|
2026
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$64.3万
|
+$65.1万
|
1
|
0.37%
|
新規
|
|
|
2027
|
Astoria Portfolio Advisors
New York
|
$64万
|
-$1.67万
|
1
|
0.23%
|
減少
|
|
|
2028
|
Cooper/Haims Advisors
Victor,
New York
|
$64万
|
-$2.41万
|
1
|
0.36%
|
減少
|
|
|
2029
|
Kiker Wealth Management
Jasper,
Georgia
|
$63.8万
|
+$64.6万
|
1
|
0.52%
|
新規
|
|
|
2030
|
L.K. Benson & Company
Baltimore,
Maryland
|
$63.8万
|
+$64.6万
|
1
|
0.45%
|
新規
|
|
|
2031
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$63.5万
|
+$1,114
|
1
|
0.27%
|
買い増し
|
|
|
2032
|
Howard Capital Management Group
Los Angeles,
California
|
$63.4万
|
$0
|
1
|
0.04%
|
維持
|
|
|
2033
|
Harvey Investment Company
Louisville,
Kentucky
|
$63.4万
|
$0
|
1
|
0.07%
|
維持
|
|
|
2034
|
Novare Capital Management
Charlotte,
North Carolina
|
$63.3万
|
+$11.4万
|
1
|
0.05%
|
買い増し
|
|
|
2035
|
Quantum Financial Advisors
El Segundo,
California
|
$63.3万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2036
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$63.3万
|
+$1.01万
|
4
|
0.21%
|
買い増し
|
|
|
2037
|
Planning Alternatives
Birmingham,
Michigan
|
$63.1万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2038
|
Citizens Business Bank
Ontario,
California
|
$63万
|
-$40.1万
|
1
|
0.12%
|
減少
|
|
|
2039
|
Retireful LLC
Haslett,
Michigan
|
$62.9万
|
+$63.7万
|
1
|
0.35%
|
新規
|
|
|
2040
|
D'Orazio & Associates
Falls Church,
Virginia
|
$62.9万
|
+$2,895
|
1
|
0.09%
|
買い増し
|
|
|
2041
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$62.8万
|
$0
|
1
|
0.43%
|
維持
|
|
|
2042
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$62.8万
|
+$63.6万
|
1
|
0.22%
|
新規
|
|
|
2043
|
First Bankers Trust
Louisville,
Kentucky
|
$62.8万
|
$0
|
1
|
0.25%
|
維持
|
|
|
2044
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$62.7万
|
+$11.8万
|
1
|
0.05%
|
買い増し
|
|
|
2045
|
Smith Group Asset Management
Dallas,
Texas
|
$62.7万
|
+$37.6万
|
1
|
0.05%
|
新規
|
|
|
2046
|
|
$62.6万
|
+$15万
|
1
|
0.16%
|
買い増し
|
|
|
2047
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$62.5万
|
+$39.8万
|
1
|
0.25%
|
買い増し
|
|
|
2048
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$62.4万
|
$0
|
1
|
0.21%
|
維持
|
|
|
2049
|
Sapient Capital
Indianapolis,
Indiana
|
$62.3万
|
+$1.83万
|
1
|
0.01%
|
買い増し
|
|
|
2050
|
Wealthstream Advisors
New York
|
$62万
|
+$6.77万
|
1
|
0.11%
|
買い増し
|
|
