|
2026
|
Aries Wealth Management
Portland,
Maine
|
$427K
|
-$49.5K
|
-2,239
|
-11%
|
|
|
2027
|
Central Bank & Trust
Lexington,
Kentucky
|
$427K
|
-$26.9K
|
-1,216
|
-6%
|
|
|
2028
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$427K
|
-$8.91K
|
-403
|
-2%
|
|
|
2029
|
Asset Dedication LLC
San Francisco,
California
|
$426K
|
-$491K
|
-22,198
|
-54%
|
|
|
2030
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$426K
|
–
|
–
|
–
|
|
|
2031
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$426K
|
+$412K
|
+18,646
|
New
|
|
|
2032
|
Sustainable Insight Capital Management
New York
|
$425K
|
-$67.3K
|
-3,045
|
-14%
|
|
|
2033
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$425K
|
-$14.1K
|
-638
|
-3%
|
|
|
2034
|
Sandhill Capital Partners
Buffalo,
New York
|
$425K
|
–
|
–
|
–
|
|
|
2035
|
Foster Group
West Des Moines,
Iowa
|
$425K
|
+$14.8K
|
+670
|
+4%
|
|
|
2036
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$424K
|
-$61.8K
|
-2,793
|
-14%
|
|
|
2037
|
Access Financial Services
Minneapolis,
Minnesota
|
$424K
|
+$818
|
+37
|
+0.2%
|
|
|
2038
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$424K
|
+$36.9K
|
+1,669
|
+10%
|
|
|
2039
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$422K
|
–
|
–
|
–
|
|
|
2040
|
Hendershot Investments
Centreville,
Virginia
|
$421K
|
+$1.83K
|
+83
|
+0.5%
|
|
|
2041
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$421K
|
+$29.6K
|
+1,341
|
+8%
|
|
|
2042
|
Concord Wealth Partners
Abingdon,
Virginia
|
$421K
|
+$48.7K
|
+2,201
|
+14%
|
|
|
2043
|
Private Management Group
Irvine,
California
|
$419K
|
+$83K
|
+3,754
|
+26%
|
|
|
2044
|
Sonata Capital Group
Seattle,
Washington
|
$418K
|
-$14.2K
|
-643
|
-3%
|
|
|
2045
|
Powell Investment Advisors
Miami,
Florida
|
$417K
|
-$420
|
-19
|
-0.1%
|
|
|
2046
|
Encompass Wealth Advisors
Portland,
Oregon
|
$417K
|
+$78.9K
|
+3,569
|
+26%
|
|
|
2047
|
|
$417K
|
+$403K
|
+18,225
|
New
|
|
|
2048
|
WestHill Financial Advisors
San Rafael,
California
|
$416K
|
–
|
–
|
–
|
|
|
2049
|
Affinity Capital Advisors
Berkeley,
California
|
$416K
|
+$121K
|
+5,468
|
+43%
|
|
|
2050
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$415K
|
+$55K
|
+2,489
|
+16%
|
|
