|
2026
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$239K
|
-$18.6K
|
-382
|
-7%
|
|
|
2027
|
BOK Financial Private Wealth
Denver,
Colorado
|
$239K
|
-$14.6K
|
-299
|
-6%
|
|
|
2028
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$239K
|
-$1.22K
|
-25
|
-0.5%
|
|
|
2029
|
First National Bank of Omaha
Omaha,
Nebraska
|
$238K
|
-$40.4K
|
-831
|
-14%
|
|
|
2030
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$238K
|
+$32.7K
|
+672
|
+15%
|
|
|
2031
|
Keel Point
Huntsville,
Alabama
|
$238K
|
+$245K
|
+5,036
|
New
|
|
|
2032
|
Infrastructure Capital Advisors
New York
|
$237K
|
-$29.2K
|
-600
|
-11%
|
|
|
2033
|
Camelot Portfolios
Maumee,
Ohio
|
$236K
|
-$8.32K
|
-171
|
-3%
|
|
|
2034
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$236K
|
+$6.57K
|
+135
|
+3%
|
|
|
2035
|
Dodge & Cox
San Francisco,
California
|
$236K
|
+$243K
|
+5,000
|
New
|
|
|
2036
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$234K
|
-$29.2K
|
-600
|
-11%
|
|
|
2037
|
C-J Advisory
San Jose,
California
|
$232K
|
–
|
–
|
–
|
|
|
2038
|
Profit Investment Management
North Bethesda,
Maryland
|
$232K
|
–
|
–
|
–
|
|
|
2039
|
The Family Firm
Bethesda,
Maryland
|
$231K
|
+$7.64K
|
+157
|
+3%
|
|
|
2040
|
American Money Management
Rancho Santa Fe,
California
|
$230K
|
-$9.73K
|
-200
|
-4%
|
|
|
2041
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$230K
|
+$97
|
+2
|
+0%
|
|
|
2042
|
Vision Capital Management
Portland,
Oregon
|
$229K
|
–
|
–
|
–
|
|
|
2043
|
Baystate Wealth Management
Boston,
Massachusetts
|
$229K
|
+$44.7K
|
+919
|
+22%
|
|
|
2044
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$228K
|
+$3.6K
|
+74
|
+2%
|
|
|
2045
|
Cardan Capital Partners
Denver,
Colorado
|
$227K
|
+$1.46K
|
+30
|
+0.6%
|
|
|
2046
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$227K
|
+$11.7K
|
+241
|
+5%
|
|
|
2047
|
Security Asset Management
New York
|
$225K
|
-$23.5K
|
-483
|
-9%
|
|
|
2048
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$225K
|
+$232K
|
+4,758
|
New
|
|
|
2049
|
Segment Wealth Management
Houston,
Texas
|
$224K
|
-$28.4K
|
-583
|
-11%
|
|
|
2050
|
Blankinship & Foster
Solana Beach,
California
|
$223K
|
+$229K
|
+4,708
|
New
|
|
