|
2026
|
Colonial Trust
Spartanburg,
South Carolina
|
$88.2K
|
+$9.41K
|
+43
|
+10%
|
|
|
2027
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$86.9K
|
–
|
–
|
–
|
|
|
2028
|
West Financial Advisors
Des Moines,
Iowa
|
$86.8K
|
–
|
–
|
–
|
|
|
2029
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$86.3K
|
+$25.6K
|
+117
|
+34%
|
|
|
2030
|
Trivant Custom Portfolio Group
San Diego,
California
|
$86.3K
|
–
|
–
|
–
|
|
|
2031
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$86.2K
|
-$89K
|
-407
|
-47%
|
|
|
2032
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$85.9K
|
-$43.8K
|
-200
|
-31%
|
|
|
2033
|
Tucker Asset Management
Littleton,
Colorado
|
$84.1K
|
+$1.97K
|
+9
|
+2%
|
|
|
2034
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$81K
|
-$43.3K
|
-198
|
-32%
|
|
|
2035
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$80.3K
|
+$2.41K
|
+11
|
+3%
|
|
|
2036
|
Horizon Bancorp
Michigan City,
Indiana
|
$80K
|
-$9.63K
|
-44
|
-10%
|
|
|
2037
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$79.5K
|
–
|
–
|
–
|
|
|
2038
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$79.2K
|
+$90.4K
|
+413
|
New
|
|
|
2039
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$78.2K
|
-$875
|
-4
|
-1%
|
|
|
2040
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$78K
|
-$380K
|
-1,736
|
-81%
|
|
|
2041
|
Gould Capital
Tacoma,
Washington
|
$77.4K
|
–
|
–
|
–
|
|
|
2042
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$77.1K
|
–
|
–
|
–
|
|
|
2043
|
Winch Advisory Services
Appleton,
Wisconsin
|
$77K
|
-$875
|
-4
|
-1%
|
|
|
2044
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$76.7K
|
-$43.8K
|
-200
|
-33%
|
|
|
2045
|
SRH Advisors
Salina,
Kansas
|
$76.7K
|
–
|
–
|
–
|
|
|
2046
|
State of Wyoming
Cheyenne,
Wyoming
|
$76.3K
|
-$24.1K
|
-110
|
-22%
|
|
|
2047
|
Sutton Wealth Advisors
Tampa,
Florida
|
$75.7K
|
+$7K
|
+32
|
+9%
|
|
|
2048
|
Valley Wealth Managers
Paramus,
New Jersey
|
$74.4K
|
–
|
–
|
–
|
|
|
2049
|
Baystate Wealth Management
Boston,
Massachusetts
|
$73.1K
|
–
|
–
|
–
|
|
|
2050
|
DB Wealth Management Group
San Diego,
California
|
$72.8K
|
–
|
–
|
–
|
|
