|
2026
|
United Advisor Group
Cincinnati,
Ohio
|
$210K
|
+$223K
|
+1,840
|
New
|
|
|
2027
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$210K
|
-$23.4K
|
-193
|
-10%
|
|
|
2028
|
Northwest Wealth Management
Spencer,
Iowa
|
$210K
|
+$2.31K
|
+19
|
+1%
|
|
|
2029
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$209K
|
+$10.3K
|
+85
|
+5%
|
|
|
2030
|
First Personal Financial Services
Charlotte,
North Carolina
|
$209K
|
–
|
–
|
–
|
|
|
2031
|
The Wealth Group
Eden Prairie,
Minnesota
|
$209K
|
–
|
–
|
–
|
|
|
2032
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$209K
|
-$77K
|
-634
|
-26%
|
|
|
2033
|
Fortitude Family Office
Scottsdale,
Arizona
|
$208K
|
+$87.9K
|
+724
|
+66%
|
|
|
2034
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$208K
|
+$220K
|
+1,815
|
New
|
|
|
2035
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$207K
|
-$52.1K
|
-429
|
-19%
|
|
|
2036
|
Meridian Financial Partners
Warrenton,
Virginia
|
$207K
|
–
|
–
|
–
|
|
|
2037
|
Goepper Burkhardt
Greenville,
South Carolina
|
$207K
|
–
|
–
|
–
|
|
|
2038
|
Dearborn Partners
Chicago,
Illinois
|
$207K
|
-$44.5K
|
-366
|
-17%
|
|
|
2039
|
Focused Wealth Management
Newburgh,
New York
|
$206K
|
+$218K
|
+1,799
|
New
|
|
|
2040
|
Sunflower Bank
Dallas,
Texas
|
$206K
|
+$8.14K
|
+67
|
+4%
|
|
|
2041
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$205K
|
+$6.07K
|
+50
|
+3%
|
|
|
2042
|
Monument Capital Management
Alexandria,
Virginia
|
$205K
|
-$2.41M
|
-19,828
|
-92%
|
|
|
2043
|
Horizon Kinetics Asset Management
New York
|
$205K
|
–
|
–
|
–
|
|
|
2044
|
Planned Solutions
Folsom,
California
|
$204K
|
–
|
–
|
–
|
|
|
2045
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$204K
|
–
|
–
|
–
|
|
|
2046
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$204K
|
+$30.2K
|
+249
|
+16%
|
|
|
2047
|
Court Place Advisors
Ellicott City,
Maryland
|
$204K
|
-$61.1K
|
-503
|
-22%
|
|
|
2048
|
E Fund Management
Guangzhou,
China
|
$204K
|
–
|
–
|
–
|
|
|
2049
|
CMG Global Holdings
Plano,
Texas
|
$204K
|
–
|
–
|
–
|
|
|
2050
|
Symphony Financial
Houston,
Texas
|
$203K
|
+$1.58K
|
+13
|
+0.7%
|
|
