|
2026
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$25.4K
|
+$5.65K
|
+47
|
+29%
|
|
|
2027
|
Entrust Financial
Wayne,
Pennsylvania
|
$25.1K
|
+$120
|
+1
|
+0.5%
|
|
|
2028
|
|
$24.7K
|
–
|
–
|
–
|
|
|
2029
|
RMG Wealth Management
Platteville,
Wisconsin
|
$24.2K
|
–
|
–
|
–
|
|
|
2030
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$23.5K
|
–
|
–
|
–
|
|
|
2031
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$23.5K
|
–
|
–
|
–
|
|
|
2032
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$23.3K
|
-$765K
|
-6,370
|
-97%
|
|
|
2033
|
TFC Financial Management
Boston,
Massachusetts
|
$23.1K
|
+$240
|
+2
|
+1%
|
|
|
2034
|
Kelleher Financial Advisors
New York
|
$22.8K
|
-$721
|
-6
|
-3%
|
|
|
2035
|
Creative Financial Designs
Kokomo,
Indiana
|
$22.5K
|
-$27K
|
-225
|
-54%
|
|
|
2036
|
Napier Financial
Braintree,
Massachusetts
|
$21.9K
|
-$120
|
-1
|
-0.5%
|
|
|
2037
|
Ares Financial Consulting
Calabasas,
California
|
$21.7K
|
–
|
–
|
–
|
|
|
2038
|
Hughes Financial Services
Herndon,
Virginia
|
$21.7K
|
+$8.41K
|
+70
|
+61%
|
|
|
2039
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$21.4K
|
-$126K
|
-1,051
|
-85%
|
|
|
2040
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$21.2K
|
-$22K
|
-183
|
-50%
|
|
|
2041
|
Boreal Capital Management
Miami,
Florida
|
$21.2K
|
-$120
|
-1
|
Closed
|
|
|
2042
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$20.9K
|
+$3.48K
|
+29
|
+19%
|
|
|
2043
|
West Financial Advisors
Des Moines,
Iowa
|
$20.7K
|
–
|
–
|
–
|
|
|
2044
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$20.4K
|
+$11.3K
|
+94
|
+118%
|
|
|
2045
|
Summit Securities Group
New York
|
$20.2K
|
+$5.89K
|
+49
|
+40%
|
|
|
2046
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.1K
|
+$1.8K
|
+15
|
+10%
|
|
|
2047
|
CGC Financial Services
Lake Oswego,
Oregon
|
$19.1K
|
–
|
–
|
–
|
|
|
2048
|
REAP Financial Group
Austin,
Texas
|
$17.8K
|
–
|
–
|
–
|
|
|
2049
|
Meeder Asset Management
Dublin,
Ohio
|
$17.8K
|
+$2.88K
|
+24
|
+19%
|
|
|
2050
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$17.8K
|
+$18.1K
|
+151
|
New
|
|
