|
2026
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$284K
|
+$283K
|
+1,459
|
New
|
|
|
2027
|
Clifford Group
Wayland,
Massachusetts
|
$284K
|
-$11.6K
|
-60
|
-4%
|
|
|
2028
|
Pavion Blue Capital
Newport Beach,
California
|
$283K
|
–
|
–
|
–
|
|
|
2029
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$283K
|
+$1.55K
|
+8
|
+0.6%
|
|
|
2030
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$283K
|
–
|
–
|
–
|
|
|
2031
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$283K
|
-$152K
|
-783
|
-35%
|
|
|
2032
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$283K
|
+$56.6K
|
+292
|
+25%
|
|
|
2033
|
CenterBook Partners
Greenwich,
Connecticut
|
$282K
|
+$281K
|
+1,449
|
New
|
|
|
2034
|
CVA Family Office
Denver,
Colorado
|
$282K
|
-$46.9K
|
-242
|
-14%
|
|
|
2035
|
TriaGen Wealth Management
Calabasas,
California
|
$282K
|
–
|
–
|
–
|
|
|
2036
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$282K
|
+$6.79K
|
+35
|
+2%
|
|
|
2037
|
Barrett & Company
Providence,
Rhode Island
|
$281K
|
+$582
|
+3
|
+0.2%
|
|
|
2038
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$281K
|
-$2.13K
|
-11
|
-0.8%
|
|
|
2039
|
Scholtz & Company
Stamford,
Connecticut
|
$280K
|
+$279K
|
+1,438
|
New
|
|
|
2040
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$280K
|
+$19.6K
|
+101
|
+8%
|
|
|
2041
|
One Wealth Advisors
San Francisco,
California
|
$280K
|
+$25.6K
|
+132
|
+10%
|
|
|
2042
|
Saxon Interests
Houston,
Texas
|
$280K
|
+$19.2K
|
+99
|
+7%
|
|
|
2043
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$279K
|
–
|
–
|
–
|
|
|
2044
|
Key Financial Inc
West Chester,
Pennsylvania
|
$279K
|
-$18.6K
|
-96
|
-6%
|
|
|
2045
|
Pacific Capital Wealth Advisors
Corona,
California
|
$279K
|
-$33.4K
|
-172
|
-11%
|
|
|
2046
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$279K
|
-$1.94K
|
-10
|
-0.7%
|
|
|
2047
|
Taurus Asset Management
New York
|
$278K
|
+$14.5K
|
+75
|
+6%
|
|
|
2048
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$278K
|
+$1.36K
|
+7
|
+0.5%
|
|
|
2049
|
First National Corp
Rockland,
Massachusetts
|
$277K
|
-$32.2K
|
-166
|
-10%
|
|
|
2050
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$277K
|
+$194
|
+1
|
+0.1%
|
|
