|
2026
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$155K
|
-$20.3K
|
-100
|
-12%
|
|
|
2027
|
American Research & Management Company
Marion,
Massachusetts
|
$155K
|
+$104K
|
+513
|
+242%
|
|
|
2028
|
Chilton Capital Management
Houston,
Texas
|
$154K
|
+$146K
|
+717
|
New
|
|
|
2029
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$154K
|
+$146K
|
+720
|
New
|
|
|
2030
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$153K
|
-$14.8K
|
-73
|
-9%
|
|
|
2031
|
Toth Financial Advisory
Leesburg,
Virginia
|
$152K
|
+$3.46K
|
+17
|
+2%
|
|
|
2032
|
Raffa Wealth Management
Washington,
District of Columbia
|
$151K
|
-$2.24K
|
-11
|
-2%
|
|
|
2033
|
First Command Bank
Fort Worth,
Texas
|
$150K
|
–
|
–
|
–
|
|
|
2034
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$150K
|
+$45.6K
|
+224
|
+47%
|
|
|
2035
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$149K
|
+$142K
|
+700
|
New
|
|
|
2036
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$147K
|
+$20.7K
|
+102
|
+17%
|
|
|
2037
|
Capstone Investment Advisors
New York
|
$144K
|
-$14.4M
|
-70,946
|
-99%
|
|
|
2038
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$144K
|
-$744K
|
-3,657
|
-84%
|
|
|
2039
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$143K
|
+$18.3K
|
+90
|
+16%
|
|
|
2040
|
State of Wyoming
Cheyenne,
Wyoming
|
$141K
|
+$134K
|
+658
|
New
|
|
|
2041
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$138K
|
-$9.36K
|
-46
|
-7%
|
|
|
2042
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$137K
|
–
|
–
|
–
|
|
|
2043
|
Canton Hathaway
Providence,
Rhode Island
|
$135K
|
–
|
–
|
–
|
|
|
2044
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$135K
|
+$128K
|
+630
|
New
|
|
|
2045
|
Financial Management Professionals
Austin,
Texas
|
$134K
|
+$2.85K
|
+14
|
+2%
|
|
|
2046
|
Reilly Financial Advisors
La Mesa,
California
|
$134K
|
+$5.7K
|
+28
|
+5%
|
|
|
2047
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$133K
|
-$22.6K
|
-111
|
-15%
|
|
|
2048
|
Howe & Rusling
Rochester,
New York
|
$133K
|
+$610
|
+3
|
+0.5%
|
|
|
2049
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$131K
|
+$63.1K
|
+310
|
+103%
|
|
|
2050
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$129K
|
–
|
–
|
–
|
|
