|
2026
|
Hoey Investments
Coatesville,
Pennsylvania
|
$1.02M
|
-$239K
|
-1,492
|
-19%
|
|
|
2027
|
Security National Bank
Omaha,
Nebraska
|
$1.02M
|
+$342K
|
+2,134
|
+49%
|
|
|
2028
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.02M
|
+$37.2K
|
+232
|
+4%
|
|
|
2029
|
ViaWealth
Leawood,
Kansas
|
$1.02M
|
-$19.2K
|
-120
|
-2%
|
|
|
2030
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.01M
|
+$16K
|
+100
|
+2%
|
|
|
2031
|
InceptionR
Lafayette,
California
|
$1.01M
|
+$7.38K
|
+46
|
+0.7%
|
|
|
2032
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.01M
|
+$469K
|
+2,923
|
+83%
|
|
|
2033
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.01M
|
+$66.1K
|
+412
|
+7%
|
|
|
2034
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.01M
|
+$210K
|
+1,312
|
+26%
|
|
|
2035
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.01M
|
+$5.77K
|
+36
|
+0.6%
|
|
|
2036
|
Engineers Gate Manager
New York
|
$1.01M
|
-$3.2M
|
-19,979
|
-76%
|
|
|
2037
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.01M
|
+$14.3K
|
+89
|
+1%
|
|
|
2038
|
Edge Wealth Management
New York
|
$1M
|
+$39.6K
|
+247
|
+4%
|
|
|
2039
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1,000K
|
+$362K
|
+2,260
|
+55%
|
|
|
2040
|
Consilium Wealth Advisory
Richardson,
Texas
|
$1,000K
|
-$99.6K
|
-621
|
-9%
|
|
|
2041
|
Evoke Wealth
Los Angeles,
California
|
$999K
|
+$64.3K
|
+401
|
+7%
|
|
|
2042
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$999K
|
+$23.9K
|
+149
|
+2%
|
|
|
2043
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$998K
|
+$613K
|
+3,821
|
+152%
|
|
|
2044
|
Barrett & Company
Providence,
Rhode Island
|
$997K
|
+$24K
|
+150
|
+2%
|
|
|
2045
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$997K
|
+$110K
|
+686
|
+12%
|
|
|
2046
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$996K
|
-$63K
|
-393
|
-6%
|
|
|
2047
|
Manchester Capital Management
Manchester,
Vermont
|
$995K
|
-$3.85K
|
-24
|
-0.4%
|
|
|
2048
|
DF Dent & Co
Baltimore,
Maryland
|
$995K
|
+$210K
|
+1,310
|
+26%
|
|
|
2049
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$994K
|
-$13.6K
|
-85
|
-1%
|
|
|
2050
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$993K
|
+$6.25K
|
+39
|
+0.6%
|
|
