|
2026
|
Condor Capital Management
Martinsville,
New Jersey
|
$705K
|
–
|
–
|
–
|
|
|
2027
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$704K
|
+$7.21K
|
+19
|
+1%
|
|
|
2028
|
Jones Financial Companies
Des Peres,
Missouri
|
$701K
|
-$304K
|
-800
|
-32%
|
|
|
2029
|
Total Wealth Planning
Cincinnati,
Ohio
|
$699K
|
–
|
–
|
–
|
|
|
2030
|
Northside Capital Management
Hood River,
Oregon
|
$696K
|
–
|
–
|
–
|
|
|
2031
|
S.A. Mason
Holland,
Michigan
|
$696K
|
+$9.49K
|
+25
|
+1%
|
|
|
2032
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$695K
|
-$32.6K
|
-86
|
-5%
|
|
|
2033
|
Investment Partners
New Philadelphia,
Ohio
|
$694K
|
+$3.42K
|
+9
|
+0.5%
|
|
|
2034
|
Naples Money Management
Naples,
Florida
|
$693K
|
+$643K
|
+1,693
|
New
|
|
|
2035
|
PrairieView Partners
St. Paul,
Minnesota
|
$693K
|
+$759
|
+2
|
+0.1%
|
|
|
2036
|
Overbrook Management Corp
New York
|
$692K
|
+$5.69K
|
+15
|
+0.9%
|
|
|
2037
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$691K
|
+$641K
|
+1,688
|
New
|
|
|
2038
|
Whalerock Point Partners
Providence,
Rhode Island
|
$688K
|
–
|
–
|
–
|
|
|
2039
|
Maia Wealth
Denver,
Colorado
|
$688K
|
+$638K
|
+1,680
|
New
|
|
|
2040
|
Fortitude Family Office
Scottsdale,
Arizona
|
$686K
|
+$636K
|
+1,676
|
New
|
|
|
2041
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$684K
|
-$711K
|
-1,874
|
-53%
|
|
|
2042
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$683K
|
+$6.83K
|
+18
|
+1%
|
|
|
2043
|
Day & Ennis
Macon,
Georgia
|
$683K
|
+$1.52K
|
+4
|
+0.2%
|
|
|
2044
|
Wilson & Boucher Capital Management
Moraga,
California
|
$681K
|
+$380K
|
+1,000
|
+151%
|
|
|
2045
|
ArchPoint Investors
Coral Gables,
Florida
|
$680K
|
–
|
–
|
–
|
|
|
2046
|
Hantz Financial Services
Southfield,
Michigan
|
$680K
|
-$68.3K
|
-180
|
-10%
|
|
|
2047
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$676K
|
–
|
–
|
–
|
|
|
2048
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$675K
|
+$5.69K
|
+15
|
+0.9%
|
|
|
2049
|
Welch Group
Birmingham,
Alabama
|
$674K
|
-$121K
|
-320
|
-16%
|
|
|
2050
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$674K
|
–
|
–
|
–
|
|
