|
2026
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$195万
|
+$14.4万
|
+668
|
+9%
|
|
|
2027
|
Ark Wealth Advisors
Yorba Linda,
California
|
$195万
|
+$14.8万
|
+686
|
+10%
|
|
|
2028
|
Nadler Financial Group
Deerfield,
Illinois
|
$194万
|
+$4.26万
|
+198
|
+3%
|
|
|
2029
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$194万
|
-$430
|
-2
|
-0%
|
|
|
2030
|
Berkeley Capital Partners
Milton,
Georgia
|
$194万
|
+$3,873
|
+18
|
+0.2%
|
|
|
2031
|
Sagewood Asset Management
New York
|
$194万
|
+$37.7万
|
+1,752
|
+29%
|
|
|
2032
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$194万
|
-$9,466
|
-44
|
-0.6%
|
|
|
2033
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$194万
|
-$5.83万
|
-271
|
-3%
|
|
|
2034
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$194万
|
-$1.68万
|
-78
|
-1%
|
|
|
2035
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$194万
|
+$7.81万
|
+363
|
+5%
|
|
|
2036
|
Donoghue Forlines
Boston,
Massachusetts
|
$194万
|
+$8.11万
|
+377
|
+5%
|
|
|
2037
|
Monetary Solutions
Dayton,
Ohio
|
$193万
|
–
|
–
|
–
|
|
|
2038
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$193万
|
+$9,466
|
+44
|
+0.6%
|
|
|
2039
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$193万
|
+$18.3万
|
+852
|
+13%
|
|
|
2040
|
Stance Capital
Boston,
Massachusetts
|
$193万
|
+$32.6万
|
+1,517
|
+25%
|
|
|
2041
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$193万
|
-$7.9万
|
-367
|
-5%
|
|
|
2042
|
Richard W. Paul & Associates
Novi,
Michigan
|
$191万
|
+$12.3万
|
+570
|
+8%
|
|
|
2043
|
LOM Asset Management
Hamilton,
|
$191万
|
+$5.06万
|
+235
|
+3%
|
|
|
2044
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$191万
|
-$6,670
|
-31
|
-0.4%
|
|
|
2045
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$191万
|
–
|
–
|
–
|
|
|
2046
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$191万
|
+$10.8万
|
+503
|
+7%
|
|
|
2047
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$190万
|
+$2.5万
|
+116
|
+2%
|
|
|
2048
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$190万
|
+$4.75万
|
+221
|
+3%
|
|
|
2049
|
Frisch Financial Group
Melville,
New York
|
$190万
|
+$3,442
|
+16
|
+0.2%
|
|
|
2050
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$190万
|
+$6,239
|
+29
|
+0.4%
|
|
