|
2026
|
Apexium Financial
Dallas,
Texas
|
$557K
|
+$9.78K
|
+244
|
+2%
|
|
|
2027
|
WESPAC Advisors
Orinda,
California
|
$556K
|
+$160
|
+4
|
+0%
|
|
|
2028
|
Univest Financial
Souderton,
Pennsylvania
|
$556K
|
+$561K
|
+14,002
|
New
|
|
|
2029
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$556K
|
–
|
–
|
–
|
|
|
2030
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$555K
|
-$68.1K
|
-1,700
|
-11%
|
|
|
2031
|
New Millennium Group
Sandy,
Utah
|
$554K
|
-$115K
|
-2,875
|
-17%
|
|
|
2032
|
Private Management Group
Irvine,
California
|
$554K
|
+$257K
|
+6,422
|
+85%
|
|
|
2033
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$554K
|
+$104K
|
+2,584
|
+23%
|
|
|
2034
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$553K
|
-$19.8K
|
-495
|
-3%
|
|
|
2035
|
Chicago Capital
Chicago,
Illinois
|
$552K
|
+$10K
|
+250
|
+2%
|
|
|
2036
|
Secure Asset Management
Troy,
Michigan
|
$551K
|
-$181K
|
-4,524
|
-25%
|
|
|
2037
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$551K
|
+$200K
|
+4,991
|
+56%
|
|
|
2038
|
Copley Financial Group
San Diego,
California
|
$550K
|
+$555K
|
+13,859
|
New
|
|
|
2039
|
Paladin Wealth
Arden Hills,
Minnesota
|
$549K
|
+$555K
|
+13,838
|
New
|
|
|
2040
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$549K
|
+$3.09K
|
+77
|
+0.6%
|
|
|
2041
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$547K
|
-$41.8K
|
-1,044
|
-7%
|
|
|
2042
|
Activest Wealth Management
Aventure,
Florida
|
$547K
|
-$3.77K
|
-94
|
-0.7%
|
|
|
2043
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$546K
|
+$6.41K
|
+160
|
+1%
|
|
|
2044
|
Capstone Investment Advisors
New York
|
$545K
|
-$1.33M
|
-33,250
|
-71%
|
|
|
2045
|
|
$545K
|
+$75.3K
|
+1,880
|
+16%
|
|
|
2046
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$544K
|
+$550K
|
+13,714
|
New
|
|
|
2047
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$544K
|
+$59.5K
|
+1,485
|
+12%
|
|
|
2048
|
J.W. Burns & Co
Dewitt,
New York
|
$542K
|
-$579K
|
-14,451
|
-51%
|
|
|
2049
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$541K
|
+$65.4K
|
+1,631
|
+14%
|
|
|
2050
|
Cladis Investment Advisory
Billings,
Montana
|
$541K
|
-$16K
|
-399
|
-3%
|
|
