|
2026
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$224K
|
+$16.3K
|
+124
|
+7%
|
|
|
2027
|
WrapManager Inc
Mill Valley,
California
|
$223K
|
-$22.7K
|
-173
|
-8%
|
|
|
2028
|
Wade Financial Advisory
Campbell,
California
|
$222K
|
-$40.3K
|
-307
|
-14%
|
|
|
2029
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
2030
|
Sterling Investment Counsel
Buffalo,
New York
|
$222K
|
–
|
–
|
–
|
|
|
2031
|
Beck Capital Management
Austin,
Texas
|
$222K
|
+$245K
|
+1,868
|
New
|
|
|
2032
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$221K
|
-$24.7K
|
-188
|
-9%
|
|
|
2033
|
Red Door Wealth Management
Memphis,
Tennessee
|
$220K
|
-$55.6K
|
-424
|
-19%
|
|
|
2034
|
Middleton & Co
Boston,
Massachusetts
|
$220K
|
-$13.1K
|
-100
|
-5%
|
|
|
2035
|
Rock Point Advisors
Burlington,
Vermont
|
$220K
|
-$2.63K
|
-20
|
-1%
|
|
|
2036
|
Cook Wealth
Raleigh,
North Carolina
|
$220K
|
–
|
–
|
–
|
|
|
2037
|
Howard Capital Management Group
Los Angeles,
California
|
$220K
|
–
|
–
|
–
|
|
|
2038
|
Stableford Capital II
Scottsdale,
Arizona
|
$220K
|
–
|
–
|
–
|
|
|
2039
|
Summit Financial Strategies
Columbus,
Ohio
|
$220K
|
+$20.2K
|
+154
|
+9%
|
|
|
2040
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$219K
|
-$23.4K
|
-178
|
-10%
|
|
|
2041
|
First Business Financial Services
Madison,
Wisconsin
|
$219K
|
+$15.4K
|
+117
|
+7%
|
|
|
2042
|
Salomon & Ludwin
Richmond,
Virginia
|
$219K
|
+$241K
|
+1,840
|
New
|
|
|
2043
|
Procyon Advisors
Shelton,
Connecticut
|
$218K
|
-$26.8K
|
-204
|
-10%
|
|
|
2044
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$218K
|
-$3.41K
|
-26
|
-1%
|
|
|
2045
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
$218K
|
–
|
–
|
–
|
|
|
2046
|
Planning Center Inc
Moline,
Illinois
|
$218K
|
–
|
–
|
–
|
|
|
2047
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$218K
|
+$158K
|
+1,207
|
+193%
|
|
|
2048
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$217K
|
–
|
–
|
–
|
|
|
2049
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$217K
|
-$123K
|
-941
|
-34%
|
|
|
2050
|
Camden National Bank
Camden,
Maine
|
$217K
|
-$44.6K
|
-340
|
-16%
|
|
