|
2026
|
Liberty Wealth Management
Oakland,
California
|
$234K
|
+$14.2K
|
+13
|
+6%
|
|
|
2027
|
Kelly Financial Services
Braintree,
Massachusetts
|
$234K
|
-$20.8K
|
-19
|
-8%
|
|
|
2028
|
Carrera Capital Advisors
Troy,
Michigan
|
$233K
|
+$29.5K
|
+27
|
+14%
|
|
|
2029
|
SJS Investment Consulting
Sylvania,
Ohio
|
$233K
|
+$4.37K
|
+4
|
+2%
|
|
|
2030
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$233K
|
–
|
–
|
–
|
|
|
2031
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$233K
|
+$16.4K
|
+15
|
+7%
|
|
|
2032
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
2033
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$231K
|
+$236K
|
+216
|
New
|
|
|
2034
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$230K
|
-$5.47K
|
-5
|
-2%
|
|
|
2035
|
Joule Financial
Lexington,
Kentucky
|
$230K
|
-$3.28K
|
-3
|
-1%
|
|
|
2036
|
OneAscent Financial Services
Birmingham,
Alabama
|
$230K
|
+$14.2K
|
+13
|
+6%
|
|
|
2037
|
Summit Securities Group
New York
|
$229K
|
-$37.2K
|
-34
|
-14%
|
|
|
2038
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$229K
|
-$1.09K
|
-1
|
-0.5%
|
|
|
2039
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$228K
|
+$6.56K
|
+6
|
+3%
|
|
|
2040
|
McIlrath & Eck
Arlington,
Washington
|
$227K
|
+$10.9K
|
+10
|
+5%
|
|
|
2041
|
Dunhill Financial
London,
United Kingdom
|
$226K
|
+$788K
|
+721
|
+355%
|
|
|
2042
|
GSB Wealth Management
Guilford,
Connecticut
|
$225K
|
–
|
–
|
–
|
|
|
2043
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$225K
|
-$25.1K
|
-23
|
-10%
|
|
|
2044
|
Cannon Financial Strategists
Athens,
Georgia
|
$225K
|
-$7.65K
|
-7
|
-3%
|
|
|
2045
|
Circle Wealth Management
Summit,
New Jersey
|
$225K
|
+$20.8K
|
+19
|
+10%
|
|
|
2046
|
Nemes Rush Group
Novi,
Michigan
|
$224K
|
+$4.37K
|
+4
|
+2%
|
|
|
2047
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$224K
|
+$1.09K
|
+1
|
+0.5%
|
|
|
2048
|
Family Management
New York
|
$224K
|
+$20.8K
|
+19
|
+10%
|
|
|
2049
|
Cogent Private Wealth
Orlando,
Florida
|
$224K
|
+$228K
|
+209
|
New
|
|
|
2050
|
Richmond Investment Services
Mequon,
Wisconsin
|
$223K
|
-$39.4K
|
-36
|
-15%
|
|
