|
2026
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$222K
|
–
|
–
|
–
|
|
|
2027
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$221K
|
-$13K
|
-73
|
-5%
|
|
|
2028
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$221K
|
+$178
|
+1
|
+0.1%
|
|
|
2029
|
Bailard
Foster City,
California
|
$220K
|
–
|
–
|
–
|
|
|
2030
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$220K
|
-$64.2K
|
-360
|
-21%
|
|
|
2031
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$220K
|
-$3.75K
|
-21
|
-2%
|
|
|
2032
|
Southland Equity Partners
Wildwood,
Missouri
|
$220K
|
+$235K
|
+1,317
|
New
|
|
|
2033
|
Bristlecone Advisors
Bellevue,
Washington
|
$220K
|
-$8.74K
|
-49
|
-4%
|
|
|
2034
|
Sittner & Nelson
Eugene,
Oregon
|
$220K
|
-$178
|
-1
|
-0.1%
|
|
|
2035
|
|
$219K
|
-$12.5K
|
-70
|
-5%
|
|
|
2036
|
Principal Street Partners
Memphis,
Tennessee
|
$219K
|
–
|
–
|
–
|
|
|
2037
|
Apexium Financial
Dallas,
Texas
|
$219K
|
+$33.9K
|
+190
|
+17%
|
|
|
2038
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$218K
|
–
|
–
|
–
|
|
|
2039
|
Hilltop National Bank
Casper,
Wyoming
|
$217K
|
-$2.85K
|
-16
|
-1%
|
|
|
2040
|
Bourgeon Capital Management
Darien,
Connecticut
|
$217K
|
–
|
–
|
–
|
|
|
2041
|
Dearborn Partners
Chicago,
Illinois
|
$217K
|
+$232K
|
+1,301
|
New
|
|
|
2042
|
Level Wealth Management
Greensboro,
North Carolina
|
$217K
|
+$232K
|
+1,301
|
New
|
|
|
2043
|
TD Capital Management
Memphis,
Tennessee
|
$217K
|
+$1.96K
|
+11
|
+0.9%
|
|
|
2044
|
PGIM Custom Harvest
Newark,
New Jersey
|
$217K
|
+$25.9K
|
+145
|
+13%
|
|
|
2045
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$217K
|
-$9.64K
|
-54
|
-4%
|
|
|
2046
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$216K
|
-$21.4K
|
-120
|
-8%
|
|
|
2047
|
Laurion Capital Management
New York
|
$216K
|
+$42.1K
|
+236
|
+22%
|
|
|
2048
|
TCFG Wealth Management
Laguna Niguel,
California
|
$216K
|
+$178
|
+1
|
+0.1%
|
|
|
2049
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$215K
|
+$231K
|
+1,292
|
New
|
|
|
2050
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$215K
|
+$5.71K
|
+32
|
+3%
|
|
