|
2026
|
Global Financial Private Client
Sarasota,
Florida
|
$200K
|
+$68
|
+4
|
+0%
|
|
|
2027
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$200K
|
-$11.6K
|
-678
|
-6%
|
|
|
2028
|
Builder Investment Group
Atlanta,
Georgia
|
$199K
|
–
|
–
|
–
|
|
|
2029
|
Towerpoint Wealth
Sacramento,
California
|
$199K
|
-$401K
|
-23,472
|
-68%
|
|
|
2030
|
Duncker Streett & Co
St. Louis,
Missouri
|
$198K
|
+$4.2K
|
+246
|
+2%
|
|
|
2031
|
Accredited Investors
Edina,
Minnesota
|
$198K
|
-$1.47K
|
-86
|
-0.8%
|
|
|
2032
|
Financial Network Wealth Advisors
Murray,
Utah
|
$197K
|
-$8.85K
|
-518
|
-4%
|
|
|
2033
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$197K
|
-$58.3K
|
-3,414
|
-23%
|
|
|
2034
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$196K
|
-$178K
|
-10,441
|
-48%
|
|
|
2035
|
Affinity Wealth Management
Wilmington,
Delaware
|
$196K
|
-$30.8K
|
-1,801
|
-14%
|
|
|
2036
|
RMR Wealth Builders
Montclair,
New Jersey
|
$196K
|
+$190K
|
+11,153
|
New
|
|
|
2037
|
Strategic Planning Group
Bountiful,
Utah
|
$196K
|
+$17
|
+1
|
+0%
|
|
|
2038
|
Westside Investment Management
Santa Monica,
California
|
$196K
|
+$4.22K
|
+247
|
+2%
|
|
|
2039
|
WealthTrust Asset Management
Destin,
Florida
|
$195K
|
-$70.8K
|
-4,147
|
-27%
|
|
|
2040
|
Lockerman Financial Group
Newport Beach,
California
|
$195K
|
+$3.55K
|
+208
|
+2%
|
|
|
2041
|
LCM Capital Management
Chicago,
Illinois
|
$195K
|
-$7.84K
|
-459
|
-4%
|
|
|
2042
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$195K
|
+$8.88K
|
+520
|
+5%
|
|
|
2043
|
Physician Wealth Advisors
Midvale,
Utah
|
$195K
|
-$1.4K
|
-82
|
-0.7%
|
|
|
2044
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$194K
|
+$8.95K
|
+524
|
+5%
|
|
|
2045
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$194K
|
–
|
–
|
–
|
|
|
2046
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$194K
|
-$23.2K
|
-1,357
|
-11%
|
|
|
2047
|
HT Partners
Centerbrook,
Connecticut
|
$194K
|
-$5.53K
|
-324
|
-3%
|
|
|
2048
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$193K
|
–
|
–
|
–
|
|
|
2049
|
TCP Asset Management
Columbus,
Ohio
|
$193K
|
-$4.25K
|
-249
|
-2%
|
|
|
2050
|
West Wealth Group
Irvine,
California
|
$193K
|
+$2.19K
|
+128
|
+1%
|
|
