|
2026
|
Angeles Investment Advisors
Santa Monica,
California
|
$414K
|
+$61.4K
|
+192
|
+20%
|
|
|
2027
|
Brogan Financial
Knoxville,
Tennessee
|
$413K
|
+$1.6K
|
+5
|
+0.4%
|
|
|
2028
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$413K
|
–
|
–
|
–
|
|
|
2029
|
Register Financial Advisors
Atlanta,
Georgia
|
$411K
|
+$4.47K
|
+14
|
+1%
|
|
|
2030
|
Joule Financial
Lexington,
Kentucky
|
$411K
|
-$29.7K
|
-93
|
-8%
|
|
|
2031
|
Selective Wealth Management
Forest,
Virginia
|
$411K
|
–
|
–
|
–
|
|
|
2032
|
Spring Capital Management
Amarillo,
Texas
|
$410K
|
–
|
–
|
–
|
|
|
2033
|
Citizens Business Bank
Ontario,
California
|
$408K
|
+$38.4K
|
+120
|
+12%
|
|
|
2034
|
Richard W. Paul & Associates
Novi,
Michigan
|
$407K
|
-$37.7K
|
-118
|
-10%
|
|
|
2035
|
Traveka Wealth
Los Altos,
California
|
$406K
|
+$20.8K
|
+65
|
+6%
|
|
|
2036
|
Sutton Place Investors
Katonah,
New York
|
$406K
|
+$354K
|
+1,109
|
New
|
|
|
2037
|
Castleview Partners
Dallas,
Texas
|
$405K
|
+$50.8K
|
+159
|
+17%
|
|
|
2038
|
Finivi Inc
Westborough,
Massachusetts
|
$405K
|
-$6.07K
|
-19
|
-2%
|
|
|
2039
|
Flow Traders U.S.
New York
|
$405K
|
+$353K
|
+1,106
|
New
|
|
|
2040
|
Bristlecone Advisors
Bellevue,
Washington
|
$405K
|
-$15.3K
|
-48
|
-4%
|
|
|
2041
|
Strategic Wealth Partners
Independence,
Ohio
|
$405K
|
+$353K
|
+1,104
|
New
|
|
|
2042
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$403K
|
–
|
–
|
–
|
|
|
2043
|
Meeder Asset Management
Dublin,
Ohio
|
$403K
|
+$21.4K
|
+67
|
+6%
|
|
|
2044
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$403K
|
+$11.8K
|
+37
|
+3%
|
|
|
2045
|
Alesco Advisors
Pittsford,
New York
|
$403K
|
–
|
–
|
–
|
|
|
2046
|
Baron Wealth Management
Troy,
Michigan
|
$401K
|
–
|
–
|
–
|
|
|
2047
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$401K
|
+$50.2K
|
+157
|
+17%
|
|
|
2048
|
Beacon Financial Group
Dallas,
Texas
|
$398K
|
–
|
–
|
–
|
|
|
2049
|
Warwick Investment Management
Bryan,
Texas
|
$397K
|
+$52.4K
|
+164
|
+18%
|
|
|
2050
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$396K
|
+$320
|
+1
|
+0.1%
|
|
