|
2026
|
Intellus Advisors
Naples,
Florida
|
$864K
|
-$73.3K
|
-230
|
-8%
|
|
|
2027
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$863K
|
-$33.5K
|
-105
|
-4%
|
|
|
2028
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$862K
|
-$70.4K
|
-221
|
-7%
|
|
|
2029
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$858K
|
-$15.9K
|
-50
|
-2%
|
|
|
2030
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$855K
|
+$2.23K
|
+7
|
+0.3%
|
|
|
2031
|
First City Capital Management
Savannah,
Georgia
|
$849K
|
-$31.2K
|
-98
|
-3%
|
|
|
2032
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$849K
|
+$69.1K
|
+217
|
+9%
|
|
|
2033
|
Alta Advisers
London,
United Kingdom
|
$843K
|
–
|
–
|
–
|
|
|
2034
|
Alteri Wealth
Westlake Village,
California
|
$843K
|
-$1.59K
|
-5
|
-0.2%
|
|
|
2035
|
Capital Performance Advisors
Walnut Creek,
California
|
$843K
|
-$16.6K
|
-52
|
-2%
|
|
|
2036
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$843K
|
+$864K
|
+2,712
|
New
|
|
|
2037
|
Howard Capital Management Group
Los Angeles,
California
|
$839K
|
–
|
–
|
–
|
|
|
2038
|
Atlas Legacy Advisors
Los Angeles,
California
|
$839K
|
-$49.4K
|
-155
|
-5%
|
|
|
2039
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$837K
|
-$709K
|
-2,227
|
-45%
|
|
|
2040
|
Hilltop National Bank
Casper,
Wyoming
|
$836K
|
+$34.4K
|
+108
|
+4%
|
|
|
2041
|
Bank of Marin
Novato,
California
|
$835K
|
–
|
–
|
–
|
|
|
2042
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$835K
|
+$856K
|
+2,686
|
New
|
|
|
2043
|
Fire Capital Management
San Francisco,
California
|
$834K
|
+$85.1K
|
+267
|
+11%
|
|
|
2044
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$834K
|
+$60.8K
|
+191
|
+8%
|
|
|
2045
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$830K
|
+$371K
|
+1,165
|
+77%
|
|
|
2046
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$830K
|
+$12.7K
|
+40
|
+2%
|
|
|
2047
|
IAM Advisory
Easton,
Pennsylvania
|
$830K
|
+$4.78K
|
+15
|
+0.6%
|
|
|
2048
|
Arrien Investments
Boise,
Idaho
|
$829K
|
-$14.7K
|
-46
|
-2%
|
|
|
2049
|
Evanson Asset Management
Carmel,
California
|
$828K
|
-$15.6K
|
-49
|
-2%
|
|
|
2050
|
Jupiter Wealth Management
Glendale,
Colorado
|
$827K
|
+$319K
|
+1,000
|
+50%
|
|
