|
2026
|
Alpha Financial Partners
Lexington,
Kentucky
|
$152万
|
+$81
|
1
|
0.8%
|
買い増し
|
|
|
2027
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$152万
|
-$136万
|
1
|
0.7%
|
減少
|
|
|
2028
|
CVA Family Office
Denver,
Colorado
|
$152万
|
-$18.5万
|
11
|
0.14%
|
減少
|
|
|
2029
|
|
$152万
|
-$27万
|
3
|
0.47%
|
減少
|
|
|
2030
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$151万
|
-$2.35万
|
4
|
0.03%
|
減少
|
|
|
2031
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$151万
|
+$19万
|
2
|
0.1%
|
買い増し
|
|
|
2032
|
Center for Financial Planning
Southfied,
Michigan
|
$151万
|
+$1.2万
|
5
|
0.14%
|
買い増し
|
|
|
2033
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$151万
|
-$117万
|
5
|
0.08%
|
減少
|
|
|
2034
|
Diversified Enterprises
Wilmington,
Delaware
|
$151万
|
-$37.4万
|
2
|
0.07%
|
減少
|
|
|
2035
|
Western Financial Corp
San Diego,
California
|
$151万
|
+$10万
|
2
|
0.44%
|
買い増し
|
|
|
2036
|
Clark Asset Management
Stratham,
New Hampshire
|
$151万
|
+$22.5万
|
2
|
0.12%
|
買い増し
|
|
|
2037
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$151万
|
-$16.1万
|
4
|
0.16%
|
減少
|
|
|
2038
|
InTrack Investment Management
South Burlington,
Vermont
|
$150万
|
-$9,085
|
1
|
0.74%
|
減少
|
|
|
2039
|
Centaurus Financial
Anaheim,
California
|
$150万
|
+$29.9万
|
3
|
0.06%
|
買い増し
|
|
|
2040
|
Monetary Management Group
St Louis,
Missouri
|
$150万
|
-$58.3万
|
4
|
0.31%
|
減少
|
|
|
2041
|
Werlinich Asset Management
Stamford,
Connecticut
|
$150万
|
-$232万
|
1
|
0.57%
|
減少
|
|
|
2042
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$150万
|
+$51.1万
|
3
|
0.28%
|
買い増し
|
|
|
2043
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$149万
|
+$3.45万
|
1
|
0.76%
|
買い増し
|
|
|
2044
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$149万
|
-$2.75万
|
5
|
0.92%
|
減少
|
|
|
2045
|
Carret Asset Management
New York
|
$149万
|
-$79.6万
|
2
|
0.13%
|
減少
|
|
|
2046
|
American Money Management
Rancho Santa Fe,
California
|
$149万
|
-$151万
|
1
|
0.21%
|
減少
|
|
|
2047
|
Blue Jean Financial
Albany,
New York
|
$149万
|
+$2.4万
|
1
|
1.03%
|
買い増し
|
|
|
2048
|
EPG Wealth Management
Atlanta,
Georgia
|
$148万
|
-$113万
|
2
|
0.36%
|
減少
|
|
|
2049
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$148万
|
-$53.1万
|
2
|
0.84%
|
減少
|
|
|
2050
|
Trinity Financial Advisors
Columbus,
Ohio
|
$148万
|
$0
|
1
|
0.38%
|
維持
|
|
