|
2026
|
Clearview Wealth Advisors
Salem,
Oregon
|
$30K
|
-$5.28K
|
-50
|
-15%
|
|
|
2027
|
Curi Wealth Management
Raleigh,
North Carolina
|
$30K
|
+$1.48K
|
+14
|
+5%
|
|
|
2028
|
Raffa Wealth Management
Washington,
District of Columbia
|
$29.8K
|
-$12.9K
|
-122
|
-31%
|
|
|
2029
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$29K
|
+$27.9K
|
+264
|
New
|
|
|
2030
|
CKW Financial Group
Honolulu,
Hawaii
|
$28K
|
–
|
–
|
–
|
|
|
2031
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$28K
|
–
|
–
|
–
|
|
|
2032
|
Horan Securities
Cincinnati,
United States
|
$27K
|
–
|
–
|
–
|
|
|
2033
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$27K
|
–
|
–
|
–
|
|
|
2034
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
2035
|
Tortoise Investment Management
White Plains,
New York
|
$26K
|
–
|
–
|
–
|
|
|
2036
|
Red Cedar Capital
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
2037
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$25K
|
+$3.27K
|
+31
|
+16%
|
|
|
2038
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$24K
|
-$21.3K
|
-202
|
-48%
|
|
|
2039
|
HC Financial Advisors
Lafayette,
California
|
$24K
|
+$3.27K
|
+31
|
+17%
|
|
|
2040
|
West Branch Capital
Amherst,
Massachusetts
|
$23K
|
-$27.4K
|
-259
|
-56%
|
|
|
2041
|
Founders Capital Management (Texas)
Houston,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
2042
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$23K
|
+$22.6K
|
+214
|
New
|
|
|
2043
|
WR Wealth Planners
Columbia,
Missouri
|
$22.9K
|
+$21.8K
|
+206
|
New
|
|
|
2044
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$22K
|
-$1.16K
|
-11
|
-5%
|
|
|
2045
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$22K
|
–
|
–
|
–
|
|
|
2046
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$21K
|
+$16.1K
|
+152
|
+400%
|
|
|
2047
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$20K
|
+$19K
|
+180
|
New
|
|
|
2048
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
2049
|
American Research & Management Company
Marion,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
2050
|
Financial Connections Group
Corte Madera,
California
|
$17K
|
–
|
–
|
–
|
|
