|
2026
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$546K
|
+$501K
|
+12,045
|
New
|
|
|
2027
|
LVM Capital Management
Portage,
Michigan
|
$545K
|
-$9.37K
|
-225
|
-2%
|
|
|
2028
|
Cresta Advisors
Laredo,
Texas
|
$545K
|
–
|
–
|
–
|
|
|
2029
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$545K
|
–
|
–
|
–
|
|
|
2030
|
Silvia McColl Wealth Management
San Diego,
California
|
$544K
|
–
|
–
|
–
|
|
|
2031
|
Financial Advisors Network
Tustin,
California
|
$544K
|
-$18.2K
|
-437
|
-4%
|
|
|
2032
|
Armis Advisers
Atlanta,
Georgia
|
$540K
|
-$313K
|
-7,511
|
-38%
|
|
|
2033
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$540K
|
-$28.3K
|
-679
|
-5%
|
|
|
2034
|
Quantum Financial Advisors
El Segundo,
California
|
$538K
|
-$8.53K
|
-205
|
-2%
|
|
|
2035
|
Perkins Capital Management
Wayzata,
Minnesota
|
$536K
|
–
|
–
|
–
|
|
|
2036
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$534K
|
-$2.29K
|
-55
|
-0.5%
|
|
|
2037
|
SimplyRich
Carlsbad,
California
|
$534K
|
+$146K
|
+3,513
|
+42%
|
|
|
2038
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$533K
|
+$489K
|
+11,743
|
New
|
|
|
2039
|
Arrow Financial
Glens Falls,
New York
|
$531K
|
-$40K
|
-960
|
-8%
|
|
|
2040
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$528K
|
-$29.6K
|
-712
|
-6%
|
|
|
2041
|
Independent Wealth Network
Urbandale,
Iowa
|
$528K
|
-$4.29K
|
-103
|
-0.9%
|
|
|
2042
|
Fayez Sarofim & Co
Houston,
Texas
|
$527K
|
-$58.3K
|
-1,400
|
-11%
|
|
|
2043
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$525K
|
-$35.2K
|
-845
|
-7%
|
|
|
2044
|
PFS Partners
Mine Hill,
New Jersey
|
$525K
|
+$1.96K
|
+47
|
+0.4%
|
|
|
2045
|
Carr Financial Group
Worcester,
Massachusetts
|
$524K
|
-$13.8K
|
-332
|
-3%
|
|
|
2046
|
Cadinha & Co
Honolulu,
Hawaii
|
$523K
|
-$20.8K
|
-500
|
-4%
|
|
|
2047
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$522K
|
–
|
–
|
–
|
|
|
2048
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$520K
|
+$125
|
+3
|
+0%
|
|
|
2049
|
NWF Advisory Services
Los Angeles,
California
|
$520K
|
-$1.58M
|
-37,969
|
-77%
|
|
|
2050
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$517K
|
+$475K
|
+11,400
|
New
|
|
