|
2026
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$168萬
|
-US$2,386
|
-6
|
-0.1%
|
|
|
2027
|
Perryman Financial Advisory
Dallas,
Texas
|
US$168萬
|
+US$82.8萬
|
+2,083
|
+110%
|
|
|
2028
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
US$167萬
|
+US$8.91萬
|
+224
|
+6%
|
|
|
2029
|
Jeppson Wealth Management
Manhattan Beach,
California
|
US$167萬
|
-US$1.63萬
|
-41
|
-1%
|
|
|
2030
|
Lake Street Private Wealth
Chicago,
Illinois
|
US$167萬
|
+US$13萬
|
+327
|
+9%
|
|
|
2031
|
NBC Securities
Birmingham,
Alabama
|
US$166萬
|
+US$5.09萬
|
+128
|
+3%
|
|
|
2032
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
US$165萬
|
-US$9.27萬
|
-233
|
-6%
|
|
|
2033
|
Sit Investment Associates
Minneapolis,
Minnesota
|
US$165萬
|
–
|
–
|
–
|
|
|
2034
|
Advisors Preferred
Rockville,
Maryland
|
US$165萬
|
–
|
–
|
–
|
|
|
2035
|
Integrated Quantitative Investments
Bellevue,
Washington
|
US$165萬
|
-US$32.5萬
|
-816
|
-17%
|
|
|
2036
|
ROI Financial Advisors
Beaverton,
Oregon
|
US$165萬
|
-US$1.83萬
|
-46
|
-1%
|
|
|
2037
|
Fermata Advisors
Sonoma,
California
|
US$165萬
|
+US$13.8萬
|
+346
|
+10%
|
|
|
2038
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
US$164萬
|
-US$88.5萬
|
-2,224
|
-36%
|
|
|
2039
|
TKG Advisors
Valparaiso,
Indiana
|
US$164萬
|
+US$15.6萬
|
+392
|
+11%
|
|
|
2040
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
US$164萬
|
-US$83.9萬
|
-2,109
|
-35%
|
|
|
2041
|
Denver Wealth Management
Denver,
Colorado
|
US$164萬
|
+US$15.8萬
|
+397
|
+11%
|
|
|
2042
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
US$164萬
|
+US$10.4萬
|
+262
|
+7%
|
|
|
2043
|
Westside Investment Management
Santa Monica,
California
|
US$163萬
|
+US$2.66萬
|
+67
|
+2%
|
|
|
2044
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$162萬
|
-US$11.1萬
|
-279
|
-7%
|
|
|
2045
|
Rossby Financial
Melbourne,
Florida
|
US$162萬
|
+US$37.5萬
|
+942
|
+32%
|
|
|
2046
|
PCG Wealth Advisors
Overland Park,
Kansas
|
US$162萬
|
+US$16.5萬
|
+415
|
+12%
|
|
|
2047
|
Key Financial Inc
West Chester,
Pennsylvania
|
US$162萬
|
-US$5.97萬
|
-150
|
-4%
|
|
|
2048
|
Iams Wealth Management
Omaha,
Nebraska
|
US$161萬
|
+US$14萬
|
+353
|
+10%
|
|
|
2049
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
US$161萬
|
+US$12.6萬
|
+317
|
+9%
|
|
|
2050
|
Allred Capital Management
Dallas,
Texas
|
US$161萬
|
+US$2.62萬
|
+66
|
+2%
|
|
