|
2026
|
Catalina Capital Group
Torrance,
California
|
$215K
|
–
|
–
|
–
|
|
|
2027
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$215K
|
+$25.6K
|
+131
|
+13%
|
|
|
2028
|
LVM Capital Management
Portage,
Michigan
|
$215K
|
–
|
–
|
–
|
|
|
2029
|
Heritage Wealth Management (California)
San Diego,
California
|
$215K
|
-$21.3K
|
-109
|
-9%
|
|
|
2030
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$215K
|
–
|
–
|
–
|
|
|
2031
|
Cura Wealth Advisors
Chicago,
Illinois
|
$214K
|
-$3.91K
|
-20
|
-2%
|
|
|
2032
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$214K
|
+$228K
|
+1,164
|
New
|
|
|
2033
|
Frederick Financial Consultants
Frederick,
Maryland
|
$213K
|
+$13.9K
|
+71
|
+7%
|
|
|
2034
|
MONECO Advisors
Fairfield,
Connecticut
|
$213K
|
-$6.06K
|
-31
|
-3%
|
|
|
2035
|
Palumbo Wealth Management
Great Neck,
New York
|
$213K
|
+$24.4K
|
+125
|
+11%
|
|
|
2036
|
TL Private Wealth
Southlake,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
2037
|
Insight Inv LLC
El Segundo,
California
|
$211K
|
–
|
–
|
–
|
|
|
2038
|
United Asset Strategies
Garden City,
New York
|
$211K
|
-$824K
|
-4,214
|
-79%
|
|
|
2039
|
Independent Wealth Network
Urbandale,
Iowa
|
$211K
|
-$9.38K
|
-48
|
-4%
|
|
|
2040
|
Park Place Capital
Homewood,
Alabama
|
$211K
|
–
|
–
|
–
|
|
|
2041
|
Powell Investment Advisors
Miami,
Florida
|
$210K
|
+$224K
|
+1,145
|
New
|
|
|
2042
|
Concord Wealth Partners
Abingdon,
Virginia
|
$210K
|
-$2.86M
|
-14,618
|
-93%
|
|
|
2043
|
Rothschild Capital Partners
New York
|
$209K
|
–
|
–
|
–
|
|
|
2044
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$209K
|
-$322M
|
-1,649,059
|
-100%
|
|
|
2045
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$209K
|
+$7.63K
|
+39
|
+4%
|
|
|
2046
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$209K
|
+$222K
|
+1,136
|
New
|
|
|
2047
|
Cahill Financial Advisors
Edina,
Minnesota
|
$209K
|
-$22.3K
|
-114
|
-9%
|
|
|
2048
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$208K
|
-$978
|
-5
|
-0.4%
|
|
|
2049
|
R Squared
Central,
Hong Kong
|
$208K
|
+$221K
|
+1,131
|
New
|
|
|
2050
|
First County Bank
Stamford,
Connecticut
|
$207K
|
–
|
–
|
–
|
|
