|
2026
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$343K
|
+$30.8K
|
+70
|
+10%
|
|
|
2027
|
Alexandria Capital
Arlington,
Virginia
|
$342K
|
+$54.5K
|
+124
|
+19%
|
|
|
2028
|
EWG Elevate
Roseville,
California
|
$341K
|
-$21.5K
|
-49
|
-6%
|
|
|
2029
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$341K
|
-$6.15K
|
-14
|
-2%
|
|
|
2030
|
Legacy Financial Advisors
Covington,
Kentucky
|
$341K
|
+$36.9K
|
+84
|
+12%
|
|
|
2031
|
L.J. Altfest & Co
New York
|
$340K
|
+$440
|
+1
|
+0.1%
|
|
|
2032
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
2033
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
2034
|
NTV Asset Management
Charleston,
West Virginia
|
$337K
|
–
|
–
|
–
|
|
|
2035
|
Security National Bank
Omaha,
Nebraska
|
$337K
|
+$44K
|
+100
|
+15%
|
|
|
2036
|
Y-Intercept (HK)
Hong Kong
|
$337K
|
+$329K
|
+749
|
New
|
|
|
2037
|
Thompson Investment Management
Madison,
Wisconsin
|
$336K
|
–
|
–
|
–
|
|
|
2038
|
SkyOak Wealth
Southfield,
Michigan
|
$335K
|
–
|
–
|
–
|
|
|
2039
|
Foundry Partners
Minneapolis,
Minnesota
|
$335K
|
+$22.9K
|
+52
|
+8%
|
|
|
2040
|
Silicon Hills Wealth Management
Austin,
Texas
|
$334K
|
–
|
–
|
–
|
|
|
2041
|
Veracity Capital
Atlanta,
Georgia
|
$334K
|
+$11K
|
+25
|
+3%
|
|
|
2042
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$330K
|
+$74.3K
|
+169
|
+30%
|
|
|
2043
|
Capital Wealth Planning
Naples,
Florida
|
$327K
|
-$58K
|
-132
|
-15%
|
|
|
2044
|
Clean Yield Group
Norwich,
Vermont
|
$327K
|
-$15.4K
|
-35
|
-5%
|
|
|
2045
|
Truepoint Inc
Cincinnati,
Ohio
|
$326K
|
-$9.23K
|
-21
|
-3%
|
|
|
2046
|
Pegasus Partners
Mequon,
Wisconsin
|
$325K
|
–
|
–
|
–
|
|
|
2047
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$324K
|
+$251K
|
+571
|
New
|
|
|
2048
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$324K
|
-$3.08K
|
-7
|
-1%
|
|
|
2049
|
Great Diamond Partners
Portland,
Maine
|
$324K
|
-$3.08K
|
-7
|
-1%
|
|
|
2050
|
Waypoint Wealth Partners
Mill Valley,
California
|
$324K
|
–
|
–
|
–
|
|
