|
2026
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
2027
|
Altavista Wealth Management
Asheville,
North Carolina
|
$213K
|
+$3.91K
|
+24
|
+2%
|
|
|
2028
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$212K
|
–
|
–
|
–
|
|
|
2029
|
Accredited Investors
Edina,
Minnesota
|
$211K
|
+$21.5K
|
+132
|
+10%
|
|
|
2030
|
Callan Capital
La Jolla,
California
|
$210K
|
-$58.4K
|
-358
|
-20%
|
|
|
2031
|
Principal Street Partners
Memphis,
Tennessee
|
$210K
|
+$235K
|
+1,443
|
New
|
|
|
2032
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$210K
|
–
|
–
|
–
|
|
|
2033
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$207K
|
-$27.9K
|
-171
|
-11%
|
|
|
2034
|
Bickling Financial Services
Lexington,
Massachusetts
|
$207K
|
-$2.45K
|
-15
|
-1%
|
|
|
2035
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$207K
|
–
|
–
|
–
|
|
|
2036
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$206K
|
-$2.94K
|
-18
|
-1%
|
|
|
2037
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$206K
|
–
|
–
|
–
|
|
|
2038
|
Roosevelt Investment Group
New York
|
$206K
|
–
|
–
|
–
|
|
|
2039
|
Gradient Investments
Arden Hills,
Minnesota
|
$206K
|
+$489
|
+3
|
+0.2%
|
|
|
2040
|
Portfolio Strategies
Monsey,
New York
|
$205K
|
-$2.94K
|
-18
|
-1%
|
|
|
2041
|
Johanson Financial Advisors
Campbell,
California
|
$205K
|
-$489
|
-3
|
-0.2%
|
|
|
2042
|
Ballast Advisors
Woodbury,
Minnesota
|
$205K
|
–
|
–
|
–
|
|
|
2043
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$205K
|
+$1.79K
|
+11
|
+0.8%
|
|
|
2044
|
NinePointTwo Capital
Los Angeles,
California
|
$204K
|
–
|
–
|
–
|
|
|
2045
|
Blackhill Capital
Morristown,
New Jersey
|
$203K
|
–
|
–
|
–
|
|
|
2046
|
Fairview Capital Investment Management
Greenbrae,
California
|
$203K
|
–
|
–
|
–
|
|
|
2047
|
Parkside Advisors
Berkeley,
California
|
$203K
|
–
|
–
|
–
|
|
|
2048
|
Ranch Capital Advisors
Sarasota,
Florida
|
$203K
|
+$12.6K
|
+77
|
+6%
|
|
|
2049
|
Sand Hill Global Advisors
Palo Alto,
California
|
$202K
|
-$116K
|
-712
|
-34%
|
|
|
2050
|
Iron Gate Global Advisors
Nsl,
Utah
|
$202K
|
-$2.28K
|
-14
|
-1%
|
|
