|
2026
|
Hollencrest Capital Management
Newport Beach,
California
|
$426K
|
–
|
–
|
–
|
|
|
2027
|
Inspire Advisors
Meridian,
Idaho
|
$426K
|
+$38.3K
|
+658
|
+10%
|
|
|
2028
|
Heritage Wealth Management (California)
San Diego,
California
|
$426K
|
–
|
–
|
–
|
|
|
2029
|
Rothschild Investment LLC
Chicago,
Illinois
|
$425K
|
+$466
|
+8
|
+0.1%
|
|
|
2030
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$425K
|
–
|
–
|
–
|
|
|
2031
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$424K
|
+$63.6K
|
+1,092
|
+18%
|
|
|
2032
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$424K
|
+$72.4K
|
+1,243
|
+22%
|
|
|
2033
|
Stanich Group
Montauk,
New York
|
$423K
|
+$58
|
+1
|
+0%
|
|
|
2034
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$423K
|
+$17.6K
|
+302
|
+4%
|
|
|
2035
|
Physician Wealth Advisors
Midvale,
Utah
|
$422K
|
+$4.84K
|
+83
|
+1%
|
|
|
2036
|
Custos Family Office
Austin,
Texas
|
$421K
|
-$1.9M
|
-32,678
|
-82%
|
|
|
2037
|
CRA Financial Services
Northfield,
New Jersey
|
$421K
|
+$2.91K
|
+50
|
+0.7%
|
|
|
2038
|
Howe & Rusling
Rochester,
New York
|
$421K
|
-$4.08K
|
-70
|
-1%
|
|
|
2039
|
Astoria Portfolio Advisors
New York
|
$419K
|
-$14.9K
|
-256
|
-4%
|
|
|
2040
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$418K
|
+$27.4K
|
+471
|
+7%
|
|
|
2041
|
BCS Wealth Management
Johnson City,
Tennessee
|
$418K
|
-$3.67K
|
-63
|
-0.9%
|
|
|
2042
|
Worth Asset Management
Dallas,
Texas
|
$418K
|
-$2.26M
|
-38,800
|
-85%
|
|
|
2043
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$417K
|
–
|
–
|
–
|
|
|
2044
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$417K
|
+$1.11K
|
+19
|
+0.3%
|
|
|
2045
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$416K
|
+$31.7K
|
+544
|
+8%
|
|
|
2046
|
Calamos Wealth Management
Naperville,
Illinois
|
$414K
|
-$186K
|
-3,187
|
-32%
|
|
|
2047
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$414K
|
+$23.9K
|
+410
|
+6%
|
|
|
2048
|
Balance Wealth
Delaware,
Ohio
|
$414K
|
+$402K
|
+6,906
|
New
|
|
|
2049
|
Scratch Capital
Boise,
Idaho
|
$408K
|
+$1.05K
|
+18
|
+0.3%
|
|
|
2050
|
Kendall Capital Management
Rockville,
Maryland
|
$408K
|
–
|
–
|
–
|
|
