|
2026
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$43K
|
+$5.68K
|
+30
|
+13%
|
|
|
2027
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$41K
|
-$64K
|
-338
|
Closed
|
|
|
2028
|
Disciplined Investments
Tulsa,
Oklahoma
|
$40K
|
-$2.46K
|
-13
|
-5%
|
|
|
2029
|
Destiny Wealth Partners
Tavares,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
2030
|
Rational Advisors
Huntington,
New York
|
$39K
|
+$2.27K
|
+12
|
+5%
|
|
|
2031
|
TimeScale Financial
Danvers,
Massachusetts
|
$39K
|
+$3.41K
|
+18
|
+8%
|
|
|
2032
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$38K
|
–
|
–
|
–
|
|
|
2033
|
Bell Investment Advisors
Oakland,
California
|
$38K
|
+$4.73K
|
+25
|
+12%
|
|
|
2034
|
Gould Capital
Tacoma,
Washington
|
$37K
|
–
|
–
|
–
|
|
|
2035
|
M&R Capital Management
Summit,
New Jersey
|
$35K
|
-$9.47K
|
-50
|
-19%
|
|
|
2036
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$35K
|
–
|
–
|
–
|
|
|
2037
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$32K
|
-$64K
|
-338
|
-63%
|
|
|
2038
|
Simplex Trading
Chicago,
Illinois
|
$32K
|
–
|
–
|
–
|
|
|
2039
|
PrairieView Partners
St. Paul,
Minnesota
|
$32K
|
+$8.71K
|
+46
|
+31%
|
|
|
2040
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$31K
|
+$1.32K
|
+7
|
+4%
|
|
|
2041
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$30K
|
+$189
|
+1
|
+0.5%
|
|
|
2042
|
Winch Advisory Services
Appleton,
Wisconsin
|
$29K
|
+$379
|
+2
|
+1%
|
|
|
2043
|
Front Row Advisors
Tiburon,
California
|
$28K
|
-$1.89K
|
-10
|
-5%
|
|
|
2044
|
West Oak Capital
Westlake Village,
California
|
$27K
|
-$4.73K
|
-25
|
-13%
|
|
|
2045
|
Joseph Group Capital Management
Columbus,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
2046
|
Life Planning Partners
Jacksonville,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
2047
|
Duncker Streett & Co
St. Louis,
Missouri
|
$25K
|
-$5.87K
|
-31
|
-17%
|
|
|
2048
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$24K
|
-$5.3K
|
-28
|
-16%
|
|
|
2049
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$23K
|
–
|
–
|
–
|
|
|
2050
|
IMA Advisory Services
Denver,
Colorado
|
$23K
|
–
|
–
|
–
|
|
