|
2026
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$475K
|
+$22.7K
|
+483
|
+5%
|
|
|
2027
|
Matthew Hamilton Rosenberg
|
$475K
|
+$41.7K
|
+888
|
+10%
|
|
|
2028
|
Trinity Financial Advisors
Columbus,
Ohio
|
$473K
|
-$2.54K
|
-54
|
-0.6%
|
|
|
2029
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$473K
|
+$18.3K
|
+390
|
+4%
|
|
|
2030
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$472K
|
+$141
|
+3
|
+0%
|
|
|
2031
|
McRae Capital Management
Morristown,
New Jersey
|
$469K
|
–
|
–
|
–
|
|
|
2032
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$469K
|
+$8.17K
|
+174
|
+2%
|
|
|
2033
|
Gitterman Wealth Management
Edison,
New Jersey
|
$468K
|
+$442K
|
+9,414
|
New
|
|
|
2034
|
Norris Perne & French
Grand Rapids,
Michigan
|
$467K
|
+$442K
|
+9,405
|
New
|
|
|
2035
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$466K
|
+$1.27K
|
+27
|
+0.3%
|
|
|
2036
|
PDS Planning
Dublin,
Ohio
|
$465K
|
-$14.9K
|
-318
|
-3%
|
|
|
2037
|
Well Done LLC
Holland,
Michigan
|
$465K
|
+$8.03K
|
+171
|
+2%
|
|
|
2038
|
HBK Investments
Dallas,
Texas
|
$464K
|
-$2.27M
|
-48,351
|
-84%
|
|
|
2039
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$463K
|
-$52.8K
|
-1,125
|
-11%
|
|
|
2040
|
BSW Wealth Partners
Boulder,
Colorado
|
$462K
|
-$4.79K
|
-102
|
-1%
|
|
|
2041
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$462K
|
+$13.9K
|
+297
|
+3%
|
|
|
2042
|
Cable Hill Partners
Portland,
Oregon
|
$461K
|
-$90.8K
|
-1,935
|
-17%
|
|
|
2043
|
Paloma Partners
Greenwich,
Connecticut
|
$460K
|
-$8.16M
|
-173,859
|
-95%
|
|
|
2044
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$460K
|
+$9.29K
|
+198
|
+2%
|
|
|
2045
|
Mystic Asset Management
Warwick,
Rhode Island
|
$459K
|
-$10.6K
|
-225
|
-2%
|
|
|
2046
|
WrapManager Inc
Mill Valley,
California
|
$459K
|
+$17.2K
|
+366
|
+4%
|
|
|
2047
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$459K
|
+$113K
|
+2,400
|
+35%
|
|
|
2048
|
Gryphon Financial Partners
Columbus,
Ohio
|
$458K
|
-$278K
|
-5,925
|
-39%
|
|
|
2049
|
United Bank (Virginia)
Vienna,
Virginia
|
$458K
|
-$42.3K
|
-900
|
-9%
|
|
|
2050
|
Vigilant Capital Management
Portland,
Maine
|
$458K
|
-$12K
|
-255
|
-3%
|
|
