|
2026
|
First Long Island Investors
Jericho,
New York
|
$267K
|
-$1.52K
|
-32
|
-0.6%
|
|
|
2027
|
GSB Wealth Management
Guilford,
Connecticut
|
$266K
|
+$1.43K
|
+30
|
+0.6%
|
|
|
2028
|
Berman Capital Advisors
Atlanta,
Georgia
|
$262K
|
+$15.1K
|
+318
|
+7%
|
|
|
2029
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$262K
|
+$239K
|
+5,032
|
New
|
|
|
2030
|
Paulson Wealth Management
Wheaton,
Illinois
|
$261K
|
+$8.08K
|
+170
|
+4%
|
|
|
2031
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$260K
|
+$151K
|
+3,175
|
+176%
|
|
|
2032
|
Risk Paradigm Group
Austin,
Texas
|
$259K
|
-$23.3K
|
-490
|
-9%
|
|
|
2033
|
McGowan Group Asset Management
Dallas,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
2034
|
Hendley & Co
Zanesville,
Ohio
|
$259K
|
+$19.4K
|
+409
|
+9%
|
|
|
2035
|
CFO4Life Group
Coppell,
Texas
|
$259K
|
+$237K
|
+4,980
|
New
|
|
|
2036
|
Colorado Capital Management
Boulder,
Colorado
|
$258K
|
-$52.8K
|
-1,112
|
-18%
|
|
|
2037
|
Avity Investment Management
Greenwich,
Connecticut
|
$257K
|
–
|
–
|
–
|
|
|
2038
|
Profit Investment Management
North Bethesda,
Maryland
|
$256K
|
-$266K
|
-5,603
|
-53%
|
|
|
2039
|
Towerpoint Wealth
Sacramento,
California
|
$255K
|
+$4.99K
|
+105
|
+2%
|
|
|
2040
|
SYM Financial Corp
Winona Lake,
Indiana
|
$253K
|
-$124K
|
-2,605
|
-35%
|
|
|
2041
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$253K
|
-$14.2K
|
-298
|
-6%
|
|
|
2042
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$252K
|
+$230K
|
+4,847
|
New
|
|
|
2043
|
First Business Financial Services
Madison,
Wisconsin
|
$249K
|
-$45.1K
|
-950
|
-17%
|
|
|
2044
|
Lehman Financial Resources
Media,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
2045
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$249K
|
+$180K
|
+3,789
|
+379%
|
|
|
2046
|
Summit Financial Strategies
Columbus,
Ohio
|
$249K
|
+$227K
|
+4,775
|
New
|
|
|
2047
|
Smart Portfolios LLC
Seattle,
Washington
|
$248K
|
+$227K
|
+4,769
|
New
|
|
|
2048
|
Iron Gate Global Advisors
Nsl,
Utah
|
$247K
|
+$226K
|
+4,750
|
New
|
|
|
2049
|
Corrigan Financial
Middletown,
Rhode Island
|
$246K
|
+$225K
|
+4,730
|
New
|
|
|
2050
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$245K
|
-$3.47M
|
-73,045
|
-94%
|
|
