|
2026
|
Hoey Investments
Coatesville,
Pennsylvania
|
$24.5K
|
-$32.2K
|
-600
|
-60%
|
|
|
2027
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$24.5K
|
–
|
–
|
–
|
|
|
2028
|
Fortitude Family Office
Scottsdale,
Arizona
|
$24.5K
|
–
|
–
|
–
|
|
|
2029
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$24.5K
|
–
|
–
|
–
|
|
|
2030
|
|
$24.5K
|
+$21.5K
|
+400
|
New
|
|
|
2031
|
SOA Wealth Advisors
New York
|
$23.9K
|
+$107
|
+2
|
+0.5%
|
|
|
2032
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$23.3K
|
–
|
–
|
–
|
|
|
2033
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$22.1K
|
–
|
–
|
–
|
|
|
2034
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$22.1K
|
+$19.3K
|
+360
|
New
|
|
|
2035
|
Allspring Global Investments
Charlotte,
North Carolina
|
$21.5K
|
+$644
|
+12
|
+3%
|
|
|
2036
|
Ballast Advisors
Woodbury,
Minnesota
|
$21.2K
|
+$2.47K
|
+46
|
+15%
|
|
|
2037
|
Clean Yield Group
Norwich,
Vermont
|
$21.1K
|
+$107
|
+2
|
+0.6%
|
|
|
2038
|
Clayton Financial Group
St. Louis,
Missouri
|
$20.9K
|
-$5.85K
|
-109
|
-24%
|
|
|
2039
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$20.2K
|
-$1.34M
|
-24,891
|
-99%
|
|
|
2040
|
Perkins Coie Trust Company
Seattle,
Washington
|
$19.2K
|
–
|
–
|
–
|
|
|
2041
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$18.8K
|
+$751
|
+14
|
+5%
|
|
|
2042
|
GoalVest Advisory
New York
|
$18.7K
|
–
|
–
|
–
|
|
|
2043
|
True Wealth Design
Akron,
Ohio
|
$18.4K
|
+$16.1K
|
+300
|
New
|
|
|
2044
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$18K
|
–
|
–
|
–
|
|
|
2045
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$17.8K
|
-$5.58K
|
-104
|
-26%
|
|
|
2046
|
MH & Associates Securities Management
Carlsbad,
California
|
$17.2K
|
–
|
–
|
–
|
|
|
2047
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$17.2K
|
–
|
–
|
–
|
|
|
2048
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$17K
|
+$107
|
+2
|
+0.7%
|
|
|
2049
|
Avion Wealth
The Woodlands,
Texas
|
$17K
|
+$2.9K
|
+54
|
+23%
|
|
|
2050
|
Corsicana & Co
Corsicana,
Texas
|
$16.4K
|
-$9.39K
|
-175
|
-50%
|
|
