|
2026
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.37M
|
-$3.53K
|
-19
|
-0.3%
|
|
|
2027
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.37M
|
-$37.5K
|
-202
|
-3%
|
|
|
2028
|
LifeSteps Financial
Claremont,
California
|
$1.37M
|
+$10K
|
+54
|
+0.7%
|
|
|
2029
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.36M
|
+$39.4K
|
+212
|
+3%
|
|
|
2030
|
Members Trust
Tampa,
Florida
|
$1.36M
|
-$36.6K
|
-197
|
-3%
|
|
|
2031
|
|
$1.36M
|
-$4.65K
|
-25
|
-0.3%
|
|
|
2032
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.36M
|
-$74.3K
|
-400
|
-5%
|
|
|
2033
|
Allred Capital Management
Dallas,
Texas
|
$1.35M
|
-$102K
|
-551
|
-7%
|
|
|
2034
|
Liberty Wealth Management
Oakland,
California
|
$1.35M
|
+$14.5K
|
+78
|
+1%
|
|
|
2035
|
MASECO Private Wealth
London,
|
$1.35M
|
+$1.36M
|
+7,291
|
New
|
|
|
2036
|
Alpha Cubed Investments
Irvine,
California
|
$1.35M
|
-$232K
|
-1,248
|
-15%
|
|
|
2037
|
Lantz Financial
Naperville,
Illinois
|
$1.35M
|
+$50K
|
+269
|
+4%
|
|
|
2038
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$1.34M
|
+$1.34M
|
+7,234
|
New
|
|
|
2039
|
First Interstate Bank
Billings,
Montana
|
$1.34M
|
-$109K
|
-587
|
-8%
|
|
|
2040
|
J. Safra Asset Management
New York
|
$1.34M
|
+$322K
|
+1,731
|
+31%
|
|
|
2041
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.34M
|
-$84K
|
-452
|
-6%
|
|
|
2042
|
Rogco LP
Claremore,
Oklahoma
|
$1.34M
|
-$114K
|
-615
|
-8%
|
|
|
2043
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.34M
|
-$1.49K
|
-8
|
-0.1%
|
|
|
2044
|
Elevate Capital Advisors
Eagle,
Colorado
|
$1.34M
|
+$53.9K
|
+290
|
+4%
|
|
|
2045
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.34M
|
-$874K
|
-4,705
|
-40%
|
|
|
2046
|
Princeton Capital Management
Red Bank,
New Jersey
|
$1.33M
|
-$174K
|
-934
|
-12%
|
|
|
2047
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.32M
|
–
|
–
|
–
|
|
|
2048
|
Mayport LLC
Newton,
Massachusetts
|
$1.32M
|
-$2.42K
|
-13
|
-0.2%
|
|
|
2049
|
HBW Advisory Services
Simi Valley,
California
|
$1.32M
|
-$48.9K
|
-263
|
-4%
|
|
|
2050
|
49 Wealth Management
Austin,
Texas
|
$1.32M
|
+$92.4K
|
+497
|
+8%
|
|
