
|
1.41%
|
買い増し
|
|
|
2044
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$3536万
|
-$87.9万
|
9
|
13.36%
|
減少
|
|
|
2045
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$3530万
|
+$203万
|
6
|
1.4%
|
買い増し
|
|
|
2046
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$3527万
|
-$45.8万
|
1
|
2.32%
|
減少
|
|
|
2047
|
Cypress Asset Management
Houston,
Texas
|
$3518万
|
-$62.6万
|
4
|
11.32%
|
減少
|
|
|
2048
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$3518万
|
-$66.4万
|
5
|
20.91%
|
減少
|
|
|
2049
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$3517万
|
-$32.6万
|
6
|
7.15%
|
減少
|
|
|
2050
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$3516万
|
-$85.6万
|
5
|
9.23%
|
減少
|
|
