|
2026
|
Praetorian Wealth Management
Carmel,
California
|
$3.24M
|
-$25.9K
|
-38
|
-0.8%
|
|
|
2027
|
First Bancorp
Damariscotta,
Maine
|
$3.22M
|
-$449K
|
-657
|
-12%
|
|
|
2028
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$3.22M
|
–
|
–
|
–
|
|
|
2029
|
GHP Investment Advisors
Denver,
Colorado
|
$3.22M
|
+$207K
|
+303
|
+7%
|
|
|
2030
|
Capital Advantage
Walnut Creek,
California
|
$3.2M
|
+$51.9K
|
+76
|
+2%
|
|
|
2031
|
Family Management
New York
|
$3.19M
|
+$3.41K
|
+5
|
+0.1%
|
|
|
2032
|
SRH Advisors
Salina,
Kansas
|
$3.19M
|
–
|
–
|
–
|
|
|
2033
|
Warner Financial
Bethesda,
Maryland
|
$3.18M
|
-$5.46K
|
-8
|
-0.2%
|
|
|
2034
|
Optivise Advisory Services
Franklin,
Tennessee
|
$3.17M
|
+$206K
|
+301
|
+7%
|
|
|
2035
|
Hughes Financial Services
Herndon,
Virginia
|
$3.16M
|
-$31.4K
|
-46
|
-0.9%
|
|
|
2036
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.16M
|
+$11.6K
|
+17
|
+0.4%
|
|
|
2037
|
Eagle Bay Advisors
New York
|
$3.15M
|
-$720K
|
-1,055
|
-18%
|
|
|
2038
|
Caldwell Sutter Capital
Sausalito,
California
|
$3.15M
|
-$17.1K
|
-25
|
-0.5%
|
|
|
2039
|
Signature Resources Capital Management
Newport Beach,
California
|
$3.15M
|
+$111K
|
+162
|
+3%
|
|
|
2040
|
Warm Springs Advisors
Larkspur,
California
|
$3.14M
|
+$60.1K
|
+88
|
+2%
|
|
|
2041
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$3.14M
|
+$11.6K
|
+17
|
+0.4%
|
|
|
2042
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.14M
|
-$3.44M
|
-5,034
|
-51%
|
|
|
2043
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$3.14M
|
+$1M
|
+1,468
|
+44%
|
|
|
2044
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$3.13M
|
-$179K
|
-262
|
-5%
|
|
|
2045
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.13M
|
-$1.37K
|
-2
|
-0%
|
|
|
2046
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$3.13M
|
+$1.39M
|
+2,033
|
+74%
|
|
|
2047
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.13M
|
-$13K
|
-19
|
-0.4%
|
|
|
2048
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$3.13M
|
+$8.19K
|
+12
|
+0.3%
|
|
|
2049
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.12M
|
+$184K
|
+270
|
+6%
|
|
|
2050
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$3.12M
|
+$6.83K
|
+10
|
+0.2%
|
|
