|
2026
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$288K
|
-$1.72K
|
-7
|
-0.6%
|
|
|
2027
|
Klingenstein Fields & Co
New York
|
$288K
|
+$21.6K
|
+88
|
+8%
|
|
|
2028
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$287K
|
-$4.91K
|
-20
|
-2%
|
|
|
2029
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$287K
|
+$12.8K
|
+52
|
+5%
|
|
|
2030
|
Boston Research & Management
Manchester,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
2031
|
Waterford Advisors
Orchard Park,
New York
|
$286K
|
+$1.47K
|
+6
|
+0.5%
|
|
|
2032
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$286K
|
+$6.63K
|
+27
|
+2%
|
|
|
2033
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$286K
|
+$68K
|
+277
|
+31%
|
|
|
2034
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$285K
|
+$736
|
+3
|
+0.3%
|
|
|
2035
|
Financial Management Professionals
Austin,
Texas
|
$285K
|
+$74.6K
|
+304
|
+35%
|
|
|
2036
|
Parthenon LLC
Louisville,
Kentucky
|
$285K
|
–
|
–
|
–
|
|
|
2037
|
Alethea Capital Management
Mercer Island,
Washington
|
$284K
|
–
|
–
|
–
|
|
|
2038
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$283K
|
+$287K
|
+1,171
|
New
|
|
|
2039
|
Endurance Wealth Management
Providence,
Rhode Island
|
$283K
|
–
|
–
|
–
|
|
|
2040
|
Gray Wealth Management
Bangor,
Maine
|
$282K
|
+$8.84K
|
+36
|
+3%
|
|
|
2041
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$282K
|
–
|
–
|
–
|
|
|
2042
|
Byrne Asset Management
Kingston,
New Jersey
|
$282K
|
+$52.8K
|
+215
|
+23%
|
|
|
2043
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$281K
|
–
|
–
|
–
|
|
|
2044
|
Capitol Family Office
Beaverton,
Oregon
|
$280K
|
–
|
–
|
–
|
|
|
2045
|
First Community Trust
Dubuque,
Iowa
|
$280K
|
–
|
–
|
–
|
|
|
2046
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$279K
|
+$491
|
+2
|
+0.2%
|
|
|
2047
|
Aureus Asset Management
Boston,
Massachusetts
|
$279K
|
-$5.16K
|
-21
|
-2%
|
|
|
2048
|
American Financial Advisors
Marietta,
Georgia
|
$279K
|
+$2.21K
|
+9
|
+0.8%
|
|
|
2049
|
London Company of Virginia
Richmond,
Virginia
|
$278K
|
–
|
–
|
–
|
|
|
2050
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$278K
|
–
|
–
|
–
|
|
