|
2026
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$421K
|
+$398K
|
+1,461
|
New
|
|
|
2027
|
Xcel Wealth Management
Holly Hill,
Florida
|
$421K
|
-$13.6K
|
-50
|
-3%
|
|
|
2028
|
Proficio Capital Partners
Newton,
Massachusetts
|
$420K
|
+$34.3K
|
+126
|
+9%
|
|
|
2029
|
SSI Investment Management
Los Angeles,
California
|
$419K
|
-$1.64K
|
-6
|
-0.4%
|
|
|
2030
|
Horan Securities
Cincinnati,
United States
|
$419K
|
+$34.9K
|
+128
|
+10%
|
|
|
2031
|
Private Ocean
San Rafael,
California
|
$418K
|
–
|
–
|
–
|
|
|
2032
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$418K
|
+$33.5K
|
+123
|
+9%
|
|
|
2033
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$418K
|
+$1.36K
|
+5
|
+0.3%
|
|
|
2034
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$417K
|
+$19.6K
|
+72
|
+5%
|
|
|
2035
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$416K
|
+$394K
|
+1,446
|
New
|
|
|
2036
|
Nadler Financial Group
Deerfield,
Illinois
|
$416K
|
+$1.64K
|
+6
|
+0.4%
|
|
|
2037
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$416K
|
+$113K
|
+416
|
+42%
|
|
|
2038
|
Oakworth Capital
Birmingham,
Alabama
|
$416K
|
+$198K
|
+728
|
+102%
|
|
|
2039
|
Provence Wealth Management Group
Irvine,
California
|
$416K
|
+$42K
|
+154
|
+12%
|
|
|
2040
|
Charles Schwab Trust
Henderson,
Nevada
|
$416K
|
–
|
–
|
–
|
|
|
2041
|
Semus Wealth Partners
Boca Raton,
Florida
|
$415K
|
-$16.6K
|
-61
|
-4%
|
|
|
2042
|
Builder Investment Group
Atlanta,
Georgia
|
$415K
|
–
|
–
|
–
|
|
|
2043
|
Financial Advisors Network
Tustin,
California
|
$415K
|
-$3K
|
-11
|
-0.8%
|
|
|
2044
|
Accredited Investors
Edina,
Minnesota
|
$414K
|
-$8.99K
|
-33
|
-2%
|
|
|
2045
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$414K
|
–
|
–
|
–
|
|
|
2046
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$413K
|
-$32.2K
|
-118
|
-8%
|
|
|
2047
|
Global Financial Private Client
Sarasota,
Florida
|
$412K
|
+$5.18K
|
+19
|
+1%
|
|
|
2048
|
Townsend Asset Management
Raleigh,
North Carolina
|
$412K
|
–
|
–
|
–
|
|
|
2049
|
Good Life Advisors
Reading,
Pennsylvania
|
$412K
|
-$34.3K
|
-126
|
-8%
|
|
|
2050
|
Headlands Technologies
Chicago,
Illinois
|
$412K
|
-$341K
|
-1,250
|
-47%
|
|
