|
2026
|
Stage Harbor Financial
Westwood,
Massachusetts
|
US$27.1萬
|
–
|
–
|
–
|
|
|
2027
|
Poehling Capital Management
Madison,
Wisconsin
|
US$27.1萬
|
+US$27.8萬
|
+1,251
|
新
|
|
|
2028
|
Creative Financial Designs
Kokomo,
Indiana
|
US$27.1萬
|
-US$7.45萬
|
-335
|
-21%
|
|
|
2029
|
First County Bank
Stamford,
Connecticut
|
US$27.1萬
|
–
|
–
|
–
|
|
|
2030
|
Motley Fool Asset Management
Alexandria,
Virginia
|
US$27.1萬
|
+US$27.8萬
|
+1,250
|
新
|
|
|
2031
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$27萬
|
+US$19.6萬
|
+879
|
+238%
|
|
|
2032
|
Cypress Wealth Services
Palm Desert,
California
|
US$27萬
|
+US$9,344
|
+42
|
+3%
|
|
|
2033
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
US$27萬
|
-US$607萬
|
-27,287
|
-96%
|
|
|
2034
|
Encompass More Asset Management
Danville,
California
|
US$26.9萬
|
-US$2萬
|
-90
|
-7%
|
|
|
2035
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
US$26.9萬
|
-US$1.85萬
|
-83
|
-6%
|
|
|
2036
|
CVA Family Office
Denver,
Colorado
|
US$26.9萬
|
+US$890
|
+4
|
+0.3%
|
|
|
2037
|
Crabel Capital Management
Los Angeles,
California
|
US$26.8萬
|
-US$29.8萬
|
-1,341
|
-52%
|
|
|
2038
|
BlackDiamond Wealth Management
New York
|
US$26.8萬
|
+US$25.6萬
|
+1,152
|
新
|
|
|
2039
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$26.7萬
|
–
|
–
|
–
|
|
|
2040
|
Arista Wealth Management
Las Vegas,
Nevada
|
US$26.7萬
|
+US$27.4萬
|
+1,232
|
新
|
|
|
2041
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$26.6萬
|
-US$4,227
|
-19
|
-2%
|
|
|
2042
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
US$26.6萬
|
+US$1,335
|
+6
|
+0.5%
|
|
|
2043
|
ORG Wealth Partners
Dallas,
Texas
|
US$26.6萬
|
-US$890
|
-4
|
-0.3%
|
|
|
2044
|
Prosperity Capital Advisors
Westlake,
Ohio
|
US$26.6萬
|
+US$1萬
|
+45
|
+4%
|
|
|
2045
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$26.6萬
|
-US$1.62萬
|
-73
|
-6%
|
|
|
2046
|
NDWM LLC
La Jolla,
California
|
US$26.6萬
|
–
|
–
|
–
|
|
|
2047
|
|
US$26.5萬
|
+US$1.09萬
|
+49
|
+4%
|
|
|
2048
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
US$26.4萬
|
–
|
–
|
–
|
|
|
2049
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
US$26.3萬
|
-US$2萬
|
-90
|
-7%
|
|
|
2050
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
US$26.3萬
|
+US$890
|
+4
|
+0.3%
|
|
