|
2026
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
2027
|
Continuum Advisory
Eagle,
Idaho
|
$307K
|
-$112K
|
-246
|
-29%
|
|
|
2028
|
Raleigh Capital Management
Cary,
North Carolina
|
$307K
|
-$22.7K
|
-50
|
-8%
|
|
|
2029
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$306K
|
-$3.63K
|
-8
|
-1%
|
|
|
2030
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$306K
|
-$2.27K
|
-5
|
-0.8%
|
|
|
2031
|
Grant Private Wealth Management
Pleasanton,
California
|
$306K
|
-$1.99M
|
-4,385
|
-88%
|
|
|
2032
|
Wright Investors Service
Shelton,
Connecticut
|
$306K
|
-$16.8K
|
-37
|
-6%
|
|
|
2033
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$306K
|
–
|
–
|
–
|
|
|
2034
|
Gould Asset Management
Claremont,
California
|
$305K
|
–
|
–
|
–
|
|
|
2035
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$305K
|
+$277K
|
+610
|
New
|
|
|
2036
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$304K
|
–
|
–
|
–
|
|
|
2037
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$304K
|
+$25K
|
+55
|
+10%
|
|
|
2038
|
Saxon Interests
Houston,
Texas
|
$302K
|
-$8.17K
|
-18
|
-3%
|
|
|
2039
|
Greykasell Wealth Strategies
Danville,
California
|
$302K
|
–
|
–
|
–
|
|
|
2040
|
Sonoma Allocations
Santa Rosa,
California
|
$301K
|
+$276K
|
+609
|
New
|
|
|
2041
|
Pin Oak Investment Advisors
Houston,
Texas
|
$300K
|
+$172K
|
+380
|
+172%
|
|
|
2042
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$300K
|
-$28.1K
|
-62
|
-9%
|
|
|
2043
|
Wealth Effects
Boston,
Massachusetts
|
$300K
|
-$907
|
-2
|
-0.3%
|
|
|
2044
|
Constitution Capital
Shelton,
Connecticut
|
$300K
|
–
|
–
|
–
|
|
|
2045
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$300K
|
–
|
–
|
–
|
|
|
2046
|
Barnes Wealth Management Group
Bakersfield,
California
|
$300K
|
+$15K
|
+33
|
+6%
|
|
|
2047
|
Congress Park Capital
Saratoga Springs,
New York
|
$300K
|
+$272K
|
+600
|
New
|
|
|
2048
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$299K
|
+$1.81K
|
+4
|
+0.7%
|
|
|
2049
|
Delta Asset Management
Memphis,
Tennessee
|
$299K
|
–
|
–
|
–
|
|
|
2050
|
Fountainhead AM
Warren,
New Jersey
|
$299K
|
+$4.54K
|
+10
|
+2%
|
|
