|
2026
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$288K
|
–
|
–
|
–
|
|
|
2027
|
Fort LP
Chevy Chase,
Maryland
|
$286K
|
+$13.5K
|
+71
|
+5%
|
|
|
2028
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$286K
|
+$270K
|
+1,421
|
New
|
|
|
2029
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$286K
|
–
|
–
|
–
|
|
|
2030
|
SMART Wealth
Omaha,
Nebraska
|
$286K
|
+$25.9K
|
+136
|
+11%
|
|
|
2031
|
Paladin Advisory Group
Clive,
Iowa
|
$285K
|
-$10.3K
|
-54
|
-4%
|
|
|
2032
|
Somerset Trust
Somerset,
Pennsylvania
|
$285K
|
+$14.7K
|
+77
|
+6%
|
|
|
2033
|
Crown Wealth Group
Charlotte,
North Carolina
|
$284K
|
-$1.14K
|
-6
|
-0.4%
|
|
|
2034
|
Planning Alternatives
Birmingham,
Michigan
|
$283K
|
–
|
–
|
–
|
|
|
2035
|
Realta Investment Advisors
Wilmington,
Delaware
|
$282K
|
+$45.5K
|
+239
|
+21%
|
|
|
2036
|
Lodestar Private Asset Management
Alamo,
California
|
$282K
|
-$34.2K
|
-180
|
-11%
|
|
|
2037
|
Berkeley Capital Partners
Milton,
Georgia
|
$281K
|
+$11.6K
|
+61
|
+5%
|
|
|
2038
|
Fiduciary Planning
Englewood,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
2039
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$281K
|
+$13.5K
|
+71
|
+5%
|
|
|
2040
|
Forza Wealth Management
Sarasota,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
2041
|
J.W. Burns & Co
Dewitt,
New York
|
$279K
|
–
|
–
|
–
|
|
|
2042
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$279K
|
-$8.56K
|
-45
|
-3%
|
|
|
2043
|
Centennial Bank
Conway,
Arkansas
|
$279K
|
-$12.2K
|
-64
|
-4%
|
|
|
2044
|
Members Wealth
Media,
Pennsylvania
|
$278K
|
+$234K
|
+1,232
|
New
|
|
|
2045
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$278K
|
-$51.9K
|
-273
|
-17%
|
|
|
2046
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$278K
|
-$22.8K
|
-120
|
-8%
|
|
|
2047
|
Bosun Asset Management
Chicago,
Illinois
|
$277K
|
+$190
|
+1
|
+0.1%
|
|
|
2048
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$277K
|
-$190
|
-1
|
-0.1%
|
|
|
2049
|
Hamilton Capital
Columbus,
Ohio
|
$277K
|
-$120K
|
-633
|
-32%
|
|
|
2050
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$276K
|
+$190
|
+1
|
+0.1%
|
|
