|
2026
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$656K
|
+$6.75K
|
+100
|
+1%
|
|
|
2027
|
Kalos Management
Alpharetta,
Georgia
|
$653K
|
-$63.4K
|
-940
|
-9%
|
|
|
2028
|
Monterey Private Wealth
Monterey,
California
|
$652K
|
–
|
–
|
–
|
|
|
2029
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$650K
|
-$551K
|
-8,160
|
-47%
|
|
|
2030
|
|
$650K
|
+$621K
|
+9,200
|
New
|
|
|
2031
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$649K
|
–
|
–
|
–
|
|
|
2032
|
Summit Asset Management
Memphis,
Tennessee
|
$645K
|
-$18.9K
|
-280
|
-3%
|
|
|
2033
|
DFPG Investments
Sandy,
Utah
|
$645K
|
+$113K
|
+1,680
|
+24%
|
|
|
2034
|
|
$643K
|
–
|
–
|
–
|
|
|
2035
|
Klingman & Associates
New York
|
$642K
|
+$16.2K
|
+240
|
+3%
|
|
|
2036
|
Camelot Portfolios
Maumee,
Ohio
|
$642K
|
+$197K
|
+2,920
|
+47%
|
|
|
2037
|
|
$639K
|
+$126K
|
+1,860
|
+26%
|
|
|
2038
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$639K
|
+$134K
|
+1,980
|
+28%
|
|
|
2039
|
Tiger Eye Capital
Nashville,
Tennessee
|
$639K
|
+$185K
|
+2,740
|
+43%
|
|
|
2040
|
WJ Wealth Management
Glendale,
Arizona
|
$637K
|
+$318K
|
+4,720
|
+109%
|
|
|
2041
|
MV Capital Management
Bethesda,
Maryland
|
$636K
|
+$82.3K
|
+1,220
|
+16%
|
|
|
2042
|
Wedgewood Investors
Erie,
Pennsylvania
|
$633K
|
–
|
–
|
–
|
|
|
2043
|
Truvestments Capital
Sarasota,
Florida
|
$631K
|
-$240K
|
-3,560
|
-28%
|
|
|
2044
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$630K
|
–
|
–
|
–
|
|
|
2045
|
180 Wealth Advisors
Federal Way,
Washington
|
$630K
|
+$13.5K
|
+200
|
+2%
|
|
|
2046
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$629K
|
–
|
–
|
–
|
|
|
2047
|
Dearborn Partners
Chicago,
Illinois
|
$629K
|
+$67.5K
|
+1,000
|
+13%
|
|
|
2048
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$626K
|
+$48.6K
|
+720
|
+9%
|
|
|
2049
|
55I LLC
Boston,
Massachusetts
|
$625K
|
+$597K
|
+8,840
|
New
|
|
|
2050
|
Elmwood Wealth Management
Berkeley,
California
|
$623K
|
-$1.5M
|
-22,260
|
-72%
|
|
