|
2026
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$453K
|
-$14.9K
|
-144
|
-3%
|
|
|
2027
|
Veracity Capital
Atlanta,
Georgia
|
$453K
|
-$5.49K
|
-53
|
-1%
|
|
|
2028
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$453K
|
+$43K
|
+415
|
+11%
|
|
|
2029
|
Tempus Wealth Planning
Irvine,
California
|
$451K
|
-$131K
|
-1,266
|
-24%
|
|
|
2030
|
GDS Wealth Management
Flower Mound,
Texas
|
$451K
|
-$3.62K
|
-35
|
-0.8%
|
|
|
2031
|
Beta Wealth Group
San Diego,
California
|
$450K
|
+$31.1K
|
+300
|
+8%
|
|
|
2032
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$448K
|
-$34K
|
-328
|
-7%
|
|
|
2033
|
Evanson Asset Management
Carmel,
California
|
$447K
|
-$24.7K
|
-239
|
-6%
|
|
|
2034
|
Foster & Motley
Cincinnati,
Ohio
|
$447K
|
+$15.2K
|
+147
|
+4%
|
|
|
2035
|
3Chopt Investment Partners
Richmond,
Virginia
|
$447K
|
+$422K
|
+4,071
|
New
|
|
|
2036
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$446K
|
+$51.2K
|
+494
|
+14%
|
|
|
2037
|
First Personal Financial Services
Charlotte,
North Carolina
|
$446K
|
-$39.9K
|
-385
|
-9%
|
|
|
2038
|
Cannon Financial Strategists
Athens,
Georgia
|
$446K
|
–
|
–
|
–
|
|
|
2039
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$445K
|
+$2.17K
|
+21
|
+0.5%
|
|
|
2040
|
Mayport LLC
Newton,
Massachusetts
|
$445K
|
-$9.53K
|
-92
|
-2%
|
|
|
2041
|
Boston Partners
Boston,
Massachusetts
|
$445K
|
-$1.35M
|
-13,085
|
-76%
|
|
|
2042
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$445K
|
-$84.7K
|
-818
|
-17%
|
|
|
2043
|
Paragon Financial Partners
Woodland Hills,
California
|
$444K
|
–
|
–
|
–
|
|
|
2044
|
First Wilshire Securities Management
Pasadena,
California
|
$443K
|
–
|
–
|
–
|
|
|
2045
|
Simon Quick Advisors
Morristown,
New Jersey
|
$442K
|
+$66.7K
|
+644
|
+19%
|
|
|
2046
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$442K
|
-$45.8K
|
-442
|
-10%
|
|
|
2047
|
One Plus One Wealth Management
Jupiter,
Florida
|
$441K
|
–
|
–
|
–
|
|
|
2048
|
Northside Capital Management
Hood River,
Oregon
|
$441K
|
+$109K
|
+1,052
|
+35%
|
|
|
2049
|
Chapin Davis
Baltimore,
Maryland
|
$441K
|
+$416K
|
+4,015
|
New
|
|
|
2050
|
Angeles Wealth Management
Santa Monica,
California
|
$440K
|
-$44.2K
|
-427
|
-10%
|
|
