|
2026
|
Madison Wealth Partners
Madison,
Wisconsin
|
$201K
|
+$216K
|
+209
|
New
|
|
|
2027
|
Rare Wolf Capital
Bellevue,
Washington
|
$201K
|
–
|
–
|
–
|
|
|
2028
|
Regatta Capital Group
El Segundo,
California
|
$200K
|
–
|
–
|
–
|
|
|
2029
|
Echo45 Advisors
Walnut Creek,
California
|
$200K
|
-$24.8K
|
-24
|
-10%
|
|
|
2030
|
Cogent Private Wealth
Orlando,
Florida
|
$200K
|
-$4.14K
|
-4
|
-2%
|
|
|
2031
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$200K
|
+$215K
|
+208
|
New
|
|
|
2032
|
Westshore Wealth
Newport Beach,
California
|
$200K
|
+$215K
|
+208
|
New
|
|
|
2033
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$199K
|
–
|
–
|
–
|
|
|
2034
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$193K
|
+$210K
|
+203
|
New
|
|
|
2035
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$192K
|
–
|
–
|
–
|
|
|
2036
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$191K
|
+$42.4K
|
+41
|
+26%
|
|
|
2037
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$190K
|
-$103K
|
-100
|
-34%
|
|
|
2038
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$187K
|
-$117K
|
-113
|
-37%
|
|
|
2039
|
Triumph Capital Management
Denver,
Colorado
|
$185K
|
+$8.27K
|
+8
|
+4%
|
|
|
2040
|
Bruce G. Allen Investments
Denver,
Colorado
|
$184K
|
-$21.7K
|
-21
|
-10%
|
|
|
2041
|
Bayban
Bayport,
Minnesota
|
$184K
|
–
|
–
|
–
|
|
|
2042
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$183K
|
-$63.1K
|
-61
|
-24%
|
|
|
2043
|
Blume Capital Management
Berkeley,
California
|
$183K
|
–
|
–
|
–
|
|
|
2044
|
Rakuten Securities
Tokyo,
Japan
|
$183K
|
+$74.5K
|
+72
|
+61%
|
|
|
2045
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$182K
|
+$67.2K
|
+65
|
+52%
|
|
|
2046
|
Paradigm Asset Management
New York
|
$180K
|
–
|
–
|
–
|
|
|
2047
|
CNB Bank
Clearfield,
Pennsylvania
|
$178K
|
-$25.9K
|
-25
|
-12%
|
|
|
2048
|
SOA Wealth Advisors
New York
|
$175K
|
-$6.76M
|
-6,536
|
-50%
|
|
|
2049
|
Entrust Financial
Wayne,
Pennsylvania
|
$173K
|
–
|
–
|
–
|
|
|
2050
|
West Paces Advisors
Atlanta,
Georgia
|
$173K
|
+$186K
|
+180
|
New
|
|
