|
2026
|
IMS Capital Management
Portland,
Oregon
|
$513K
|
-$269K
|
-7,320
|
-34%
|
|
|
2027
|
Jag Capital Management
St Louis,
Missouri
|
$513K
|
+$66.5K
|
+1,814
|
+14%
|
|
|
2028
|
Camden National Bank
Camden,
Maine
|
$512K
|
-$98.6K
|
-2,687
|
-16%
|
|
|
2029
|
Apella Capital
West Hartford,
Connecticut
|
$512K
|
-$41.1K
|
-1,120
|
-7%
|
|
|
2030
|
TFC Financial Management
Boston,
Massachusetts
|
$511K
|
-$38.3K
|
-1,045
|
-7%
|
|
|
2031
|
Circle Wealth Management
Summit,
New Jersey
|
$511K
|
-$24.6K
|
-671
|
-5%
|
|
|
2032
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$511K
|
+$509K
|
+13,887
|
New
|
|
|
2033
|
|
$509K
|
-$50.3K
|
-1,370
|
-9%
|
|
|
2034
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$509K
|
-$35.1K
|
-958
|
-6%
|
|
|
2035
|
CCG Wealth Management
San Diego,
California
|
$507K
|
-$74.5K
|
-2,030
|
-13%
|
|
|
2036
|
ADE LLC
Baltimore,
Maryland
|
$506K
|
+$505K
|
+13,758
|
New
|
|
|
2037
|
Tiemann Investment Advisors
Menlo Park,
California
|
$504K
|
+$25.1K
|
+684
|
+5%
|
|
|
2038
|
Sovereign Financial Group
Stamford,
Connecticut
|
$502K
|
+$500K
|
+13,626
|
New
|
|
|
2039
|
Gilbert & Cook
West Des Moines,
Iowa
|
$500K
|
+$59.5K
|
+1,622
|
+14%
|
|
|
2040
|
Copperwynd Financial
Scottsdale,
Arizona
|
$496K
|
-$1.17K
|
-32
|
-0.2%
|
|
|
2041
|
Hammer Asset Management
Auburn,
California
|
$495K
|
-$129K
|
-3,530
|
-21%
|
|
|
2042
|
Meridian Wealth Advisors
Austin,
Texas
|
$495K
|
-$36.3K
|
-989
|
-7%
|
|
|
2043
|
FSA Wealth Management
Needham,
Massachusetts
|
$495K
|
-$21.1K
|
-574
|
-4%
|
|
|
2044
|
SOA Wealth Advisors
New York
|
$495K
|
+$524K
|
+14,272
|
New
|
|
|
2045
|
Wedgewood Investors
Erie,
Pennsylvania
|
$494K
|
-$26.6K
|
-725
|
-5%
|
|
|
2046
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$493K
|
-$39.3K
|
-1,072
|
-7%
|
|
|
2047
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$493K
|
-$21.3K
|
-581
|
-4%
|
|
|
2048
|
Financial Engines Advisors
Santa Clara,
California
|
$492K
|
-$827K
|
-22,545
|
-63%
|
|
|
2049
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$491K
|
-$5.91K
|
-161
|
-1%
|
|
|
2050
|
Intrua Financial
Houston,
Texas
|
$488K
|
+$1.14K
|
+31
|
+0.2%
|
|
