|
2026
|
Capital One Financial
Mclean,
Virginia
|
$257K
|
-$1.5M
|
-111,880
|
-85%
|
|
|
2027
|
Ashburton (Jersey)
St Helier,
Jersey
|
$257K
|
–
|
–
|
–
|
|
|
2028
|
Arax Advisory Partners
Denver,
Colorado
|
$256K
|
+$3.21K
|
+240
|
+1%
|
|
|
2029
|
CFO4Life Group
Coppell,
Texas
|
$256K
|
+$18.2K
|
+1,360
|
+7%
|
|
|
2030
|
Shilanski & Associates
Anchorage,
Alaska
|
$255K
|
-$26.8K
|
-2,000
|
-9%
|
|
|
2031
|
Lazard Frères Gestion
Paris,
France
|
$255K
|
+$260K
|
+19,400
|
New
|
|
|
2032
|
Pure Financial Advisors
San Diego,
California
|
$253K
|
-$3.75K
|
-280
|
-1%
|
|
|
2033
|
Algert Global
San Francisco,
California
|
$253K
|
+$260K
|
+19,400
|
New
|
|
|
2034
|
MBE Wealth Management
Tomah,
Wisconsin
|
$252K
|
+$259K
|
+19,360
|
New
|
|
|
2035
|
McDaniel Terry & Co
Austin,
Texas
|
$251K
|
+$48.2K
|
+3,600
|
+23%
|
|
|
2036
|
Procyon Advisors
Shelton,
Connecticut
|
$250K
|
+$536
|
+40
|
+0.2%
|
|
|
2037
|
Quantamental Technologies
White Plains,
New York
|
$250K
|
+$256K
|
+19,120
|
New
|
|
|
2038
|
Bridge Advisory
Pasadena,
California
|
$250K
|
+$257K
|
+19,160
|
New
|
|
|
2039
|
New World Advisors
Hingham,
Massachusetts
|
$249K
|
–
|
–
|
–
|
|
|
2040
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$248K
|
–
|
–
|
–
|
|
|
2041
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$248K
|
–
|
–
|
–
|
|
|
2042
|
Monument Capital Management
Alexandria,
Virginia
|
$248K
|
+$13.4K
|
+1,000
|
+6%
|
|
|
2043
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$248K
|
+$254K
|
+19,000
|
New
|
|
|
2044
|
Clarkston Capital Partners
Rochester,
Michigan
|
$246K
|
+$253K
|
+18,880
|
New
|
|
|
2045
|
Little House Capital
Braintree,
Massachusetts
|
$245K
|
-$17.7K
|
-1,320
|
-7%
|
|
|
2046
|
Tradewinds Capital Management
Bellingham,
Washington
|
$245K
|
–
|
–
|
–
|
|
|
2047
|
IFG Advisors
St. Louis,
Missouri
|
$245K
|
+$536
|
+40
|
+0.2%
|
|
|
2048
|
Signet Financial Management
Parsippany,
New Jersey
|
$245K
|
+$252K
|
+18,800
|
New
|
|
|
2049
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$243K
|
–
|
–
|
–
|
|
|
2050
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$243K
|
+$249K
|
+18,600
|
New
|
|
