|
2026
|
DDD Partners
Bellevue,
Washington
|
$274K
|
–
|
–
|
–
|
|
|
2027
|
Cedar Wealth Management
Walnut Creek,
California
|
$273K
|
–
|
–
|
–
|
|
|
2028
|
North Star Asset Management
Neenah,
Wisconsin
|
$271K
|
–
|
–
|
–
|
|
|
2029
|
BNC Wealth Management
Beaverton,
Oregon
|
$270K
|
+$774
|
+2
|
+0.3%
|
|
|
2030
|
Monetary Management Group
St Louis,
Missouri
|
$268K
|
–
|
–
|
–
|
|
|
2031
|
Lokken Investment Group
Lewes,
Delaware
|
$267K
|
-$8.9K
|
-23
|
-3%
|
|
|
2032
|
NWK Group
San Francisco,
California
|
$267K
|
-$2.71K
|
-7
|
-1%
|
|
|
2033
|
Kaizen Financial Strategies
Campbell,
California
|
$265K
|
-$113K
|
-291
|
-30%
|
|
|
2034
|
LifeSteps Financial
Claremont,
California
|
$265K
|
–
|
–
|
–
|
|
|
2035
|
Private Asset Management
San Diego,
California
|
$265K
|
+$257K
|
+665
|
New
|
|
|
2036
|
Copperleaf Capital
Raleigh,
North Carolina
|
$263K
|
-$89K
|
-230
|
-26%
|
|
|
2037
|
Meridian Investment Counsel
Lafayette,
California
|
$263K
|
–
|
–
|
–
|
|
|
2038
|
TFG Advisers
Auburn Hills,
Michigan
|
$262K
|
-$4.26K
|
-11
|
-2%
|
|
|
2039
|
Simplex Trading
Chicago,
Illinois
|
$260K
|
+$253K
|
+654
|
New
|
|
|
2040
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$259K
|
-$38.7K
|
-100
|
-13%
|
|
|
2041
|
Prentice Wealth Management
Rochester,
New York
|
$259K
|
+$252K
|
+650
|
New
|
|
|
2042
|
Ziegler Capital Management
Chicago,
Illinois
|
$255K
|
–
|
–
|
–
|
|
|
2043
|
West Oak Capital
Westlake Village,
California
|
$254K
|
–
|
–
|
–
|
|
|
2044
|
Barnett & Company
Chattanooga,
Tennessee
|
$253K
|
-$58.1K
|
-150
|
-19%
|
|
|
2045
|
Waterfront Wealth
Overland Park,
Kansas
|
$253K
|
-$14.3K
|
-37
|
-6%
|
|
|
2046
|
Resource Management
Metairie,
Louisiana
|
$252K
|
-$36K
|
-93
|
-13%
|
|
|
2047
|
Goodman Financial
Houston,
Texas
|
$252K
|
-$9.68K
|
-25
|
-4%
|
|
|
2048
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$252K
|
–
|
–
|
–
|
|
|
2049
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$252K
|
+$245K
|
+634
|
New
|
|
|
2050
|
Investment Counsel
Petoskey,
Michigan
|
$251K
|
–
|
–
|
–
|
|
