|
2026
|
Bruce G. Allen Investments
Denver,
Colorado
|
$361K
|
+$15.8K
|
+70
|
+5%
|
|
|
2027
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$360K
|
+$44.9K
|
+199
|
+15%
|
|
|
2028
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$360K
|
+$343K
|
+1,524
|
New
|
|
|
2029
|
Members Trust
Tampa,
Florida
|
$360K
|
+$33.8K
|
+150
|
+11%
|
|
|
2030
|
One Capital Management
Westlake Village,
California
|
$359K
|
-$192K
|
-853
|
-36%
|
|
|
2031
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$359K
|
-$1.53M
|
-6,790
|
-82%
|
|
|
2032
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$358K
|
+$225
|
+1
|
+0.1%
|
|
|
2033
|
Holderness Investments Company
Greensboro,
North Carolina
|
$357K
|
–
|
–
|
–
|
|
|
2034
|
Breakwater Capital Group
Paramus,
New Jersey
|
$357K
|
+$5.63K
|
+25
|
+2%
|
|
|
2035
|
Garner Asset Management Corp
Plano,
Texas
|
$355K
|
+$451
|
+2
|
+0.1%
|
|
|
2036
|
Liberty Wealth Management
Oakland,
California
|
$355K
|
-$45.1K
|
-200
|
-12%
|
|
|
2037
|
Joule Financial
Lexington,
Kentucky
|
$355K
|
-$74.6K
|
-331
|
-18%
|
|
|
2038
|
Blume Capital Management
Berkeley,
California
|
$355K
|
-$451
|
-2
|
-0.1%
|
|
|
2039
|
|
$355K
|
–
|
–
|
–
|
|
|
2040
|
City National Bank of Florida
Miami,
Florida
|
$354K
|
+$14.2K
|
+63
|
+4%
|
|
|
2041
|
Sivia Capital Partners
Mill Valley,
California
|
$350K
|
+$12.4K
|
+55
|
+4%
|
|
|
2042
|
Hager Investment Management Services
New London,
New Hampshire
|
$349K
|
-$4.51K
|
-20
|
-1%
|
|
|
2043
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$349K
|
+$902
|
+4
|
+0.3%
|
|
|
2044
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$349K
|
-$80.9K
|
-359
|
-19%
|
|
|
2045
|
Counterpoint Mutual Funds
San Diego,
California
|
$348K
|
+$332K
|
+1,474
|
New
|
|
|
2046
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$348K
|
-$14.7K
|
-65
|
-4%
|
|
|
2047
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$347K
|
-$42.4K
|
-188
|
-11%
|
|
|
2048
|
Atala Financial
Calabasas,
California
|
$347K
|
-$69.4K
|
-308
|
-17%
|
|
|
2049
|
RIA Advisory Group
Des Moines,
Iowa
|
$344K
|
+$225
|
+1
|
+0.1%
|
|
|
2050
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$343K
|
+$2.71K
|
+12
|
+0.8%
|
|
