|
2026
|
Lee Financial
Dallas,
Texas
|
$747K
|
+$48.4K
|
+94
|
+7%
|
|
|
2027
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$744K
|
–
|
–
|
–
|
|
|
2028
|
Reliant Investment Management
Memphis,
Tennessee
|
$742K
|
-$25.8K
|
-50
|
-3%
|
|
|
2029
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$741K
|
–
|
–
|
–
|
|
|
2030
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$741K
|
+$23.7K
|
+46
|
+3%
|
|
|
2031
|
One Capital Management
Westlake Village,
California
|
$741K
|
-$134K
|
-260
|
-16%
|
|
|
2032
|
Gables Capital Management
Miami,
Florida
|
$741K
|
–
|
–
|
–
|
|
|
2033
|
Claro Advisors
Boston,
Massachusetts
|
$740K
|
-$21.1K
|
-41
|
-3%
|
|
|
2034
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$736K
|
–
|
–
|
–
|
|
|
2035
|
CM Wealth Advisors
Beachwood,
Ohio
|
$734K
|
-$366K
|
-711
|
-37%
|
|
|
2036
|
Parnassus Investments
San Francisco,
California
|
$733K
|
+$119K
|
+231
|
+20%
|
|
|
2037
|
Prentice Wealth Management
Rochester,
New York
|
$730K
|
-$515
|
-1
|
-0.1%
|
|
|
2038
|
Little House Capital
Braintree,
Massachusetts
|
$729K
|
+$699K
|
+1,357
|
New
|
|
|
2039
|
First Command Advisory Services
Fort Worth,
Texas
|
$728K
|
+$698K
|
+1,355
|
New
|
|
|
2040
|
Hamilton Capital
Columbus,
Ohio
|
$726K
|
+$22.2K
|
+43
|
+3%
|
|
|
2041
|
Riverstone Advisors
New Braunfels,
Texas
|
$725K
|
–
|
–
|
–
|
|
|
2042
|
MBL Wealth
Charlotte,
North Carolina
|
$724K
|
+$34K
|
+66
|
+5%
|
|
|
2043
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$723K
|
+$23.2K
|
+45
|
+3%
|
|
|
2044
|
Soltis Investment Advisors
St. George,
Utah
|
$721K
|
+$144K
|
+279
|
+26%
|
|
|
2045
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$720K
|
-$34K
|
-66
|
-5%
|
|
|
2046
|
Green Alpha Advisors
Niwot,
Colorado
|
$720K
|
–
|
–
|
–
|
|
|
2047
|
Gemmer Asset Management
Walnut Creek,
California
|
$720K
|
+$302K
|
+587
|
+78%
|
|
|
2048
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$719K
|
+$75.7K
|
+147
|
+12%
|
|
|
2049
|
Resources Management Corp
West Hartford,
Connecticut
|
$718K
|
+$90.2K
|
+175
|
+15%
|
|
|
2050
|
Delta Investment Management
San Francisco,
California
|
$717K
|
+$78.3K
|
+152
|
+13%
|
|
