|
2026
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$248K
|
+$243K
|
+1,029
|
New
|
|
|
2027
|
Eagle Global Advisors
Houston,
Texas
|
$247K
|
-$17.2K
|
-73
|
-7%
|
|
|
2028
|
Flaharty Asset Management
Clearwater,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
2029
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$247K
|
–
|
–
|
–
|
|
|
2030
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$247K
|
+$1.42K
|
+6
|
+0.6%
|
|
|
2031
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$247K
|
+$7.32K
|
+31
|
+3%
|
|
|
2032
|
Stephens Consulting
Flint,
Michigan
|
$246K
|
+$241K
|
+1,019
|
New
|
|
|
2033
|
LVZ Inc
Holland,
Michigan
|
$246K
|
-$26.4K
|
-112
|
-10%
|
|
|
2034
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$245K
|
+$240K
|
+1,015
|
New
|
|
|
2035
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$245K
|
–
|
–
|
–
|
|
|
2036
|
Willow Creek Wealth Management
Sebastopol,
California
|
$242K
|
–
|
–
|
–
|
|
|
2037
|
Great Lakes Advisors
Chicago,
Illinois
|
$242K
|
+$944
|
+4
|
+0.4%
|
|
|
2038
|
Capital Management
Glen Allen,
Virginia
|
$241K
|
–
|
–
|
–
|
|
|
2039
|
JBF Capital
Aspen,
Colorado
|
$241K
|
–
|
–
|
–
|
|
|
2040
|
Wellington Shields Capital Management
New York
|
$241K
|
–
|
–
|
–
|
|
|
2041
|
Bosun Asset Management
Chicago,
Illinois
|
$241K
|
+$236K
|
+1,000
|
New
|
|
|
2042
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$241K
|
+$236K
|
+1,000
|
New
|
|
|
2043
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$240K
|
+$117K
|
+496
|
+99%
|
|
|
2044
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$239K
|
+$708
|
+3
|
+0.3%
|
|
|
2045
|
Univest Financial
Souderton,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
2046
|
JSF Financial
Los Angeles,
California
|
$238K
|
+$232K
|
+984
|
New
|
|
|
2047
|
LWM Advisory Services
Plantation,
Florida
|
$238K
|
+$232K
|
+984
|
New
|
|
|
2048
|
Lafayette Investments
Ashton,
Maryland
|
$238K
|
+$233K
|
+985
|
New
|
|
|
2049
|
First Wilshire Securities Management
Pasadena,
California
|
$237K
|
-$63.7K
|
-270
|
-22%
|
|
|
2050
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$236K
|
+$231K
|
+979
|
New
|
|
