|
2026
|
DB Wealth Management Group
San Diego,
California
|
$113K
|
–
|
–
|
–
|
|
|
2027
|
Rock Creek Group
Washington,
District of Columbia
|
$113K
|
+$16.8K
|
+80
|
+19%
|
|
|
2028
|
Versant Capital Management
Phoenix,
Arizona
|
$113K
|
+$82.8K
|
+395
|
+359%
|
|
|
2029
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$111K
|
+$105K
|
+500
|
New
|
|
|
2030
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$111K
|
–
|
–
|
–
|
|
|
2031
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$110K
|
+$419
|
+2
|
+0.4%
|
|
|
2032
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$107K
|
+$100K
|
+478
|
New
|
|
|
2033
|
Johnson Midwest Financial
Glidden,
Iowa
|
$106K
|
+$419
|
+2
|
+0.4%
|
|
|
2034
|
|
$105K
|
+$99.6K
|
+475
|
New
|
|
|
2035
|
Global Financial Private Client
Sarasota,
Florida
|
$101K
|
–
|
–
|
–
|
|
|
2036
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$100K
|
-$21.6K
|
-103
|
-19%
|
|
|
2037
|
Front Row Advisors
Tiburon,
California
|
$100K
|
-$210
|
-1
|
-0.2%
|
|
|
2038
|
AllSquare Wealth Management
Albany,
New York
|
$100K
|
–
|
–
|
–
|
|
|
2039
|
SOA Wealth Advisors
New York
|
$97K
|
+$419
|
+2
|
+0.5%
|
|
|
2040
|
First Eagle Investment Management
New York
|
$95K
|
+$13.8K
|
+66
|
+18%
|
|
|
2041
|
DeDora Capital
Napa,
California
|
$90K
|
+$85.1K
|
+406
|
New
|
|
|
2042
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$89K
|
–
|
–
|
–
|
|
|
2043
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$89K
|
–
|
–
|
–
|
|
|
2044
|
Prudent Man Advisors
Naperville,
Illinois
|
$87K
|
–
|
–
|
–
|
|
|
2045
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$84K
|
-$29.4K
|
-140
|
-27%
|
|
|
2046
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$84K
|
–
|
–
|
–
|
|
|
2047
|
Orion Capital Management
Coronado,
California
|
$82K
|
+$14.5K
|
+69
|
+23%
|
|
|
2048
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$81.3K
|
–
|
–
|
–
|
|
|
2049
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$81K
|
+$1.05K
|
+5
|
+1%
|
|
|
2050
|
McIlrath & Eck
Arlington,
Washington
|
$80K
|
+$15.7K
|
+75
|
+26%
|
|
