|
2026
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$880K
|
+$848K
|
+1,668
|
New
|
|
|
2027
|
Empirical Finance
Havertown,
Pennsylvania
|
$877K
|
+$3.05K
|
+6
|
+0.4%
|
|
|
2028
|
Signet Financial Management
Parsippany,
New Jersey
|
$877K
|
-$1.52K
|
-3
|
-0.2%
|
|
|
2029
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$876K
|
+$10.2K
|
+20
|
+1%
|
|
|
2030
|
Madrona Financial Services
Everett,
Washington
|
$875K
|
+$15.2K
|
+30
|
+2%
|
|
|
2031
|
Essex LLC
Deer Park,
Illinois
|
$871K
|
+$186K
|
+365
|
+28%
|
|
|
2032
|
Wolff Wiese Magana
Carslbad,
California
|
$867K
|
+$289K
|
+568
|
+53%
|
|
|
2033
|
MONECO Advisors
Fairfield,
Connecticut
|
$865K
|
+$68.6K
|
+135
|
+9%
|
|
|
2034
|
Hudson Value Partners
Palm Beach,
Florida
|
$864K
|
–
|
–
|
–
|
|
|
2035
|
Dupree Financial Group
Lexington,
Kentucky
|
$862K
|
+$31.5K
|
+62
|
+4%
|
|
|
2036
|
Addison Advisors
Middlebury,
Vermont
|
$859K
|
+$21.3K
|
+42
|
+3%
|
|
|
2037
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$858K
|
+$140K
|
+275
|
+20%
|
|
|
2038
|
First Nebraska Trust
Lincoln,
Nebraska
|
$857K
|
–
|
–
|
–
|
|
|
2039
|
Carrera Capital Advisors
Troy,
Michigan
|
$853K
|
+$819K
|
+1,612
|
New
|
|
|
2040
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$852K
|
+$251K
|
+494
|
+44%
|
|
|
2041
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$848K
|
-$76.2K
|
-150
|
-9%
|
|
|
2042
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$837K
|
+$13.7K
|
+27
|
+2%
|
|
|
2043
|
Oakwell Private Wealth Management
Austin,
Texas
|
$835K
|
–
|
–
|
–
|
|
|
2044
|
Sachetta
Lynnfield,
Massachusetts
|
$830K
|
+$76.2K
|
+150
|
+11%
|
|
|
2045
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$827K
|
+$31K
|
+61
|
+4%
|
|
|
2046
|
Dimension Capital Management
Coral Gables,
Florida
|
$826K
|
–
|
–
|
–
|
|
|
2047
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$824K
|
+$3.05K
|
+6
|
+0.4%
|
|
|
2048
|
Penn Davis McFarland
Dallas,
Texas
|
$823K
|
-$38.1K
|
-75
|
-5%
|
|
|
2049
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$823K
|
-$71.7K
|
-141
|
-8%
|
|
|
2050
|
Significant Wealth Partners
Cary,
Illinois
|
$821K
|
+$10.7K
|
+21
|
+1%
|
|
