|
2026
|
Members Trust
Tampa,
Florida
|
$721K
|
+$6.91K
|
+15
|
+1%
|
|
|
2027
|
WealthOne
Albany,
New York
|
$718K
|
-$185K
|
-402
|
-21%
|
|
|
2028
|
Madden Advisory Services
Jacksonville,
Florida
|
$718K
|
+$41.9K
|
+91
|
+6%
|
|
|
2029
|
January Capital Advisors
San Francisco,
California
|
$716K
|
+$692K
|
+1,502
|
New
|
|
|
2030
|
Bennett Selby Investments
Falmouth,
Maine
|
$715K
|
-$8.29K
|
-18
|
-1%
|
|
|
2031
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$715K
|
–
|
–
|
–
|
|
|
2032
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$715K
|
+$691K
|
+1,500
|
New
|
|
|
2033
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$712K
|
-$26.7K
|
-58
|
-4%
|
|
|
2034
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$712K
|
+$67.7K
|
+147
|
+11%
|
|
|
2035
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$712K
|
+$74.2K
|
+161
|
+12%
|
|
|
2036
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$711K
|
+$1.38K
|
+3
|
+0.2%
|
|
|
2037
|
Tocqueville Asset Management
New York
|
$707K
|
+$200K
|
+435
|
+42%
|
|
|
2038
|
Pinion Investment Advisors
Wichita,
Kansas
|
$707K
|
+$683K
|
+1,483
|
New
|
|
|
2039
|
Sonora Investment Management Group
Tucson,
Arizona
|
$706K
|
+$682K
|
+1,479
|
New
|
|
|
2040
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$701K
|
-$10.6K
|
-23
|
-2%
|
|
|
2041
|
Strategic Equity Management
Tucson,
Arizona
|
$701K
|
+$92.2K
|
+200
|
+16%
|
|
|
2042
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$699K
|
+$14.3K
|
+31
|
+2%
|
|
|
2043
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$697K
|
–
|
–
|
–
|
|
|
2044
|
Shearwater Capital
Denver,
Colorado
|
$696K
|
+$672K
|
+1,459
|
New
|
|
|
2045
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$695K
|
-$6.91K
|
-15
|
-1%
|
|
|
2046
|
Planned Solutions
Folsom,
California
|
$693K
|
+$669K
|
+1,452
|
New
|
|
|
2047
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$688K
|
+$665K
|
+1,443
|
New
|
|
|
2048
|
Norway Savings Bank
Portland,
Maine
|
$687K
|
-$21.2K
|
-46
|
-3%
|
|
|
2049
|
Front Row Advisors
Tiburon,
California
|
$687K
|
–
|
–
|
–
|
|
|
2050
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$686K
|
-$20.7K
|
-45
|
-3%
|
|
