|
2026
|
Sargent Investment Group
Bethesda,
Maryland
|
$264K
|
-$17.2K
|
-505
|
-5%
|
|
|
2027
|
J2 Capital Management
Troy,
Michigan
|
$264K
|
+$350K
|
+10,260
|
New
|
|
|
2028
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$262K
|
-$125K
|
-3,680
|
-27%
|
|
|
2029
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$262K
|
-$14.8K
|
-434
|
-4%
|
|
|
2030
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$262K
|
-$3.51K
|
-103
|
-1%
|
|
|
2031
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$261K
|
+$7.26K
|
+213
|
+2%
|
|
|
2032
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$260K
|
-$37.4K
|
-1,098
|
-10%
|
|
|
2033
|
1900 Wealth Management
San Antonio,
Texas
|
$260K
|
-$33.5K
|
-984
|
-9%
|
|
|
2034
|
Mill Capital Management
Concord,
North Carolina
|
$260K
|
–
|
–
|
–
|
|
|
2035
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$260K
|
+$3.48K
|
+102
|
+1%
|
|
|
2036
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$259K
|
+$343K
|
+10,046
|
New
|
|
|
2037
|
First National Bank of Omaha
Omaha,
Nebraska
|
$258K
|
-$17K
|
-500
|
-5%
|
|
|
2038
|
Crew Capital Management
Cincinnati,
Ohio
|
$258K
|
-$10.5K
|
-309
|
-3%
|
|
|
2039
|
KB Financial Partners
Princeton,
New Jersey
|
$258K
|
+$65.9K
|
+1,933
|
+24%
|
|
|
2040
|
Lumina Fund Management
New York
|
$258K
|
+$256K
|
+7,500
|
+300%
|
|
|
2041
|
DCF Advisers
Greenwich,
Connecticut
|
$258K
|
+$341K
|
+10,000
|
New
|
|
|
2042
|
Trinity Financial Advisors
Columbus,
Ohio
|
$257K
|
-$85.4K
|
-2,506
|
-20%
|
|
|
2043
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$257K
|
-$30.7K
|
-900
|
-8%
|
|
|
2044
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$257K
|
–
|
–
|
–
|
|
|
2045
|
Jupiter Wealth Management
Glendale,
Colorado
|
$257K
|
–
|
–
|
–
|
|
|
2046
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$256K
|
+$56.4K
|
+1,655
|
+20%
|
|
|
2047
|
Main Street Research
Lakeville,
Connecticut
|
$256K
|
+$80.9K
|
+2,372
|
+31%
|
|
|
2048
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$255K
|
-$329K
|
-9,656
|
Closed
|
|
|
2049
|
Jones Financial Companies
Des Peres,
Missouri
|
$255K
|
-$50.6K
|
-1,484
|
-13%
|
|
|
2050
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$254K
|
-$316K
|
-9,262
|
-48%
|
|
