|
2026
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$244K
|
-$6.73K
|
-69
|
-3%
|
|
|
2027
|
Powell Investment Advisors
Miami,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
2028
|
Evoke Wealth
Los Angeles,
California
|
$243K
|
-$41.2K
|
-422
|
-14%
|
|
|
2029
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$243K
|
+$195
|
+2
|
+0.1%
|
|
|
2030
|
FirstPurpose Wealth
Orem,
Utah
|
$242K
|
+$21.6K
|
+221
|
+9%
|
|
|
2031
|
Investment Advisory Group
Hanover,
Massachusetts
|
$241K
|
-$19.5K
|
-200
|
-7%
|
|
|
2032
|
Cambridge Advisors
Omaha,
Nebraska
|
$240K
|
-$14.5K
|
-149
|
-5%
|
|
|
2033
|
Wedge Capital Management
Charlotte,
North Carolina
|
$240K
|
+$488
|
+5
|
+0.2%
|
|
|
2034
|
Spinnaker Investment Group
Newport Beach,
California
|
$239K
|
-$29.4K
|
-301
|
-10%
|
|
|
2035
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$239K
|
-$28K
|
-287
|
-10%
|
|
|
2036
|
Red Door Wealth Management
Memphis,
Tennessee
|
$239K
|
-$1.76K
|
-18
|
-0.7%
|
|
|
2037
|
Financial Advisors Network
Tustin,
California
|
$239K
|
-$1.66K
|
-17
|
-0.7%
|
|
|
2038
|
IFG Advisors
St. Louis,
Missouri
|
$238K
|
-$781
|
-8
|
-0.3%
|
|
|
2039
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$237K
|
-$24.3M
|
-249,471
|
-9%
|
|
|
2040
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$237K
|
-$8.49K
|
-87
|
-3%
|
|
|
2041
|
Yorktown Management & Research Company
Forest,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
2042
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$237K
|
+$250K
|
+2,557
|
New
|
|
|
2043
|
Eagle Bay Advisors
New York
|
$236K
|
-$11K
|
-113
|
-4%
|
|
|
2044
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$236K
|
+$5.56K
|
+57
|
+2%
|
|
|
2045
|
Angeles Investment Advisors
Santa Monica,
California
|
$235K
|
-$120K
|
-1,225
|
-33%
|
|
|
2046
|
Willner & Heller
Encino,
California
|
$233K
|
+$2.25K
|
+23
|
+0.9%
|
|
|
2047
|
BigSur Wealth Management
Miami,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
2048
|
Procyon Advisors
Shelton,
Connecticut
|
$231K
|
-$554K
|
-5,677
|
-69%
|
|
|
2049
|
Inverness Counsel
New York
|
$231K
|
–
|
–
|
–
|
|
|
2050
|
Pluribus Labs
Mill Valley,
California
|
$231K
|
+$243K
|
+2,492
|
New
|
|
