|
2026
|
Willow Creek Wealth Management
Sebastopol,
California
|
$281K
|
+$273K
|
+1,509
|
New
|
|
|
2027
|
Stegner Investment Associates
Louisville,
Kentucky
|
$281K
|
–
|
–
|
–
|
|
|
2028
|
Gimbal Financial
Carmel,
Indiana
|
$280K
|
–
|
–
|
–
|
|
|
2029
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$280K
|
–
|
–
|
–
|
|
|
2030
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$280K
|
+$362
|
+2
|
+0.1%
|
|
|
2031
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$279K
|
–
|
–
|
–
|
|
|
2032
|
Welch Group
Birmingham,
Alabama
|
$279K
|
-$4.89K
|
-27
|
-2%
|
|
|
2033
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$279K
|
–
|
–
|
–
|
|
|
2034
|
Security National Bank
Omaha,
Nebraska
|
$279K
|
+$114K
|
+632
|
+73%
|
|
|
2035
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$278K
|
–
|
–
|
–
|
|
|
2036
|
Claro Advisors
Boston,
Massachusetts
|
$277K
|
-$65.4K
|
-361
|
-20%
|
|
|
2037
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$277K
|
-$7.24K
|
-40
|
-3%
|
|
|
2038
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$276K
|
+$28.1K
|
+155
|
+12%
|
|
|
2039
|
First Interstate Bank
Billings,
Montana
|
$275K
|
-$65.4K
|
-361
|
-20%
|
|
|
2040
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$275K
|
+$267K
|
+1,473
|
New
|
|
|
2041
|
TD Asset Management
Toronto,
Ontario, Canada
|
$273K
|
–
|
–
|
–
|
|
|
2042
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$273K
|
–
|
–
|
–
|
|
|
2043
|
Farnam Financial
Phoenix,
Arizona
|
$272K
|
-$36.2K
|
-200
|
-12%
|
|
|
2044
|
Apriem Advisors
Irvine,
California
|
$272K
|
–
|
–
|
–
|
|
|
2045
|
L & S Advisors
Los Angeles,
California
|
$270K
|
–
|
–
|
–
|
|
|
2046
|
Private Wealth Management Group
Princeton,
New Jersey
|
$270K
|
-$6.34K
|
-35
|
-2%
|
|
|
2047
|
KW Wealth Management
Sacramento,
California
|
$270K
|
+$262K
|
+1,448
|
New
|
|
|
2048
|
Eastern Bank
Boston,
Massachusetts
|
$270K
|
-$1.09K
|
-6
|
-0.4%
|
|
|
2049
|
Lantz Financial
Naperville,
Illinois
|
$270K
|
–
|
–
|
–
|
|
|
2050
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$270K
|
-$13.8K
|
-76
|
-5%
|
|
