|
2026
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$261K
|
-$64.4K
|
-1,105
|
-20%
|
|
|
2027
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
2028
|
Pacific Sage Partners
Edmonds,
Washington
|
$261K
|
+$27.4K
|
+470
|
+12%
|
|
|
2029
|
Focus Financial Network
Minneapolis,
Minnesota
|
$261K
|
-$51.1K
|
-876
|
-17%
|
|
|
2030
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$261K
|
-$40K
|
-687
|
-14%
|
|
|
2031
|
Liberty Wealth Management
Oakland,
California
|
$260K
|
+$250K
|
+4,286
|
New
|
|
|
2032
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$259K
|
+$408
|
+7
|
+0.2%
|
|
|
2033
|
Wayfinding Financial
Lynnwood,
Washington
|
$259K
|
+$249K
|
+4,272
|
New
|
|
|
2034
|
Regatta Capital Group
El Segundo,
California
|
$258K
|
–
|
–
|
–
|
|
|
2035
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$258K
|
-$11.7K
|
-200
|
-4%
|
|
|
2036
|
E&G Advisors
Houston,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
2037
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$258K
|
+$74.4K
|
+1,276
|
+43%
|
|
|
2038
|
R.M. Davis Inc
Portland,
Maine
|
$257K
|
+$247K
|
+4,245
|
New
|
|
|
2039
|
Westbourne Investments
Alexandria,
Virginia
|
$257K
|
-$7.81K
|
-134
|
-3%
|
|
|
2040
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$256K
|
-$4.49K
|
-77
|
-2%
|
|
|
2041
|
Doheny Asset Management
Los Angeles,
California
|
$255K
|
–
|
–
|
–
|
|
|
2042
|
|
$254K
|
+$244K
|
+4,186
|
New
|
|
|
2043
|
Westover Capital Advisors
Wilmington,
Delaware
|
$254K
|
–
|
–
|
–
|
|
|
2044
|
Essential Investment Partners
Englewood,
Colorado
|
$253K
|
–
|
–
|
–
|
|
|
2045
|
Kickstand Ventures
Pittsford,
New York
|
$253K
|
+$17.8K
|
+306
|
+8%
|
|
|
2046
|
SkyOak Wealth
Southfield,
Michigan
|
$253K
|
–
|
–
|
–
|
|
|
2047
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$253K
|
–
|
–
|
–
|
|
|
2048
|
Alpha Family Trust
Los Angeles,
California
|
$252K
|
–
|
–
|
–
|
|
|
2049
|
Breakwater Capital Group
Paramus,
New Jersey
|
$252K
|
+$242K
|
+4,158
|
New
|
|
|
2050
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$251K
|
-$233M
|
-3,991,313
|
-100%
|
|
