|
2026
|
WealthShield Partners
Cary,
North Carolina
|
$511K
|
-$60.1K
|
-1,751
|
-12%
|
|
|
2027
|
Fiducient Advisors
Chicago,
Illinois
|
$507K
|
+$584
|
+17
|
+0.1%
|
|
|
2028
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$506K
|
-$15.4K
|
-450
|
-3%
|
|
|
2029
|
Brandywine Trust
Hockessin,
Delaware
|
$505K
|
–
|
–
|
–
|
|
|
2030
|
Optimum Investment Advisors
Chicago,
Illinois
|
$505K
|
-$84.9K
|
-2,472
|
-16%
|
|
|
2031
|
Aristotle Capital Management
Los Angeles,
California
|
$504K
|
–
|
–
|
–
|
|
|
2032
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$504K
|
-$13.7K
|
-400
|
-3%
|
|
|
2033
|
BluePath Capital Management
Atlanta,
Georgia
|
$503K
|
+$69.5K
|
+2,025
|
+18%
|
|
|
2034
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$502K
|
-$5.15K
|
-150
|
-1%
|
|
|
2035
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$500K
|
–
|
–
|
–
|
|
|
2036
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$500K
|
+$452K
|
+13,174
|
New
|
|
|
2037
|
QVR
San Francisco,
California
|
$500K
|
+$453K
|
+13,184
|
New
|
|
|
2038
|
WMS Partners
Towson,
Maryland
|
$496K
|
+$76.7K
|
+2,233
|
+21%
|
|
|
2039
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$495K
|
+$448K
|
+13,059
|
New
|
|
|
2040
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$495K
|
-$37.8K
|
-1,102
|
-8%
|
|
|
2041
|
Gemmer Asset Management
Walnut Creek,
California
|
$495K
|
-$34.7K
|
-1,011
|
-7%
|
|
|
2042
|
Berger Financial Group
Plymouth,
Minnesota
|
$495K
|
+$22.5K
|
+656
|
+5%
|
|
|
2043
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$494K
|
-$26.1K
|
-760
|
-6%
|
|
|
2044
|
Rockbridge Investment Management
Syracuse,
New York
|
$494K
|
–
|
–
|
–
|
|
|
2045
|
USA Financial Formulas
Ada,
Michigan
|
$492K
|
+$442K
|
+12,888
|
+16,523%
|
|
|
2046
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$491K
|
-$2.71K
|
-79
|
-0.6%
|
|
|
2047
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$489K
|
+$2.47K
|
+72
|
+0.6%
|
|
|
2048
|
First National Bank of Omaha
Omaha,
Nebraska
|
$488K
|
-$359K
|
-10,450
|
-47%
|
|
|
2049
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$486K
|
-$74K
|
-2,155
|
-14%
|
|
|
2050
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$485K
|
-$8.24K
|
-240
|
-2%
|
|
