|
2026
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
US$42.9만
|
-US$7.01만
|
-410
|
-15%
|
|
|
2027
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
US$42.8만
|
-US$1.88천
|
-11
|
-0.5%
|
|
|
2028
|
Impact Investors
San Francisco,
California
|
US$42.8만
|
–
|
–
|
–
|
|
|
2029
|
Vista Capital Partners
Portland,
Oregon
|
US$42.8만
|
-US$1.4만
|
-82
|
-4%
|
|
|
2030
|
McDonald Partners
Cleveland,
Ohio
|
US$42.8만
|
+US$5.06만
|
+296
|
+15%
|
|
|
2031
|
Legacy Financial Strategies
Overland Park,
Kansas
|
US$42.7만
|
–
|
–
|
–
|
|
|
2032
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
US$42.5만
|
-US$8.71천
|
-51
|
-2%
|
|
|
2033
|
Pearl Planning
Dexter,
Michigan
|
US$42.5만
|
–
|
–
|
–
|
|
|
2034
|
Provident Wealth Management
Brentwood,
Tennessee
|
US$42.5만
|
-US$1.9만
|
-111
|
-5%
|
|
|
2035
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$42.5만
|
+US$1.06만
|
+62
|
+3%
|
|
|
2036
|
Atlas Brown
Louisville,
Kentucky
|
US$42.3만
|
–
|
–
|
–
|
|
|
2037
|
Able Wealth Management
Toms River,
New Jersey
|
US$42만
|
-US$2.73천
|
-16
|
-0.7%
|
|
|
2038
|
Transcendent Capital Group
Edmond,
Oklahoma
|
US$41.9만
|
–
|
–
|
–
|
|
|
2039
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
US$41.9만
|
+US$513
|
+3
|
+0.1%
|
|
|
2040
|
Axiom Investment Management
New York
|
US$41.8만
|
-US$3.42만
|
-200
|
-8%
|
|
|
2041
|
PCM Encore
Aspen,
Colorado
|
US$41.8만
|
–
|
–
|
–
|
|
|
2042
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
US$41.8만
|
+US$37.4만
|
+2,191
|
신규
|
|
|
2043
|
Horrell Capital Management
Little Rock,
Arkansas
|
US$41.7만
|
–
|
–
|
–
|
|
|
2044
|
Wick Capital Partners
Wayne,
Pennsylvania
|
US$41.6만
|
–
|
–
|
–
|
|
|
2045
|
Wealth Care LLC
Merritt Island,
Florida
|
US$41.6만
|
+US$37.3만
|
+2,183
|
신규
|
|
|
2046
|
Ark Wealth Advisors
Yorba Linda,
California
|
US$41.5만
|
-US$3.72만
|
-218
|
-9%
|
|
|
2047
|
McMorgan & Co
San Francisco,
California
|
US$41.4만
|
-US$8.95만
|
-524
|
-19%
|
|
|
2048
|
Asset Dedication LLC
San Francisco,
California
|
US$41.4만
|
+US$5.67만
|
+332
|
+18%
|
|
|
2049
|
Cypress Wealth Services
Palm Desert,
California
|
US$41.3만
|
-US$683
|
-4
|
-0.2%
|
|
|
2050
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
US$41.1만
|
–
|
–
|
–
|
|
