|
2026
|
Aries Wealth Management
Portland,
Maine
|
$545K
|
–
|
–
|
–
|
|
|
2027
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$544K
|
+$72.3K
|
+81
|
+14%
|
|
|
2028
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$542K
|
+$13.4K
|
+15
|
+2%
|
|
|
2029
|
Burkett Asset Management
Victoria,
|
$541K
|
+$571K
|
+640
|
New
|
|
|
2030
|
Bigelow Investment Advisors
Portland,
Maine
|
$538K
|
+$56.2K
|
+63
|
+11%
|
|
|
2031
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$537K
|
–
|
–
|
–
|
|
|
2032
|
Athena Investment Management
Orinda,
California
|
$537K
|
-$38.4K
|
-43
|
-6%
|
|
|
2033
|
Ballast Inc
Lexington,
Kentucky
|
$535K
|
-$18.7K
|
-21
|
-3%
|
|
|
2034
|
Stansberry Asset Management
Westlake,
Texas
|
$535K
|
+$564K
|
+632
|
New
|
|
|
2035
|
PKS Advisory Services
Albany,
New York
|
$533K
|
+$36.6K
|
+41
|
+7%
|
|
|
2036
|
Acropolis Investment Management
St. Louis,
Missouri
|
$533K
|
–
|
–
|
–
|
|
|
2037
|
Trinity Financial Advisors
Columbus,
Ohio
|
$532K
|
-$20.5K
|
-23
|
-4%
|
|
|
2038
|
Weaver Consulting Group
Huntington Beach,
California
|
$531K
|
-$9.81K
|
-11
|
-2%
|
|
|
2039
|
Regal Investment Advisors
Kentwood,
Michigan
|
$531K
|
-$7.14K
|
-8
|
-1%
|
|
|
2040
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$530K
|
+$112K
|
+126
|
+25%
|
|
|
2041
|
Jacobs Equity
Draper,
Utah
|
$530K
|
-$3.57K
|
-4
|
-0.6%
|
|
|
2042
|
Sulzberger Capital Advisors
Miami,
Florida
|
$530K
|
–
|
–
|
–
|
|
|
2043
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$529K
|
–
|
–
|
–
|
|
|
2044
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$528K
|
+$39.3K
|
+44
|
+8%
|
|
|
2045
|
W Advisors LLC
Germantown,
Tennessee
|
$527K
|
-$892
|
-1
|
-0.2%
|
|
|
2046
|
Horizon Kinetics Asset Management
New York
|
$527K
|
-$294K
|
-330
|
-35%
|
|
|
2047
|
1ST Source Bank
South Bend,
Indiana
|
$527K
|
-$8.92K
|
-10
|
-2%
|
|
|
2048
|
American Trust
Lexington,
Kentucky
|
$527K
|
-$8.92K
|
-10
|
-2%
|
|
|
2049
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$526K
|
+$119K
|
+133
|
+27%
|
|
|
2050
|
Insight 2811 Inc
Chicago,
Illinois
|
$524K
|
–
|
–
|
–
|
|
