|
2026
|
Essential Planning
Portsmouth,
New Hampshire
|
US$342萬
|
+US$1.12萬
|
+11
|
+0.4%
|
|
|
2027
|
Southeast Asset Advisors
Thomasville,
Georgia
|
US$342萬
|
–
|
–
|
–
|
|
|
2028
|
Farmers & Merchants Trust Company
Long Beach,
California
|
US$341萬
|
+US$4.5萬
|
+44
|
+2%
|
|
|
2029
|
Lyell Wealth Management
Menlo Park,
California
|
US$341萬
|
+US$12.6萬
|
+123
|
+5%
|
|
|
2030
|
M3 Wealth Management
Cincinnati,
Ohio
|
US$340萬
|
+US$290萬
|
+2,836
|
新
|
|
|
2031
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
US$340萬
|
-US$9.3萬
|
-91
|
-3%
|
|
|
2032
|
Kingsman Wealth Management
Pensacola,
Florida
|
US$340萬
|
+US$94.3萬
|
+923
|
+48%
|
|
|
2033
|
Calton & Associates
Tampa,
Florida
|
US$339萬
|
+US$29.9萬
|
+293
|
+12%
|
|
|
2034
|
Patten Group
Chattanooga,
Tennessee
|
US$338萬
|
+US$23.9萬
|
+234
|
+9%
|
|
|
2035
|
TRB Wealth Management
Houston,
Texas
|
US$338萬
|
-US$162萬
|
-1,585
|
-36%
|
|
|
2036
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
US$338萬
|
+US$19.9萬
|
+195
|
+7%
|
|
|
2037
|
Essex LLC
Deer Park,
Illinois
|
US$338萬
|
-US$12.4萬
|
-121
|
-4%
|
|
|
2038
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
US$337萬
|
+US$207萬
|
+2,027
|
+259%
|
|
|
2039
|
Gables Capital Management
Miami,
Florida
|
US$336萬
|
+US$4.5萬
|
+44
|
+2%
|
|
|
2040
|
Menard Financial Group
Houston,
Texas
|
US$336萬
|
+US$83.1萬
|
+813
|
+41%
|
|
|
2041
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$335萬
|
–
|
–
|
–
|
|
|
2042
|
West Family Investments
Carlsbad,
California
|
US$335萬
|
+US$21.4萬
|
+209
|
+8%
|
|
|
2043
|
Bellwether Advisors
Lincoln,
Nebraska
|
US$335萬
|
+US$95.5萬
|
+935
|
+50%
|
|
|
2044
|
Red Reef Advisors
Boca Raton,
Florida
|
US$334萬
|
-US$26.4萬
|
-258
|
-8%
|
|
|
2045
|
SP Asset Management
Cupertino,
California
|
US$334萬
|
+US$1.53萬
|
+15
|
+0.5%
|
|
|
2046
|
Everpar Advisors
Tulsa,
Oklahoma
|
US$333萬
|
+US$10.4萬
|
+102
|
+4%
|
|
|
2047
|
Sippican Capital Advisors
Boston,
Massachusetts
|
US$332萬
|
-US$5.62萬
|
-55
|
-2%
|
|
|
2048
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
US$331萬
|
-US$4.29萬
|
-42
|
-1%
|
|
|
2049
|
Van Cleef Asset Management
Beachwood,
Ohio
|
US$331萬
|
-US$2.45萬
|
-24
|
-0.9%
|
|
|
2050
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
US$331萬
|
-US$8.28萬
|
-81
|
-3%
|
|
