|
2026
|
Wealthstream Advisors
New York
|
$71.8万
|
+$1.57万
|
1
|
0.13%
|
買い増し
|
|
|
2027
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$71.7万
|
-$1,223
|
1
|
0.3%
|
減少
|
|
|
2028
|
Harvey Investment Company
Louisville,
Kentucky
|
$71.7万
|
$0
|
1
|
0.08%
|
維持
|
|
|
2029
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$71.6万
|
+$8,561
|
1
|
0.26%
|
買い増し
|
|
|
2030
|
Cooper/Haims Advisors
Victor,
New York
|
$71.6万
|
-$8,317
|
1
|
0.39%
|
減少
|
|
|
2031
|
Southland Equity Partners
Wildwood,
Missouri
|
$71.5万
|
+$11.2万
|
2
|
0.17%
|
買い増し
|
|
|
2032
|
XTX Topco
George Town,
Cayman Islands
|
$71.4万
|
-$305万
|
3
|
0.04%
|
減少
|
|
|
2033
|
Planning Alternatives
Birmingham,
Michigan
|
$71.3万
|
$0
|
1
|
0.11%
|
維持
|
|
|
2034
|
Sapient Capital
Indianapolis,
Indiana
|
$71.3万
|
+$9,050
|
1
|
0.01%
|
買い増し
|
|
|
2035
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$71.2万
|
-$6.12万
|
1
|
0.26%
|
減少
|
|
|
2036
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$71.2万
|
+$4.26万
|
1
|
0.32%
|
買い増し
|
|
|
2037
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$71.2万
|
-$7.9万
|
1
|
0.11%
|
減少
|
|
|
2038
|
3Chopt Investment Partners
Richmond,
Virginia
|
$71.1万
|
+$70万
|
1
|
0.19%
|
新規
|
|
|
2039
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$71.1万
|
$0
|
1
|
0.49%
|
維持
|
|
|
2040
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$71.1万
|
-$35万
|
1
|
0.63%
|
減少
|
|
|
2041
|
Strategy Asset Managers
Pasadena,
California
|
$70.9万
|
+$69.8万
|
1
|
0.15%
|
新規
|
|
|
2042
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$70.8万
|
-$1,468
|
1
|
0.06%
|
減少
|
|
|
2043
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$70.7万
|
+$2.86万
|
1
|
0.32%
|
買い増し
|
|
|
2044
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$70.6万
|
$0
|
1
|
0.23%
|
維持
|
|
|
2045
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$70.3万
|
-$2.47万
|
1
|
0.07%
|
減少
|
|
|
2046
|
ORG Partners
Roanoke,
Indiana
|
$70.2万
|
-$182万
|
3
|
0.17%
|
減少
|
|
|
2047
|
Fortitude Family Office
Scottsdale,
Arizona
|
$70.2万
|
-$72.6万
|
1
|
0.25%
|
減少
|
|
|
2048
|
Founders Fund V Management
San Francisco,
California
|
$70.2万
|
$0
|
1
|
65.6%
|
維持
|
|
|
2049
|
Tyche Wealth Partners
Plano,
Texas
|
$70万
|
-$6.07万
|
1
|
0.15%
|
減少
|
|
|
2050
|
ANB Bank
Denver,
Colorado
|
$70万
|
+$1.57万
|
1
|
0.31%
|
買い増し
|
|
