|
2026
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$512K
|
+$12.4K
|
+63
|
+3%
|
|
|
2027
|
Fidelity International
Hamilton,
Bermuda
|
$511K
|
+$49.8K
|
+254
|
+12%
|
|
|
2028
|
Court Place Advisors
Ellicott City,
Maryland
|
$510K
|
–
|
–
|
–
|
|
|
2029
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$510K
|
-$980
|
-5
|
-0.2%
|
|
|
2030
|
Horizon Wealth Management
La Grange,
Illinois
|
$510K
|
+$22K
|
+112
|
+5%
|
|
|
2031
|
Destination Wealth Management
Walnut Creek,
California
|
$508K
|
+$43.5K
|
+222
|
+11%
|
|
|
2032
|
Lodestar Private Asset Management
Alamo,
California
|
$508K
|
-$588
|
-3
|
-0.1%
|
|
|
2033
|
Oakworth Capital
Birmingham,
Alabama
|
$507K
|
+$107K
|
+544
|
+31%
|
|
|
2034
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$507K
|
-$7.06K
|
-36
|
-2%
|
|
|
2035
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$507K
|
+$1.57K
|
+8
|
+0.4%
|
|
|
2036
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$506K
|
-$7.25K
|
-37
|
-2%
|
|
|
2037
|
Lokken Investment Group
Lewes,
Delaware
|
$505K
|
+$2.16K
|
+11
|
+0.5%
|
|
|
2038
|
CM Wealth Advisors
Beachwood,
Ohio
|
$505K
|
–
|
–
|
–
|
|
|
2039
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$505K
|
–
|
–
|
–
|
|
|
2040
|
Umpqua Bank
Lake Oswego,
Oregon
|
$504K
|
+$18.4K
|
+94
|
+4%
|
|
|
2041
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$503K
|
-$196
|
-1
|
-0%
|
|
|
2042
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$503K
|
-$52K
|
-265
|
-10%
|
|
|
2043
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$503K
|
+$26.3K
|
+134
|
+6%
|
|
|
2044
|
Rench Wealth Management
Denton,
Texas
|
$502K
|
-$350K
|
-1,784
|
-44%
|
|
|
2045
|
Fiduciary Financial Group
San Rafael,
California
|
$501K
|
+$42.5K
|
+217
|
+11%
|
|
|
2046
|
Eagle Strategies
New York
|
$501K
|
-$25.9K
|
-132
|
-6%
|
|
|
2047
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$500K
|
+$7.25K
|
+37
|
+2%
|
|
|
2048
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$500K
|
+$26.9K
|
+137
|
+6%
|
|
|
2049
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$500K
|
+$3.33K
|
+17
|
+0.8%
|
|
|
2050
|
Evanson Asset Management
Carmel,
California
|
$498K
|
+$30.4K
|
+155
|
+7%
|
|
