|
2026
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$547K
|
-$33.6K
|
-878
|
-6%
|
|
|
2027
|
SYM Financial Corp
Winona Lake,
Indiana
|
$546K
|
+$526K
|
+13,729
|
New
|
|
|
2028
|
Chicago Capital
Chicago,
Illinois
|
$544K
|
-$16K
|
-417
|
-3%
|
|
|
2029
|
Ausdal Financial Partners
Davenport,
Iowa
|
$542K
|
-$14.6K
|
-381
|
-3%
|
|
|
2030
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$542K
|
+$142K
|
+3,714
|
+37%
|
|
|
2031
|
Hanover Advisors
Seneca,
South Carolina
|
$541K
|
-$2.57K
|
-67
|
-0.5%
|
|
|
2032
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$541K
|
-$15.8K
|
-411
|
-3%
|
|
|
2033
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$541K
|
+$1.69K
|
+44
|
+0.3%
|
|
|
2034
|
Bay Rivers Group
Williamsburg,
Virginia
|
$536K
|
+$29.5K
|
+770
|
+6%
|
|
|
2035
|
Great Diamond Partners
Portland,
Maine
|
$535K
|
-$49.2K
|
-1,283
|
-9%
|
|
|
2036
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$530K
|
+$1.73K
|
+45
|
+0.3%
|
|
|
2037
|
Brandywine Trust
Hockessin,
Delaware
|
$530K
|
–
|
–
|
–
|
|
|
2038
|
Aristotle Capital Management
Los Angeles,
California
|
$529K
|
–
|
–
|
–
|
|
|
2039
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$529K
|
-$28.1K
|
-733
|
-6%
|
|
|
2040
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$528K
|
+$14.1K
|
+368
|
+3%
|
|
|
2041
|
Florida Financial Advisors
Tampa,
Florida
|
$526K
|
+$95.1K
|
+2,481
|
+23%
|
|
|
2042
|
Optimum Investment Advisors
Chicago,
Illinois
|
$526K
|
-$3.64K
|
-95
|
-0.7%
|
|
|
2043
|
WealthShield Partners
Cary,
North Carolina
|
$526K
|
-$8.16K
|
-213
|
-2%
|
|
|
2044
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$525K
|
-$16K
|
-418
|
-3%
|
|
|
2045
|
Intrua Financial
Houston,
Texas
|
$525K
|
-$267K
|
-6,961
|
-35%
|
|
|
2046
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$525K
|
+$17.5K
|
+456
|
+4%
|
|
|
2047
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$523K
|
+$158K
|
+4,119
|
+46%
|
|
|
2048
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$523K
|
-$7.67K
|
-200
|
-1%
|
|
|
2049
|
True Vision MN
Woodbury,
Minnesota
|
$523K
|
+$504K
|
+13,141
|
New
|
|
|
2050
|
First American Trust
Santa Ana,
California
|
$523K
|
+$28K
|
+731
|
+6%
|
|
