|
2026
|
Canal Insurance Company
Greenville,
South Carolina
|
$5631万
|
+$330万
|
4
|
12.6%
|
買い増し
|
|
|
2027
|
Personal CFO Solutions
Chester,
New Jersey
|
$5626万
|
-$85.6万
|
13
|
10.41%
|
減少
|
|
|
2028
|
Grove Bank & Trust
Miami,
Florida
|
$5626万
|
-$210万
|
16
|
7.02%
|
減少
|
|
|
2029
|
Two Star Manager
Miami Beach,
Florida
|
$5624万
|
+$110万
|
2
|
24.83%
|
買い増し
|
|
|
2030
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$5617万
|
-$58.2万
|
7
|
3.06%
|
減少
|
|
|
2031
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$5586万
|
-$129万
|
3
|
16.53%
|
減少
|
|
|
2032
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$5579万
|
-$39.3万
|
6
|
2.43%
|
減少
|
|
|
2033
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$5571万
|
-$691万
|
13
|
2.22%
|
減少
|
|
|
2034
|
Morse Asset Management
Darien,
Connecticut
|
$5563万
|
-$341万
|
13
|
12.19%
|
減少
|
|
|
2035
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$5557万
|
+$43.3万
|
11
|
11.14%
|
買い増し
|
|
|
2036
|
Kestra Investment Management
Austin,
Texas
|
$5556万
|
-$244万
|
11
|
1.68%
|
減少
|
|
|
2037
|
Nilsine Partners
Greenwood Village,
Colorado
|
$5546万
|
-$399万
|
8
|
5.6%
|
減少
|
|
|
2038
|
RWC Asset Advisors
Miami,
Florida
|
$5542万
|
-$1498万
|
1
|
13.37%
|
減少
|
|
|
2039
|
Wilsey Asset Management
San Diego,
California
|
$5541万
|
+$6,514
|
1
|
10.21%
|
買い増し
|
|
|
2040
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$5530万
|
-$204万
|
10
|
8.21%
|
減少
|
|
|
2041
|
Apexium Financial
Dallas,
Texas
|
$5529万
|
+$121万
|
7
|
2.93%
|
買い増し
|
|
|
2042
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$5525万
|
+$358万
|
7
|
19.71%
|
買い増し
|
|
|
2043
|
RMR Wealth Builders
Montclair,
New Jersey
|
$5517万
|
+$197万
|
8
|
5.01%
|
買い増し
|
|
|
2044
|
Westover Capital Advisors
Wilmington,
Delaware
|
$5516万
|
-$170万
|
6
|
11.02%
|
減少
|
|
|
2045
|
Atwood & Palmer
Kansas City,
Missouri
|
$5514万
|
+$65.9万
|
8
|
3.45%
|
買い増し
|
|
|
2046
|
RWQ Financial Management Services
Naples,
Florida
|
$5499万
|
+$3064万
|
4
|
23.14%
|
買い増し
|
|
|
2047
|
Orion Investment Company
St. Louis,
Missouri
|
$5493万
|
-$12.2万
|
5
|
19.45%
|
減少
|
|
|
2048
|
J.W. Coons Advisors
Columbus,
Ohio
|
$5487万
|
+$506万
|
7
|
12.41%
|
買い増し
|
|
|
2049
|
GTS Securities
Miami,
Florida
|
$5481万
|
-$1679万
|
12
|
2.44%
|
減少
|
|
|
2050
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$5473万
|
-$34.9万
|
7
|
5.88%
|
減少
|
|