|
2026
|
Rebalance
Palo Alto,
California
|
US$465萬
|
-US$96.5萬
|
-1,331
|
-18%
|
|
|
2027
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$464萬
|
-US$1.09萬
|
-15
|
-0.2%
|
|
|
2028
|
NFP Retirement Inc
Aliso Viejo,
California
|
US$464萬
|
+US$11.9萬
|
+164
|
+3%
|
|
|
2029
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
US$464萬
|
+US$37.3萬
|
+515
|
+9%
|
|
|
2030
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
US$463萬
|
+US$53.7萬
|
+740
|
+14%
|
|
|
2031
|
Deltec Asset Management
New York
|
US$463萬
|
-US$2,900
|
-4
|
-0.1%
|
|
|
2032
|
Investment Insight Wealth Management
North Massapequa,
New York
|
US$463萬
|
+US$1.52萬
|
+21
|
+0.3%
|
|
|
2033
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
US$462萬
|
+US$398萬
|
+5,486
|
+778%
|
|
|
2034
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
US$462萬
|
-US$7,975
|
-11
|
-0.2%
|
|
|
2035
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
US$460萬
|
-US$9.9萬
|
-136
|
-2%
|
|
|
2036
|
WJ Financial Advisors
Killingworth,
Connecticut
|
US$460萬
|
+US$5.37萬
|
+74
|
+1%
|
|
|
2037
|
F&V Capital Management
Boca Raton,
Florida
|
US$459萬
|
-US$5.08萬
|
-70
|
-1%
|
|
|
2038
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
US$459萬
|
-US$14.4萬
|
-198
|
-3%
|
|
|
2039
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
US$459萬
|
+US$28.3萬
|
+391
|
+7%
|
|
|
2040
|
Pullen Investment Management
Bradenton,
Florida
|
US$459萬
|
-US$1.6萬
|
-22
|
-0.4%
|
|
|
2041
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
US$458萬
|
-US$124萬
|
-1,709
|
-22%
|
|
|
2042
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
US$457萬
|
-US$1,450
|
-2
|
-0%
|
|
|
2043
|
Forza Wealth Management
Sarasota,
Florida
|
US$457萬
|
–
|
–
|
–
|
|
|
2044
|
SBK Financial
Richmond,
Virginia
|
US$457萬
|
+US$100萬
|
+1,374
|
+29%
|
|
|
2045
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
US$455萬
|
–
|
–
|
–
|
|
|
2046
|
Summitry LLC
Foster City,
California
|
US$454萬
|
+US$441萬
|
+6,085
|
新
|
|
|
2047
|
Edge Wealth Management
New York
|
US$454萬
|
-US$4.78萬
|
-66
|
-1%
|
|
|
2048
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
US$454萬
|
-US$149萬
|
-2,050
|
-25%
|
|
|
2049
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
US$453萬
|
-US$25.2萬
|
-347
|
-5%
|
|
|
2050
|
Permanens Capital
New York
|
US$452萬
|
-US$13.8萬
|
-190
|
-3%
|
|
