|
2026
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$542K
|
-$466K
|
-5,157
|
-46%
|
|
|
2027
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$540K
|
+$259K
|
+2,859
|
+87%
|
|
|
2028
|
Argent Advisors
Monroe,
Louisiana
|
$539K
|
-$5.07K
|
-56
|
-0.9%
|
|
|
2029
|
TownSquare Capital
Provo,
Utah
|
$538K
|
+$19.9K
|
+220
|
+4%
|
|
|
2030
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$537K
|
-$13.2K
|
-146
|
-2%
|
|
|
2031
|
Rockbridge Investment Management
Syracuse,
New York
|
$536K
|
+$2.08K
|
+23
|
+0.4%
|
|
|
2032
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$536K
|
+$43.6K
|
+482
|
+9%
|
|
|
2033
|
Members Trust
Tampa,
Florida
|
$536K
|
-$79K
|
-873
|
-13%
|
|
|
2034
|
Versant Capital Management
Phoenix,
Arizona
|
$535K
|
-$78.7K
|
-870
|
-12%
|
|
|
2035
|
Sunpointe
St. Louis,
Missouri
|
$535K
|
+$8.87K
|
+98
|
+2%
|
|
|
2036
|
Verity Asset Management
Durham,
North Carolina
|
$535K
|
+$21.5K
|
+238
|
+4%
|
|
|
2037
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$534K
|
+$13.4K
|
+148
|
+2%
|
|
|
2038
|
Financial Gravity Companies
Lakeway,
Texas
|
$533K
|
+$550K
|
+6,076
|
New
|
|
|
2039
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$533K
|
–
|
–
|
–
|
|
|
2040
|
Isthmus Partners
Madison,
Wisconsin
|
$533K
|
–
|
–
|
–
|
|
|
2041
|
Quantum Financial Partners
Overland Park,
Kansas
|
$532K
|
+$548K
|
+6,063
|
New
|
|
|
2042
|
Redwood Family Wealth
Addison,
Texas
|
$531K
|
+$362
|
+4
|
+0.1%
|
|
|
2043
|
Semus Wealth Partners
Boca Raton,
Florida
|
$530K
|
-$181
|
-2
|
-0%
|
|
|
2044
|
Stonebridge Financial Group
San Rafael,
California
|
$529K
|
+$545K
|
+6,027
|
New
|
|
|
2045
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$528K
|
-$141K
|
-1,561
|
-21%
|
|
|
2046
|
Monument Capital Management
Alexandria,
Virginia
|
$528K
|
-$153K
|
-1,692
|
-22%
|
|
|
2047
|
Brogan Financial
Knoxville,
Tennessee
|
$527K
|
+$3.89K
|
+43
|
+0.7%
|
|
|
2048
|
Strategy Asset Managers
Pasadena,
California
|
$527K
|
+$26.8K
|
+296
|
+5%
|
|
|
2049
|
Cypress Asset Management
Houston,
Texas
|
$526K
|
–
|
–
|
–
|
|
|
2050
|
|
$526K
|
+$3.89K
|
+43
|
+0.7%
|
|
