|
2026
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$298K
|
+$276K
|
+3,196
|
New
|
|
|
2027
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$297K
|
+$275K
|
+3,181
|
New
|
|
|
2028
|
First Nebraska Trust
Lincoln,
Nebraska
|
$297K
|
+$1.81K
|
+21
|
+0.7%
|
|
|
2029
|
Inlet Private Wealth
Jupiter,
Florida
|
$296K
|
–
|
–
|
–
|
|
|
2030
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$296K
|
+$274K
|
+3,167
|
New
|
|
|
2031
|
Vicus Capital
State College,
Pennsylvania
|
$295K
|
+$358K
|
+4,141
|
New
|
|
|
2032
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$294K
|
-$10.1K
|
-117
|
-4%
|
|
|
2033
|
Cornerstone Capital
Palo Alto,
California
|
$294K
|
-$2.59K
|
-30
|
-0.9%
|
|
|
2034
|
Yorktown Management & Research Company
Forest,
Virginia
|
$294K
|
–
|
–
|
–
|
|
|
2035
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$293K
|
–
|
–
|
–
|
|
|
2036
|
Financial Advisors
Andover,
Massachusetts
|
$292K
|
+$7.78K
|
+90
|
+3%
|
|
|
2037
|
Van Strum & Towne
San Francisco,
California
|
$291K
|
–
|
–
|
–
|
|
|
2038
|
Regatta Capital Group
El Segundo,
California
|
$290K
|
+$268K
|
+3,103
|
New
|
|
|
2039
|
Pacifica Partners
Surrey,
Canada
|
$289K
|
+$2.59K
|
+30
|
+0.9%
|
|
|
2040
|
Theory Financial
Fort Collins,
Colorado
|
$289K
|
+$267K
|
+3,092
|
New
|
|
|
2041
|
Silverlake Wealth Management
Williston,
Vermont
|
$288K
|
+$266K
|
+3,081
|
New
|
|
|
2042
|
|
$287K
|
-$17.3K
|
-200
|
-6%
|
|
|
2043
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$287K
|
–
|
–
|
–
|
|
|
2044
|
Glassman Wealth Services
Vienna,
Virginia
|
$287K
|
+$40K
|
+463
|
+18%
|
|
|
2045
|
Shapiro Capital Management
Atlanta,
Georgia
|
$286K
|
–
|
–
|
–
|
|
|
2046
|
Avity Investment Management
Greenwich,
Connecticut
|
$286K
|
+$8.47K
|
+98
|
+3%
|
|
|
2047
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$286K
|
+$265K
|
+3,062
|
New
|
|
|
2048
|
Wolverine Trading
Chicago,
Illinois
|
$285K
|
-$59.9K
|
-693
|
-18%
|
|
|
2049
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$285K
|
–
|
–
|
–
|
|
|
2050
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$285K
|
+$259
|
+3
|
+0.1%
|
|
