|
2026
|
Tompkins Financial
Ithaca,
New York
|
$72K
|
+$4.73K
|
+200
|
+7%
|
|
|
2027
|
Arlington Partners
Birmingham,
Alabama
|
$71K
|
-$115K
|
-4,862
|
-62%
|
|
|
2028
|
Financial Perspectives
Minneapolis,
Minnesota
|
$70.9K
|
-$11.3K
|
-479
|
-14%
|
|
|
2029
|
Larson Financial Group
St Louis,
Missouri
|
$69K
|
-$18.1K
|
-767
|
-21%
|
|
|
2030
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$69K
|
+$2.6K
|
+110
|
+4%
|
|
|
2031
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$68K
|
-$9.62K
|
-407
|
-12%
|
|
|
2032
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$67K
|
-$3.59K
|
-152
|
-5%
|
|
|
2033
|
Litman Gregory Wealth Management
Larkspur,
California
|
$67K
|
–
|
–
|
–
|
|
|
2034
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$66K
|
-$2.58K
|
-109
|
-4%
|
|
|
2035
|
Vigilant Capital Management
Portland,
Maine
|
$66K
|
–
|
–
|
–
|
|
|
2036
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$64K
|
+$63.8K
|
+2,700
|
New
|
|
|
2037
|
Kessler Investment Group
Columbus,
Indiana
|
$62K
|
–
|
–
|
–
|
|
|
2038
|
CNB Bank
Clearfield,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
2039
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$59K
|
–
|
–
|
–
|
|
|
2040
|
Private Ocean
San Rafael,
California
|
$58K
|
+$6K
|
+254
|
+11%
|
|
|
2041
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$56K
|
–
|
–
|
–
|
|
|
2042
|
Barrett Asset Management
New York
|
$55K
|
–
|
–
|
–
|
|
|
2043
|
Knuff & Co
Foster City,
California
|
$55K
|
–
|
–
|
–
|
|
|
2044
|
First Financial Corp
Terre Haute,
Indiana
|
$54K
|
–
|
–
|
–
|
|
|
2045
|
Ruggie Capital Group
Tavares,
Florida
|
$53K
|
+$378
|
+16
|
+0.7%
|
|
|
2046
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$51K
|
-$1.75K
|
-74
|
-3%
|
|
|
2047
|
Smith Group Asset Management
Dallas,
Texas
|
$49K
|
-$19M
|
-805,793
|
-100%
|
|
|
2048
|
NWK Group
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
2049
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$47K
|
+$284
|
+12
|
+0.6%
|
|
|
2050
|
Harvest Fund Management
Beijing,
China
|
$46K
|
–
|
–
|
–
|
|
