|
2026
|
Atlas Brown
Louisville,
Kentucky
|
$238K
|
+$28.1K
|
+195
|
+11%
|
|
|
2027
|
Townsend Asset Management
Raleigh,
North Carolina
|
$237K
|
-$22.3K
|
-155
|
-7%
|
|
|
2028
|
Capital Wealth Planning
Naples,
Florida
|
$237K
|
-$52.4K
|
-364
|
-16%
|
|
|
2029
|
Key Financial Inc
West Chester,
Pennsylvania
|
$236K
|
–
|
–
|
–
|
|
|
2030
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$236K
|
+$9.06K
|
+63
|
+3%
|
|
|
2031
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$236K
|
-$357K
|
-2,479
|
-56%
|
|
|
2032
|
American Financial Advisors
Marietta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
2033
|
Empire Financial Management Company
New York
|
$235K
|
-$23.3K
|
-162
|
-8%
|
|
|
2034
|
Haven Capital Group
Westlake Village,
California
|
$234K
|
+$279K
|
+1,941
|
New
|
|
|
2035
|
Alpha Capital Management
Austin,
Texas
|
$233K
|
-$28.6K
|
-199
|
-9%
|
|
|
2036
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$232K
|
+$26.5K
|
+184
|
+11%
|
|
|
2037
|
Navellier & Associates
Reno,
Nevada
|
$232K
|
+$9.64K
|
+67
|
+4%
|
|
|
2038
|
Matthew Hamilton Rosenberg
|
$232K
|
-$10.8K
|
-75
|
-4%
|
|
|
2039
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$231K
|
+$275K
|
+1,912
|
New
|
|
|
2040
|
Vestment Financial
Chanhassen,
Minnesota
|
$231K
|
+$271K
|
+1,882
|
New
|
|
|
2041
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
2042
|
Meridian Investment Counsel
Lafayette,
California
|
$230K
|
+$18.8K
|
+131
|
+7%
|
|
|
2043
|
McDaniel Terry & Co
Austin,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
2044
|
Uniting Wealth Partners
Mission,
Kansas
|
$230K
|
+$274K
|
+1,904
|
New
|
|
|
2045
|
GAMCO Investors
Greenwich,
Connecticut
|
$229K
|
-$130K
|
-903
|
-32%
|
|
|
2046
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$228K
|
-$27.5K
|
-191
|
-9%
|
|
|
2047
|
Tiemann Investment Advisors
Menlo Park,
California
|
$227K
|
-$93.5K
|
-650
|
-26%
|
|
|
2048
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$227K
|
+$271K
|
+1,880
|
New
|
|
|
2049
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$227K
|
–
|
–
|
–
|
|
|
2050
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$227K
|
-$180K
|
-1,250
|
-40%
|
|
