|
2026
|
Edge Wealth Management
New York
|
$952K
|
-$43.8K
|
-241
|
-4%
|
|
|
2027
|
Stableford Capital II
Scottsdale,
Arizona
|
$951K
|
+$82.1K
|
+452
|
+8%
|
|
|
2028
|
Perennial Advisors
New York
|
$951K
|
-$15.4K
|
-85
|
-1%
|
|
|
2029
|
Trust Company
Manhattan,
Kansas
|
$948K
|
+$81.5K
|
+449
|
+9%
|
|
|
2030
|
Xcel Wealth Management
Holly Hill,
Florida
|
$945K
|
-$88.6K
|
-488
|
-8%
|
|
|
2031
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$943K
|
+$108K
|
+594
|
+12%
|
|
|
2032
|
Weatherly Asset Management
Del Mar,
California
|
$941K
|
-$42.1K
|
-232
|
-4%
|
|
|
2033
|
C2C Wealth Management
Scottsdale,
Arizona
|
$941K
|
–
|
–
|
–
|
|
|
2034
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$940K
|
-$24.5K
|
-135
|
-2%
|
|
|
2035
|
Cresta Advisors
Laredo,
Texas
|
$937K
|
–
|
–
|
–
|
|
|
2036
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$932K
|
-$22.3K
|
-123
|
-2%
|
|
|
2037
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$931K
|
+$14.5K
|
+80
|
+1%
|
|
|
2038
|
Financial Engines Advisors
Santa Clara,
California
|
$929K
|
+$69.7K
|
+384
|
+8%
|
|
|
2039
|
Apeiron RIA
Dallas,
Texas
|
$929K
|
+$170K
|
+936
|
+21%
|
|
|
2040
|
Emerald Advisors
Bellevue,
Washington
|
$928K
|
+$44.1K
|
+243
|
+5%
|
|
|
2041
|
Humankind Investments
New York
|
$928K
|
+$69K
|
+380
|
+7%
|
|
|
2042
|
Autumn Glory Partners
Dallas,
Texas
|
$926K
|
+$228K
|
+1,258
|
+30%
|
|
|
2043
|
ERn Financial LLC
Middleton,
Wisconsin
|
$922K
|
+$97K
|
+534
|
+11%
|
|
|
2044
|
Carlson Capital Management
Northfield,
Minnesota
|
$921K
|
+$63.2K
|
+348
|
+7%
|
|
|
2045
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$920K
|
-$27.6K
|
-152
|
-3%
|
|
|
2046
|
Dechtman Wealth Management
Centennial,
Colorado
|
$919K
|
+$2.36K
|
+13
|
+0.2%
|
|
|
2047
|
Aureus Asset Management
Boston,
Massachusetts
|
$917K
|
-$87.4K
|
-481
|
-8%
|
|
|
2048
|
Sutton Wealth Advisors
Tampa,
Florida
|
$917K
|
+$57.9K
|
+319
|
+6%
|
|
|
2049
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$916K
|
+$38.9K
|
+214
|
+4%
|
|
|
2050
|
Bell Bank
Fargo,
North Dakota
|
$915K
|
+$106K
|
+583
|
+12%
|
|
