|
2026
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.08M
|
+$92.6K
|
+550
|
+10%
|
|
|
2027
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.08M
|
+$111K
|
+662
|
+12%
|
|
|
2028
|
Integris Wealth Management
Monterey,
California
|
$1.08M
|
-$18.7K
|
-111
|
-2%
|
|
|
2029
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.08M
|
+$16.8K
|
+100
|
+2%
|
|
|
2030
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.07M
|
-$673
|
-4
|
-0.1%
|
|
|
2031
|
Magnolia Capital Management
Cold Spring,
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
2032
|
Poplar Forest Capital
Pasadena,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
2033
|
Diligent Investors
Redlands,
California
|
$1.07M
|
+$4.04K
|
+24
|
+0.4%
|
|
|
2034
|
Foster & Motley
Cincinnati,
Ohio
|
$1.07M
|
-$50K
|
-297
|
-5%
|
|
|
2035
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.07M
|
+$103K
|
+612
|
+11%
|
|
|
2036
|
WealthTrust Asset Management
Destin,
Florida
|
$1.06M
|
-$68.9K
|
-409
|
-6%
|
|
|
2037
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.06M
|
+$41.4K
|
+246
|
+4%
|
|
|
2038
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.06M
|
+$26.8K
|
+159
|
+3%
|
|
|
2039
|
Wellington Shields & Co
New York
|
$1.06M
|
+$74.1K
|
+440
|
+8%
|
|
|
2040
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.06M
|
+$90.1K
|
+535
|
+10%
|
|
|
2041
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.06M
|
+$51.9K
|
+308
|
+5%
|
|
|
2042
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.06M
|
-$20.7K
|
-123
|
-2%
|
|
|
2043
|
Davis Rea
Toronto,
Ontario, Canada
|
$1.06M
|
-$34.2K
|
-203
|
-3%
|
|
|
2044
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.05M
|
-$22.6K
|
-134
|
-2%
|
|
|
2045
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.05M
|
+$7.58K
|
+45
|
+0.8%
|
|
|
2046
|
Hollow Brook Wealth Management
Katonah,
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
2047
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.05M
|
-$27.4K
|
-163
|
-3%
|
|
|
2048
|
|
$1.05M
|
–
|
–
|
–
|
|
|
2049
|
Taikang Asset Management (HK)
Hong Kong
|
$1.05M
|
+$1.01M
|
+6,000
|
New
|
|
|
2050
|
Trek Financial
Scottsdale,
Arizona
|
$1.05M
|
+$558K
|
+3,315
|
+124%
|
|
