|
2026
|
Safeguard Financial
Minocqua,
Wisconsin
|
$291K
|
+$65.8K
|
+433
|
+32%
|
|
|
2027
|
Atlas Brown
Louisville,
Kentucky
|
$291K
|
+$75.8K
|
+499
|
+39%
|
|
|
2028
|
MBA Advisors
Hermitage,
Pennsylvania
|
$291K
|
-$75.7K
|
-498
|
-22%
|
|
|
2029
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$290K
|
+$15.7K
|
+103
|
+6%
|
|
|
2030
|
Chapin Davis
Baltimore,
Maryland
|
$290K
|
+$15.2K
|
+100
|
+6%
|
|
|
2031
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$289K
|
–
|
–
|
–
|
|
|
2032
|
MV Capital Management
Bethesda,
Maryland
|
$289K
|
+$1.82K
|
+12
|
+0.7%
|
|
|
2033
|
Bath Savings Trust
Bath,
Maine
|
$288K
|
–
|
–
|
–
|
|
|
2034
|
MRA Advisory Group
Parsippany,
New Jersey
|
$288K
|
-$63.8K
|
-420
|
-19%
|
|
|
2035
|
Fortis Advisors
Wayne,
Pennsylvania
|
$287K
|
+$266K
|
+1,750
|
New
|
|
|
2036
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$287K
|
+$16.6K
|
+109
|
+7%
|
|
|
2037
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$287K
|
-$28.9K
|
-190
|
-10%
|
|
|
2038
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$287K
|
+$265K
|
+1,747
|
New
|
|
|
2039
|
Kestra Investment Management
Austin,
Texas
|
$286K
|
+$265K
|
+1,746
|
New
|
|
|
2040
|
ORG Partners
Roanoke,
Indiana
|
$286K
|
-$67.5K
|
-444
|
-20%
|
|
|
2041
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$286K
|
+$68.8K
|
+453
|
+35%
|
|
|
2042
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$285K
|
–
|
–
|
–
|
|
|
2043
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$285K
|
+$15.2K
|
+100
|
+6%
|
|
|
2044
|
Old Mission Investment Co
Traverse City,
Michigan
|
$284K
|
+$40.7K
|
+268
|
+18%
|
|
|
2045
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$284K
|
+$21.7K
|
+143
|
+9%
|
|
|
2046
|
TruWealth Advisors
Metairie,
Louisiana
|
$283K
|
+$5.93K
|
+39
|
+2%
|
|
|
2047
|
New Century Financial Group
Princeton,
New Jersey
|
$283K
|
+$31.1K
|
+205
|
+13%
|
|
|
2048
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$283K
|
+$14.7K
|
+97
|
+6%
|
|
|
2049
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$282K
|
–
|
–
|
–
|
|
|
2050
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$282K
|
–
|
–
|
–
|
|
