|
2026
|
Old North State Trust
Greensboro,
North Carolina
|
US$406만
|
+US$2.11만
|
+29
|
+0.5%
|
|
|
2027
|
Wealth Care LLC
Merritt Island,
Florida
|
US$406만
|
+US$728
|
+1
|
+0%
|
|
|
2028
|
Gilpin Wealth Management
Denver,
Colorado
|
US$406만
|
-US$17.1만
|
-235
|
-4%
|
|
|
2029
|
Vontobel Holding
Zurich,
Switzerland
|
US$404만
|
+US$27.9만
|
+383
|
+8%
|
|
|
2030
|
Invested Advisors
State College,
Pennsylvania
|
US$404만
|
-US$45.3만
|
-622
|
-10%
|
|
|
2031
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
US$403만
|
-US$4.59만
|
-63
|
-1%
|
|
|
2032
|
Premier Path Wealth Partners
Madison,
New Jersey
|
US$401만
|
+US$28.5만
|
+392
|
+8%
|
|
|
2033
|
Edgestream Partners
Princeton,
New Jersey
|
US$400만
|
+US$25.3만
|
+347
|
+7%
|
|
|
2034
|
RCS Financial Planning
Annapolis,
Maryland
|
US$400만
|
+US$62.8만
|
+862
|
+19%
|
|
|
2035
|
Schnieders Capital Management
Pasadena,
California
|
US$400만
|
+US$5.1만
|
+70
|
+1%
|
|
|
2036
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$399만
|
+US$5.75만
|
+79
|
+2%
|
|
|
2037
|
REAP Financial Group
Austin,
Texas
|
US$395만
|
-US$20.1만
|
-276
|
-5%
|
|
|
2038
|
Goodman Financial
Houston,
Texas
|
US$395만
|
–
|
–
|
–
|
|
|
2039
|
Liberty Capital Management
Birmingham,
Michigan
|
US$394만
|
+US$383만
|
+5,260
|
신규
|
|
|
2040
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
US$394만
|
+US$11.1만
|
+152
|
+3%
|
|
|
2041
|
Evolve Private Wealth
Los Angeles,
California
|
US$393만
|
-US$990만
|
-13,592
|
-72%
|
|
|
2042
|
Upper Left Wealth Management
Tampa,
Florida
|
US$393만
|
+US$33.7만
|
+463
|
+10%
|
|
|
2043
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
US$393만
|
–
|
–
|
–
|
|
|
2044
|
Tolleson Wealth Management
Dallas,
Texas
|
US$392만
|
–
|
–
|
–
|
|
|
2045
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$392만
|
–
|
–
|
–
|
|
|
2046
|
Stenger Family Office
Naperville,
Illinois
|
US$391만
|
-US$9.18만
|
-126
|
-2%
|
|
|
2047
|
Encompass Wealth Advisors
Portland,
Oregon
|
US$391만
|
-US$2.84만
|
-39
|
-0.7%
|
|
|
2048
|
Elmwood Wealth Management
Berkeley,
California
|
US$389만
|
–
|
–
|
–
|
|
|
2049
|
Fortis Group Advisors
Westwood,
New Jersey
|
US$389만
|
-US$8.74천
|
-12
|
-0.2%
|
|
|
2050
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
US$388만
|
-US$4.73만
|
-65
|
-1%
|
|
