|
2026
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$221K
|
–
|
–
|
–
|
|
|
2027
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$221K
|
+$247K
|
+2,896
|
New
|
|
|
2028
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$220K
|
–
|
–
|
–
|
|
|
2029
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$219K
|
-$4.26K
|
-50
|
-2%
|
|
|
2030
|
Oakbrook Investments
Lisle,
Illinois
|
$218K
|
-$741K
|
-8,702
|
-75%
|
|
|
2031
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$216K
|
–
|
–
|
–
|
|
|
2032
|
McGowan Group Asset Management
Dallas,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
2033
|
Physicians Financial Services
Raleigh,
North Carolina
|
$216K
|
–
|
–
|
–
|
|
|
2034
|
McRae Capital Management
Morristown,
New Jersey
|
$216K
|
+$35.7K
|
+419
|
+17%
|
|
|
2035
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$215K
|
+$6.05K
|
+71
|
+3%
|
|
|
2036
|
Monterey Private Wealth
Monterey,
California
|
$214K
|
-$25.3K
|
-297
|
-10%
|
|
|
2037
|
Argent Advisors
Monroe,
Louisiana
|
$214K
|
–
|
–
|
–
|
|
|
2038
|
Atwood & Palmer
Kansas City,
Missouri
|
$214K
|
+$26.4K
|
+310
|
+12%
|
|
|
2039
|
QCI Asset Management
Pittsford,
New York
|
$213K
|
-$2.56K
|
-30
|
-1%
|
|
|
2040
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$212K
|
+$10.6K
|
+125
|
+5%
|
|
|
2041
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$212K
|
-$8.26K
|
-97
|
-3%
|
|
|
2042
|
Red Cedar Capital
Omaha,
Nebraska
|
$211K
|
-$19.8K
|
-233
|
-8%
|
|
|
2043
|
Royal Harbor Partners
Houston,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
2044
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$211K
|
–
|
–
|
–
|
|
|
2045
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$211K
|
+$7.67K
|
+90
|
+3%
|
|
|
2046
|
Americana Partners
Houston,
Texas
|
$210K
|
+$204K
|
+2,400
|
+663%
|
|
|
2047
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$210K
|
+$235K
|
+2,755
|
New
|
|
|
2048
|
Isthmus Partners
Madison,
Wisconsin
|
$209K
|
+$233K
|
+2,739
|
New
|
|
|
2049
|
Merriman Wealth Management
Seattle,
Washington
|
$208K
|
-$30.2K
|
-355
|
-11%
|
|
|
2050
|
CreativeOne Wealth
Overland Park,
Kansas
|
$208K
|
+$11.1K
|
+130
|
+5%
|
|
