|
2026
|
Safeguard Investment Advisory Group
Corona,
California
|
$536K
|
–
|
–
|
–
|
|
|
2027
|
Advisory Services & Investments
Bend,
Oregon
|
$533K
|
-$5.58K
|
-11
|
-1%
|
|
|
2028
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$531K
|
-$553K
|
-1,091
|
-50%
|
|
|
2029
|
Financial Consulate
Hunt Valley,
Maryland
|
$529K
|
–
|
–
|
–
|
|
|
2030
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$529K
|
–
|
–
|
–
|
|
|
2031
|
Aristotle Capital Management
Los Angeles,
California
|
$527K
|
–
|
–
|
–
|
|
|
2032
|
Lane Generational
Dover,
Massachusetts
|
$527K
|
–
|
–
|
–
|
|
|
2033
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$527K
|
–
|
–
|
–
|
|
|
2034
|
PDS Planning
Dublin,
Ohio
|
$526K
|
-$8.12K
|
-16
|
-1%
|
|
|
2035
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$526K
|
+$553K
|
+1,090
|
New
|
|
|
2036
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$521K
|
+$7.1K
|
+14
|
+1%
|
|
|
2037
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$520K
|
-$42.6K
|
-84
|
-7%
|
|
|
2038
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$519K
|
–
|
–
|
–
|
|
|
2039
|
Hemington Wealth Management
Falls Church,
Virginia
|
$518K
|
-$8.62K
|
-17
|
-2%
|
|
|
2040
|
|
$516K
|
-$2.54K
|
-5
|
-0.5%
|
|
|
2041
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$516K
|
–
|
–
|
–
|
|
|
2042
|
Welch Group
Birmingham,
Alabama
|
$514K
|
+$15.2K
|
+30
|
+3%
|
|
|
2043
|
McLean Asset Management
Tysons,
Virginia
|
$512K
|
+$10.7K
|
+21
|
+2%
|
|
|
2044
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$510K
|
-$66.5K
|
-131
|
-11%
|
|
|
2045
|
|
$510K
|
+$490K
|
+966
|
+976%
|
|
|
2046
|
JT Stratford LLC
Gainesville,
Georgia
|
$509K
|
-$7.1K
|
-14
|
-1%
|
|
|
2047
|
Sustainable Insight Capital Management
New York
|
$509K
|
+$221K
|
+435
|
+82%
|
|
|
2048
|
WC Walker & Associates
Fullerton,
California
|
$508K
|
+$133K
|
+263
|
+37%
|
|
|
2049
|
Watchman Group
Plano,
Texas
|
$507K
|
-$88.8K
|
-175
|
-14%
|
|
|
2050
|
Principal Street Partners
Memphis,
Tennessee
|
$507K
|
+$65.9K
|
+130
|
+14%
|
|
