|
2026
|
Institute for Wealth Management
Denver,
Colorado
|
US$3.17萬
|
+US$3.03萬
|
+93
|
新
|
|
|
2027
|
Centennial Bank
Conway,
Arkansas
|
US$3.13萬
|
–
|
–
|
–
|
|
|
2028
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$2.96萬
|
-US$3,262
|
-10
|
-10%
|
|
|
2029
|
Nova Wealth Management
Bonita Springs,
Florida
|
US$2.9萬
|
-US$3,262
|
-10
|
-11%
|
|
|
2030
|
PlanVest Financial
Gaithersburg,
Maryland
|
US$2.86萬
|
–
|
–
|
–
|
|
|
2031
|
Summit Securities Group
New York
|
US$2.86萬
|
+US$7,828
|
+24
|
+40%
|
|
|
2032
|
Frazier Financial Advisors
Columbus,
Ohio
|
US$2.79萬
|
–
|
–
|
–
|
|
|
2033
|
Bare Financial Services
Gap,
Pennsylvania
|
US$2.79萬
|
+US$8,480
|
+26
|
+46%
|
|
|
2034
|
Bullock Wealth Management
Bloomington,
Indiana
|
US$2.78萬
|
–
|
–
|
–
|
|
|
2035
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
US$2.69萬
|
+US$7,176
|
+22
|
+39%
|
|
|
2036
|
Wilkerson Advisory Group
Columbia,
Missouri
|
US$2.62萬
|
+US$2,283
|
+7
|
+10%
|
|
|
2037
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$2.6萬
|
+US$2.48萬
|
+76
|
新
|
|
|
2038
|
Canton Hathaway
Providence,
Rhode Island
|
US$2.59萬
|
–
|
–
|
–
|
|
|
2039
|
Darwin Wealth Management
Tampa,
Florida
|
US$2.59萬
|
–
|
–
|
–
|
|
|
2040
|
Downshift Financial
Boulder,
Colorado
|
US$2.59萬
|
+US$2.48萬
|
+76
|
新
|
|
|
2041
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
US$2.56萬
|
–
|
–
|
–
|
|
|
2042
|
James T. Borello RIA
East Dundee,
Illinois
|
US$2.52萬
|
-US$3,262
|
-10
|
-12%
|
|
|
2043
|
Dunhill Financial
London,
United Kingdom
|
US$2.5萬
|
+US$1.08萬
|
+33
|
+83%
|
|
|
2044
|
Entrust Financial
Wayne,
Pennsylvania
|
US$2.49萬
|
-US$326
|
-1
|
-1%
|
|
|
2045
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
US$2.45萬
|
+US$1,631
|
+5
|
+7%
|
|
|
2046
|
IMG Wealth Management
Jacksonville,
Florida
|
US$2.45萬
|
+US$4,240
|
+13
|
+22%
|
|
|
2047
|
Tower Trust & Investment Company
Davenport,
Iowa
|
US$2.45萬
|
–
|
–
|
–
|
|
|
2048
|
Raffa Wealth Management
Washington,
District of Columbia
|
US$2.39萬
|
+US$2,609
|
+8
|
+13%
|
|
|
2049
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
US$2.39萬
|
+US$2.28萬
|
+70
|
新
|
|
|
2050
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$2.32萬
|
+US$4,893
|
+15
|
+28%
|
|
