|
2026
|
Red Cedar Capital
Omaha,
Nebraska
|
$1.24M
|
+$12.7K
|
+32
|
+0.9%
|
|
|
2027
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.24M
|
-$3.97M
|
-10,000
|
-74%
|
|
|
2028
|
MA Private Wealth
San Carlos,
California
|
$1.24M
|
+$10.3K
|
+26
|
+0.8%
|
|
|
2029
|
|
$1.23M
|
–
|
–
|
–
|
|
|
2030
|
Ford Financial Group
Fresno,
California
|
$1.23M
|
-$2.54M
|
-6,398
|
-65%
|
|
|
2031
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.23M
|
-$1.59K
|
-4
|
-0.1%
|
|
|
2032
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.22M
|
–
|
–
|
–
|
|
|
2033
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.22M
|
+$178K
|
+447
|
+15%
|
|
|
2034
|
HC Advisors
Sandy Springs,
Georgia
|
$1.22M
|
+$1.19K
|
+3
|
+0.1%
|
|
|
2035
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.22M
|
+$80.2K
|
+202
|
+6%
|
|
|
2036
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$1.22M
|
-$222K
|
-559
|
-14%
|
|
|
2037
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.22M
|
-$84.6K
|
-213
|
-6%
|
|
|
2038
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.22M
|
-$33.4K
|
-84
|
-2%
|
|
|
2039
|
Sabal Trust
St. Petersburg,
Florida
|
$1.21M
|
-$479K
|
-1,205
|
-26%
|
|
|
2040
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.21M
|
-$1.99K
|
-5
|
-0.1%
|
|
|
2041
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.21M
|
+$238K
|
+600
|
+21%
|
|
|
2042
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.21M
|
–
|
–
|
–
|
|
|
2043
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.21M
|
-$119K
|
-300
|
-8%
|
|
|
2044
|
Investment Advisory Services
The Woodlands,
Texas
|
$1.21M
|
–
|
–
|
–
|
|
|
2045
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$1.2M
|
-$37.7K
|
-95
|
-3%
|
|
|
2046
|
Ingalls & Snyder LLC
New York
|
$1.2M
|
+$306K
|
+771
|
+30%
|
|
|
2047
|
Endurance Wealth Management
Providence,
Rhode Island
|
$1.2M
|
+$17.9K
|
+45
|
+1%
|
|
|
2048
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.2M
|
-$27.8K
|
-70
|
-2%
|
|
|
2049
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.2M
|
+$70.7K
|
+178
|
+6%
|
|
|
2050
|
PFS Investments
Duluth,
Georgia
|
$1.2M
|
-$371K
|
-935
|
-22%
|
|
