|
2026
|
Monetary Solutions
Dayton,
Ohio
|
$1.93M
|
–
|
–
|
–
|
|
|
2027
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.93M
|
+$9.47K
|
+44
|
+0.6%
|
|
|
2028
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.93M
|
+$183K
|
+852
|
+13%
|
|
|
2029
|
Stance Capital
Boston,
Massachusetts
|
$1.93M
|
+$326K
|
+1,517
|
+25%
|
|
|
2030
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.93M
|
-$79K
|
-367
|
-5%
|
|
|
2031
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.91M
|
+$123K
|
+570
|
+8%
|
|
|
2032
|
LOM Asset Management
Hamilton,
|
$1.91M
|
+$50.6K
|
+235
|
+3%
|
|
|
2033
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.91M
|
-$6.67K
|
-31
|
-0.4%
|
|
|
2034
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$1.91M
|
–
|
–
|
–
|
|
|
2035
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.91M
|
+$108K
|
+503
|
+7%
|
|
|
2036
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.9M
|
+$25K
|
+116
|
+2%
|
|
|
2037
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.9M
|
+$47.5K
|
+221
|
+3%
|
|
|
2038
|
Frisch Financial Group
Melville,
New York
|
$1.9M
|
+$3.44K
|
+16
|
+0.2%
|
|
|
2039
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.9M
|
+$6.24K
|
+29
|
+0.4%
|
|
|
2040
|
Fort Point Capital Partners
San Francisco,
California
|
$1.9M
|
+$138K
|
+643
|
+9%
|
|
|
2041
|
EJMK Ventures
Itasca,
Illinois
|
$1.9M
|
+$36.8K
|
+171
|
+2%
|
|
|
2042
|
High Note Wealth
Deephaven,
Minnesota
|
$1.9M
|
-$79.8K
|
-371
|
-5%
|
|
|
2043
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.9M
|
+$76.2K
|
+354
|
+5%
|
|
|
2044
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$1.89M
|
+$235K
|
+1,093
|
+17%
|
|
|
2045
|
|
$1.89M
|
-$12K
|
-56
|
-0.7%
|
|
|
2046
|
Chemistry Wealth Management
New York
|
$1.89M
|
+$164K
|
+760
|
+11%
|
|
|
2047
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
$1.88M
|
–
|
–
|
–
|
|
|
2048
|
|
$1.88M
|
+$332K
|
+1,544
|
+26%
|
|
|
2049
|
Global Assets Advisory
Orlando,
Florida
|
$1.88M
|
+$69.9K
|
+325
|
+5%
|
|
|
2050
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.88M
|
+$350K
|
+1,626
|
+28%
|
|
