|
2026
|
DHJJ Financial Advisors
Naperville,
Illinois
|
US$ 12 mil
|
+US$ 11,9 mil
|
1
|
0%
|
Nova
|
|
|
2027
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
US$ 12 mil
|
+US$ 11,9 mil
|
1
|
0%
|
Nova
|
|
|
2028
|
Pioneer Family Office
North Miami Beach,
Florida
|
US$ 12 mil
|
+US$ 11,9 mil
|
1
|
0,01%
|
Nova
|
|
|
2029
|
Fort Point Capital Partners
San Francisco,
California
|
US$ 11,8 mil
|
+US$ 11,7 mil
|
1
|
0%
|
Nova
|
|
|
2030
|
MTM Investment Management
Spartanburg,
South Carolina
|
US$ 11,8 mil
|
+US$ 11,7 mil
|
1
|
0%
|
Nova
|
|
|
2031
|
Meramec Financial Planners
Saint Louis,
Missouri
|
US$ 11,7 mil
|
+US$ 17,5 mil
|
1
|
0%
|
Nova
|
|
|
2032
|
Essential Investment Partners
Englewood,
Colorado
|
US$ 11,6 mil
|
+US$ 11,5 mil
|
2
|
0,01%
|
Nova
|
|
|
2033
|
Essential Partners
Rancho Santa Fe,
California
|
US$ 11,5 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
2034
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
US$ 11,4 mil
|
+US$ 11,4 mil
|
1
|
0%
|
Nova
|
|
|
2035
|
Dunhill Financial
London,
United Kingdom
|
US$ 11,4 mil
|
+US$ 10,5 mil
|
2
|
0%
|
Aumentada
|
|
|
2036
|
West Paces Advisors
Atlanta,
Georgia
|
US$ 11,3 mil
|
+US$ 11,2 mil
|
2
|
0%
|
Nova
|
|
|
2037
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
US$ 11,3 mil
|
+US$ 11,2 mil
|
1
|
0,01%
|
Nova
|
|
|
2038
|
FWL Investment Management
Dallas,
Texas
|
US$ 11,3 mil
|
+US$ 11,2 mil
|
2
|
0%
|
Nova
|
|
|
2039
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
US$ 11,1 mil
|
+US$ 11 mil
|
1
|
0%
|
Nova
|
|
|
2040
|
Burk Holdings
Tulsa,
Oklahoma
|
US$ 10,9 mil
|
+US$ 10,9 mil
|
1
|
0%
|
Nova
|
|
|
2041
|
Bell Investment Advisors
Oakland,
California
|
US$ 10,8 mil
|
+US$ 1,11 mil
|
2
|
0%
|
Aumentada
|
|
|
2042
|
Wiser Advisor Group
Phoenix,
Arizona
|
US$ 10,8 mil
|
+US$ 10,7 mil
|
1
|
0,01%
|
Nova
|
|
|
2043
|
Fairman Group
Chesterbrook,
Pennsylvania
|
US$ 10,6 mil
|
+US$ 10,5 mil
|
1
|
0,01%
|
Nova
|
|
|
2044
|
First United Bank & Trust
Oakland,
Maryland
|
US$ 10,3 mil
|
+US$ 10,2 mil
|
1
|
0%
|
Nova
|
|
|
2045
|
Montgomery Financial Services
Ocean City,
Maryland
|
US$ 10,3 mil
|
+US$ 10,2 mil
|
1
|
0,01%
|
Nova
|
|
|
2046
|
|
US$ 10,2 mil
|
+US$ 10 mil
|
1
|
0%
|
Nova
|
|
|
2047
|
Bangor Savings Bank
Bangor,
Maine
|
US$ 10,2 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
2048
|
Bank & Trust Company
Litchfield,
Illinois
|
US$ 10,2 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
2049
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
US$ 10,2 mil
|
+US$ 10 mil
|
1
|
0,02%
|
Nova
|
|
|
2050
|
Delos Wealth Advisors
Dallas,
Texas
|
US$ 10,2 mil
|
+US$ 10 mil
|
1
|
0,01%
|
Nova
|
|