|
2026
|
Running Point Capital Advisors
El Segundo,
California
|
$210K
|
-$491
|
-5
|
-0.2%
|
|
|
2027
|
Lockerman Financial Group
Newport Beach,
California
|
$210K
|
–
|
–
|
–
|
|
|
2028
|
Osborne Partners Capital Management
San Francisco,
California
|
$210K
|
-$22.9K
|
-233
|
-9%
|
|
|
2029
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$210K
|
+$5.5K
|
+56
|
+2%
|
|
|
2030
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$210K
|
-$95.4K
|
-972
|
-30%
|
|
|
2031
|
WrapManager Inc
Mill Valley,
California
|
$209K
|
+$225K
|
+2,291
|
New
|
|
|
2032
|
Redwood Financial Network
Solon,
Ohio
|
$208K
|
-$42.4K
|
-432
|
-16%
|
|
|
2033
|
Gibson Capital
Wexford,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
2034
|
MBL Wealth
Charlotte,
North Carolina
|
$208K
|
-$305K
|
-3,106
|
-58%
|
|
|
2035
|
Cora Capital Advisors
Marlton,
New Jersey
|
$208K
|
-$13.6K
|
-139
|
-6%
|
|
|
2036
|
WealthShield Partners
Cary,
North Carolina
|
$206K
|
+$196
|
+2
|
+0.1%
|
|
|
2037
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$206K
|
+$9.81K
|
+100
|
+5%
|
|
|
2038
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$206K
|
+$222K
|
+2,258
|
New
|
|
|
2039
|
Leo H. Evart Inc
Redwood City,
California
|
$205K
|
+$98
|
+1
|
+0%
|
|
|
2040
|
Palumbo Wealth Management
Great Neck,
New York
|
$205K
|
+$221K
|
+2,250
|
New
|
|
|
2041
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$205K
|
+$220K
|
+2,246
|
New
|
|
|
2042
|
Boston Common Asset Management
Boston,
Massachusetts
|
$205K
|
-$18.6K
|
-190
|
-8%
|
|
|
2043
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$205K
|
+$589
|
+6
|
+0.3%
|
|
|
2044
|
Creative Financial Designs
Kokomo,
Indiana
|
$205K
|
+$10.1K
|
+103
|
+5%
|
|
|
2045
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$203K
|
–
|
–
|
–
|
|
|
2046
|
Journey Strategic Wealth
Summit,
New Jersey
|
$203K
|
–
|
–
|
–
|
|
|
2047
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$203K
|
+$98
|
+1
|
+0%
|
|
|
2048
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$203K
|
+$218K
|
+2,224
|
New
|
|
|
2049
|
Goldstein Advisors
Madison,
Wisconsin
|
$203K
|
-$27.8K
|
-283
|
-11%
|
|
|
2050
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$202K
|
-$37.4K
|
-381
|
-15%
|
|
