|
2026
|
MBL Wealth
Charlotte,
North Carolina
|
$366K
|
-$34.5K
|
-1,399
|
-9%
|
|
|
2027
|
James J. Burns & Company
Melville,
New York
|
$365K
|
-$6.32K
|
-256
|
-2%
|
|
|
2028
|
Center for Financial Planning
Southfied,
Michigan
|
$365K
|
-$1.68K
|
-68
|
-0.5%
|
|
|
2029
|
Dover Advisors
Richmond,
Virginia
|
$365K
|
-$9.13K
|
-370
|
-3%
|
|
|
2030
|
Guardian Investment Management
Tiburon,
California
|
$365K
|
+$13.8K
|
+558
|
+4%
|
|
|
2031
|
Channel Wealth
Santa Barbara,
California
|
$363K
|
+$765
|
+31
|
+0.2%
|
|
|
2032
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$362K
|
-$51K
|
-2,065
|
-13%
|
|
|
2033
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$362K
|
-$20.6K
|
-836
|
-6%
|
|
|
2034
|
Gould Asset Management
Claremont,
California
|
$362K
|
-$24.3K
|
-985
|
-6%
|
|
|
2035
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$362K
|
-$310K
|
-12,556
|
-47%
|
|
|
2036
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$362K
|
-$5.48K
|
-222
|
-2%
|
|
|
2037
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$362K
|
-$25.5K
|
-1,035
|
-7%
|
|
|
2038
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$361K
|
-$106K
|
-4,290
|
-23%
|
|
|
2039
|
White Pine Capital
Bloomington,
Minnesota
|
$359K
|
-$2.42K
|
-98
|
-0.7%
|
|
|
2040
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$358K
|
-$329K
|
-13,320
|
-49%
|
|
|
2041
|
Sykon Capital
Harrison,
New York
|
$357K
|
+$49.4K
|
+2,000
|
+17%
|
|
|
2042
|
Clark Asset Management
Stratham,
New Hampshire
|
$356K
|
+$120K
|
+4,855
|
+53%
|
|
|
2043
|
NIA Impact Advisors
Berkeley,
California
|
$356K
|
+$92K
|
+3,726
|
+36%
|
|
|
2044
|
Winthrop Capital Management
Carmel,
Indiana
|
$356K
|
-$24.9K
|
-1,007
|
-7%
|
|
|
2045
|
Physicians Financial Services
Raleigh,
North Carolina
|
$354K
|
-$26.2K
|
-1,063
|
-7%
|
|
|
2046
|
D'Orazio & Associates
Falls Church,
Virginia
|
$354K
|
+$98.7K
|
+3,998
|
+40%
|
|
|
2047
|
J. Team Financial
Abilene,
Texas
|
$354K
|
+$343K
|
+13,882
|
New
|
|
|
2048
|
Howard Capital Management Group
Los Angeles,
California
|
$354K
|
–
|
–
|
–
|
|
|
2049
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$354K
|
-$56.8K
|
-2,300
|
-14%
|
|
|
2050
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$353K
|
+$50.6K
|
+2,051
|
+17%
|
|
