|
2026
|
Triumph Capital Management
Denver,
Colorado
|
$147K
|
–
|
–
|
–
|
|
|
2027
|
Maryland Capital Advisors
Chester,
Maryland
|
$145K
|
+$133K
|
+1,216
|
New
|
|
|
2028
|
Aventura Private Wealth
Aventura,
Florida
|
$145K
|
–
|
–
|
–
|
|
|
2029
|
West Branch Capital
Amherst,
Massachusetts
|
$143K
|
-$16.2K
|
-148
|
-11%
|
|
|
2030
|
Clark Wealth Partners
O'fallon,
Illinois
|
$142K
|
–
|
–
|
–
|
|
|
2031
|
CNB Bank
Clearfield,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
2032
|
PlanVest Financial
Gaithersburg,
Maryland
|
$142K
|
–
|
–
|
–
|
|
|
2033
|
Montag & Associates
Atlanta,
Georgia
|
$141K
|
-$45.5K
|
-416
|
-26%
|
|
|
2034
|
GHP Investment Advisors
Denver,
Colorado
|
$138K
|
+$657
|
+6
|
+0.5%
|
|
|
2035
|
Schroder Investment Management Group
London,
United Kingdom
|
$137K
|
–
|
–
|
–
|
|
|
2036
|
Avalon Trust
Santa Fe,
New Mexico
|
$134K
|
-$4.38K
|
-40
|
-3%
|
|
|
2037
|
Fairway Wealth
Independence,
Ohio
|
$134K
|
–
|
–
|
–
|
|
|
2038
|
Rialto Wealth Management
Syracuse,
New York
|
$131K
|
-$219
|
-2
|
-0.2%
|
|
|
2039
|
Peterson Wealth Services
South Ogden,
Utah
|
$129K
|
–
|
–
|
–
|
|
|
2040
|
Operose Advisors
Milwaukee,
Wisconsin
|
$128K
|
+$4.49K
|
+41
|
+4%
|
|
|
2041
|
Barrett & Company
Providence,
Rhode Island
|
$128K
|
+$328
|
+3
|
+0.3%
|
|
|
2042
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$124K
|
+$43.8K
|
+400
|
+63%
|
|
|
2043
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$124K
|
-$219
|
-2
|
-0.2%
|
|
|
2044
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$124K
|
-$814K
|
-7,434
|
-88%
|
|
|
2045
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$120K
|
–
|
–
|
–
|
|
|
2046
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$120K
|
–
|
–
|
–
|
|
|
2047
|
Strategic Wealth Partners
Independence,
Ohio
|
$119K
|
-$8.76K
|
-80
|
-7%
|
|
|
2048
|
Vestor Capital
Chicago,
Illinois
|
$118K
|
-$44.3K
|
-405
|
-51%
|
|
|
2049
|
Strive Financial Group
Carmel,
Indiana
|
$117K
|
–
|
–
|
–
|
|
|
2050
|
Godfrey Financial Associates
Glenmont,
New York
|
$115K
|
+$438
|
+4
|
+0.4%
|
|
