|
2026
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$412K
|
+$447K
|
+5,748
|
New
|
|
|
2027
|
Brogan Financial
Knoxville,
Tennessee
|
$412K
|
+$1.55K
|
+20
|
+0.3%
|
|
|
2028
|
Vivaldi Capital Management
Chicago,
Illinois
|
$412K
|
+$82.7K
|
+1,064
|
+24%
|
|
|
2029
|
Everpar Advisors
Tulsa,
Oklahoma
|
$411K
|
+$12.8K
|
+165
|
+3%
|
|
|
2030
|
Kessler Investment Group
Columbus,
Indiana
|
$410K
|
-$31K
|
-399
|
-7%
|
|
|
2031
|
Charter Research & Investment Group
Southport,
Connecticut
|
$409K
|
–
|
–
|
–
|
|
|
2032
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$406K
|
–
|
–
|
–
|
|
|
2033
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$405K
|
–
|
–
|
–
|
|
|
2034
|
TFB Advisors
Overland Park,
Kansas
|
$404K
|
-$3.26K
|
-42
|
-0.7%
|
|
|
2035
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$403K
|
-$4.2K
|
-54
|
-1%
|
|
|
2036
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$403K
|
+$41.8K
|
+538
|
+11%
|
|
|
2037
|
Argent Advisors
Monroe,
Louisiana
|
$401K
|
-$35.7K
|
-460
|
-8%
|
|
|
2038
|
Strategy Asset Managers
Pasadena,
California
|
$401K
|
+$19.7K
|
+253
|
+5%
|
|
|
2039
|
Gemmer Asset Management
Walnut Creek,
California
|
$400K
|
+$433K
|
+5,578
|
New
|
|
|
2040
|
J. Safra Asset Management
New York
|
$400K
|
+$116K
|
+1,492
|
+37%
|
|
|
2041
|
Old Mission Investment Co
Traverse City,
Michigan
|
$399K
|
-$155
|
-2
|
-0%
|
|
|
2042
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$399K
|
–
|
–
|
–
|
|
|
2043
|
Strait & Sound Wealth Management
San Francisco,
California
|
$399K
|
–
|
–
|
–
|
|
|
2044
|
|
$399K
|
-$451K
|
-5,801
|
-51%
|
|
|
2045
|
Union Savings Bank
Litchfield,
Connecticut
|
$398K
|
–
|
–
|
–
|
|
|
2046
|
|
$398K
|
-$29.4K
|
-379
|
-6%
|
|
|
2047
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$397K
|
+$2.25K
|
+29
|
+0.5%
|
|
|
2048
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$397K
|
+$430K
|
+5,537
|
New
|
|
|
2049
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$397K
|
–
|
–
|
–
|
|
|
2050
|
Y.D. More Investments
Ramat Gan,
Israel
|
$396K
|
-$6.37K
|
-82
|
-1%
|
|
