|
2026
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$742K
|
+$329K
|
+853
|
+79%
|
|
|
2027
|
Laidlaw Wealth Management
New York City,
New York
|
$734K
|
+$8.49K
|
+22
|
+1%
|
|
|
2028
|
Lockerman Financial Group
Newport Beach,
California
|
$732K
|
+$289K
|
+750
|
+65%
|
|
|
2029
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$732K
|
+$41.7K
|
+108
|
+6%
|
|
|
2030
|
Prosperity Wealth Management
San Ramon,
California
|
$731K
|
+$734K
|
+1,903
|
New
|
|
|
2031
|
First American Trust
Santa Ana,
California
|
$729K
|
-$13.9K
|
-36
|
-2%
|
|
|
2032
|
Silicon Hills Wealth Management
Austin,
Texas
|
$729K
|
-$190K
|
-492
|
-21%
|
|
|
2033
|
Vontobel Holding
Zurich,
Switzerland
|
$727K
|
+$208K
|
+540
|
+40%
|
|
|
2034
|
Silicon Valley Capital Partners
San Jose,
California
|
$726K
|
-$197K
|
-511
|
-21%
|
|
|
2035
|
Tiemann Investment Advisors
Menlo Park,
California
|
$723K
|
-$17.4K
|
-45
|
-2%
|
|
|
2036
|
Searle & Co
Greenwich,
Connecticut
|
$714K
|
–
|
–
|
–
|
|
|
2037
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$714K
|
-$575K
|
-1,490
|
-45%
|
|
|
2038
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$713K
|
–
|
–
|
–
|
|
|
2039
|
Cable Hill Partners
Portland,
Oregon
|
$711K
|
-$30.1K
|
-78
|
-4%
|
|
|
2040
|
Zacks Investment Management
Chicago,
Illinois
|
$710K
|
-$862K
|
-2,234
|
-55%
|
|
|
2041
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$709K
|
+$173K
|
+449
|
+32%
|
|
|
2042
|
First Bank & Trust
Brookings,
South Dakota
|
$706K
|
–
|
–
|
–
|
|
|
2043
|
WealthOne
Albany,
New York
|
$705K
|
+$140K
|
+363
|
+25%
|
|
|
2044
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$704K
|
+$6.56K
|
+17
|
+0.9%
|
|
|
2045
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$698K
|
-$697K
|
-1,806
|
-50%
|
|
|
2046
|
Princeton Capital Management
Red Bank,
New Jersey
|
$698K
|
–
|
–
|
–
|
|
|
2047
|
American Asset Management
Boca Raton,
Florida
|
$696K
|
+$699K
|
+1,812
|
New
|
|
|
2048
|
Chicago Wealth Management
Chicago,
Illinois
|
$696K
|
+$699K
|
+1,812
|
New
|
|
|
2049
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$695K
|
+$201K
|
+521
|
+40%
|
|
|
2050
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$694K
|
-$19.3K
|
-50
|
-3%
|
|
