|
2026
|
Rockline Wealth Management
Plainview,
New York
|
$357K
|
–
|
–
|
–
|
|
|
2027
|
Trilogy Capital
Irvine,
California
|
$355K
|
-$233K
|
-1,153
|
-42%
|
|
|
2028
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$354K
|
-$213K
|
-1,050
|
-39%
|
|
|
2029
|
Allen Capital Group
Grand Island,
Nebraska
|
$354K
|
+$2.23K
|
+11
|
+0.7%
|
|
|
2030
|
Shufro Rose & Co
New York
|
$352K
|
–
|
–
|
–
|
|
|
2031
|
AXS Investments
Port Chester,
New York
|
$351K
|
-$177K
|
-875
|
-35%
|
|
|
2032
|
PFC Capital Group
Los Angeles,
California
|
$351K
|
-$260K
|
-1,283
|
-44%
|
|
|
2033
|
Detalus Advisors
St. Louis,
Missouri
|
$351K
|
-$6.88K
|
-34
|
-2%
|
|
|
2034
|
Lodestar Private Asset Management
Alamo,
California
|
$350K
|
+$45.1K
|
+223
|
+16%
|
|
|
2035
|
Regatta Capital Group
El Segundo,
California
|
$350K
|
+$3.85K
|
+19
|
+1%
|
|
|
2036
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$350K
|
–
|
–
|
–
|
|
|
2037
|
Gould Asset Management
Claremont,
California
|
$350K
|
-$9.5K
|
-47
|
-3%
|
|
|
2038
|
GGM Financials
Columbus,
Ohio
|
$349K
|
+$1.01K
|
+5
|
+0.3%
|
|
|
2039
|
Summit Wealth Partners
Orlando,
Florida
|
$348K
|
–
|
–
|
–
|
|
|
2040
|
Fiduciary Financial Group
San Rafael,
California
|
$347K
|
+$7.08K
|
+35
|
+2%
|
|
|
2041
|
J. Safra Asset Management
New York
|
$347K
|
–
|
–
|
–
|
|
|
2042
|
Omnia Family Wealth
Aventura,
Florida
|
$347K
|
+$42.7K
|
+211
|
+15%
|
|
|
2043
|
Optimum Investment Advisors
Chicago,
Illinois
|
$345K
|
–
|
–
|
–
|
|
|
2044
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$343K
|
+$127K
|
+626
|
+67%
|
|
|
2045
|
Peregrine Asset Advisers
Portland,
Oregon
|
$343K
|
-$2.83K
|
-14
|
-0.9%
|
|
|
2046
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$342K
|
+$405
|
+2
|
+0.1%
|
|
|
2047
|
Centricity Wealth Management
Westerville,
Ohio
|
$341K
|
-$10.1K
|
-50
|
-3%
|
|
|
2048
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$339K
|
+$313K
|
+1,545
|
New
|
|
|
2049
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$338K
|
+$80.8K
|
+399
|
+35%
|
|
|
2050
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$336K
|
–
|
–
|
–
|
|
