|
2026
|
Fayez Sarofim & Co
Houston,
Texas
|
$340K
|
–
|
–
|
–
|
|
|
2027
|
Pacific Sage Partners
Edmonds,
Washington
|
$340K
|
+$7.77K
|
+230
|
+2%
|
|
|
2028
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$339K
|
+$83.1K
|
+2,458
|
+31%
|
|
|
2029
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$339K
|
-$28.4K
|
-840
|
-7%
|
|
|
2030
|
Occidental Asset Management
Burlingame,
California
|
$339K
|
-$1.59M
|
-47,010
|
-82%
|
|
|
2031
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$339K
|
-$422K
|
-12,492
|
-53%
|
|
|
2032
|
Triton Wealth Management
Sun City,
Arizona
|
$338K
|
-$507
|
-15
|
-0.2%
|
|
|
2033
|
Altshuler Shaham
Tel Aviv,
Israel
|
$337K
|
-$26.6K
|
-787
|
-7%
|
|
|
2034
|
Verity Asset Management
Durham,
North Carolina
|
$337K
|
-$82.4K
|
-2,440
|
-19%
|
|
|
2035
|
Childress Capital Advisors
Houston,
Texas
|
$337K
|
+$344K
|
+10,176
|
New
|
|
|
2036
|
Bank of Stockton
Stockton,
California
|
$337K
|
–
|
–
|
–
|
|
|
2037
|
Clare Market Investments
Dallas,
Texas
|
$337K
|
-$322K
|
-9,529
|
-48%
|
|
|
2038
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$336K
|
+$4.39K
|
+130
|
+1%
|
|
|
2039
|
Bessemer Securities
New York
|
$335K
|
-$562K
|
-16,642
|
-62%
|
|
|
2040
|
BCS Wealth Management
Johnson City,
Tennessee
|
$335K
|
+$10.8K
|
+320
|
+3%
|
|
|
2041
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$333K
|
-$128K
|
-3,775
|
-26%
|
|
|
2042
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$333K
|
-$69.9K
|
-2,069
|
-17%
|
|
|
2043
|
Arkos Global Advisors
Houston,
Texas
|
$333K
|
-$32.7K
|
-969
|
-9%
|
|
|
2044
|
McGowan Group Asset Management
Dallas,
Texas
|
$333K
|
+$129K
|
+3,810
|
+59%
|
|
|
2045
|
Northstar Advisory Group
Northfield,
New Jersey
|
$333K
|
-$213K
|
-6,293
|
-38%
|
|
|
2046
|
CEDRUS
Littleton,
Colorado
|
$332K
|
+$9.49K
|
+281
|
+3%
|
|
|
2047
|
Wedgewood Investors
Erie,
Pennsylvania
|
$332K
|
-$260K
|
-7,689
|
-43%
|
|
|
2048
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$331K
|
-$10.7M
|
-317,290
|
-97%
|
|
|
2049
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$331K
|
-$124K
|
-3,680
|
-29%
|
|
|
2050
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$329K
|
-$103K
|
-3,035
|
-23%
|
|
