|
2026
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$760K
|
+$53.6K
|
+1,098
|
+8%
|
|
|
2027
|
Leslie Global Wealth
Itasca,
Illinois
|
$758K
|
+$16.6K
|
+341
|
+2%
|
|
|
2028
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$757K
|
+$99.8K
|
+2,045
|
+16%
|
|
|
2029
|
New Hampshire Trust
Concord,
New Hampshire
|
$757K
|
–
|
–
|
–
|
|
|
2030
|
Procyon Advisors
Shelton,
Connecticut
|
$755K
|
-$54.5K
|
-1,117
|
-7%
|
|
|
2031
|
Ascent Wealth Partners
New Hartford,
New York
|
$755K
|
–
|
–
|
–
|
|
|
2032
|
Berger Financial Group
Plymouth,
Minnesota
|
$750K
|
+$16K
|
+327
|
+2%
|
|
|
2033
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$748K
|
+$63.7K
|
+1,305
|
+10%
|
|
|
2034
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$748K
|
+$29.4K
|
+603
|
+4%
|
|
|
2035
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$745K
|
+$63.5K
|
+1,302
|
+10%
|
|
|
2036
|
Cheviot Value Management
Beverly Hills,
California
|
$745K
|
-$2.44K
|
-50
|
-0.4%
|
|
|
2037
|
United Community Bank
Greenville,
South Carolina
|
$745K
|
-$54.9K
|
-1,125
|
-7%
|
|
|
2038
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$744K
|
+$341
|
+7
|
+0%
|
|
|
2039
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$743K
|
-$10.3K
|
-212
|
-1%
|
|
|
2040
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$742K
|
+$3.02K
|
+62
|
+0.4%
|
|
|
2041
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$742K
|
-$9.76K
|
-200
|
-1%
|
|
|
2042
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$742K
|
+$3.37K
|
+69
|
+0.5%
|
|
|
2043
|
Stone Summit Wealth
Miami,
Florida
|
$740K
|
+$217K
|
+4,450
|
+45%
|
|
|
2044
|
Petix & Botte Financial
La Mesa,
California
|
$739K
|
–
|
–
|
–
|
|
|
2045
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$738K
|
+$472K
|
+9,673
|
+108%
|
|
|
2046
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$738K
|
+$167K
|
+3,417
|
+31%
|
|
|
2047
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$738K
|
+$12.6K
|
+258
|
+2%
|
|
|
2048
|
Fiduciary Financial Group
San Rafael,
California
|
$737K
|
+$19K
|
+390
|
+3%
|
|
|
2049
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$737K
|
-$5.54M
|
-113,510
|
-89%
|
|
|
2050
|
Toth Financial Advisory
Leesburg,
Virginia
|
$736K
|
+$167K
|
+3,428
|
+32%
|
|
