|
2026
|
Iconiq Capital
San Francisco,
California
|
$432K
|
+$371
|
+1
|
+0.1%
|
|
|
2027
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$430K
|
+$371
|
+1
|
+0.1%
|
|
|
2028
|
LTG Capital
Newton,
Massachusetts
|
$430K
|
-$60.4K
|
-163
|
-12%
|
|
|
2029
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$430K
|
+$16.3K
|
+44
|
+4%
|
|
|
2030
|
Vaughan David Investments
Peoria,
Illinois
|
$430K
|
+$68.6K
|
+185
|
+18%
|
|
|
2031
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$429K
|
+$8.53K
|
+23
|
+2%
|
|
|
2032
|
Wellington Shields Capital Management
New York
|
$428K
|
+$11.9K
|
+32
|
+3%
|
|
|
2033
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$427K
|
–
|
–
|
–
|
|
|
2034
|
Horizons Wealth Management
Asheville,
North Carolina
|
$427K
|
–
|
–
|
–
|
|
|
2035
|
Gibson Capital
Wexford,
Pennsylvania
|
$426K
|
–
|
–
|
–
|
|
|
2036
|
Whelan Financial
Fresno,
California
|
$424K
|
+$13.7K
|
+37
|
+3%
|
|
|
2037
|
DDFG Inc
Thousand Oaks,
California
|
$423K
|
-$36.7K
|
-99
|
-8%
|
|
|
2038
|
Eagle Bay Advisors
New York
|
$422K
|
–
|
–
|
–
|
|
|
2039
|
BFSG LLC
Irvine,
California
|
$422K
|
-$2.94M
|
-7,936
|
-87%
|
|
|
2040
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$420K
|
-$20.4K
|
-55
|
-4%
|
|
|
2041
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$420K
|
+$2.6K
|
+7
|
+0.6%
|
|
|
2042
|
Pacific Sage Partners
Edmonds,
Washington
|
$420K
|
–
|
–
|
–
|
|
|
2043
|
Trustco Bank (New York)
Albany,
New York
|
$419K
|
+$434K
|
+1,169
|
New
|
|
|
2044
|
Index Fund Advisors
Irvine,
California
|
$419K
|
–
|
–
|
–
|
|
|
2045
|
Quest Investment Management
Lake Oswego,
Oregon
|
$418K
|
+$29.7K
|
+80
|
+7%
|
|
|
2046
|
RWQ Financial Management Services
Naples,
Florida
|
$417K
|
+$9.27K
|
+25
|
+2%
|
|
|
2047
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$416K
|
–
|
–
|
–
|
|
|
2048
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$415K
|
+$116K
|
+314
|
+37%
|
|
|
2049
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$415K
|
–
|
–
|
–
|
|
|
2050
|
|
$413K
|
+$426K
|
+1,150
|
New
|
|
