|
2026
|
West Michigan Advisors
Holland,
Michigan
|
$364K
|
+$20.8K
|
+92
|
+7%
|
|
|
2027
|
Gordian Capital (Singapore)
Singapore
|
$364K
|
+$76.9K
|
+340
|
+33%
|
|
|
2028
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$363K
|
+$39.4K
|
+174
|
+14%
|
|
|
2029
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$363K
|
+$312K
|
+1,380
|
New
|
|
|
2030
|
Veery Capital
Wilmington,
Delaware
|
$362K
|
-$12.4K
|
-55
|
-4%
|
|
|
2031
|
Semus Wealth Partners
Boca Raton,
Florida
|
$361K
|
-$13.8K
|
-61
|
-4%
|
|
|
2032
|
Mattern Wealth Management
Lawrence,
Kansas
|
$361K
|
+$71.3K
|
+315
|
+30%
|
|
|
2033
|
Glassman Wealth Services
Vienna,
Virginia
|
$360K
|
+$8.83K
|
+39
|
+3%
|
|
|
2034
|
First Trust Investment Solutions
Naples,
Florida
|
$360K
|
+$310K
|
+1,369
|
New
|
|
|
2035
|
Seven Mile Advisory
Ewing,
New Jersey
|
$359K
|
+$15.2K
|
+67
|
+5%
|
|
|
2036
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$359K
|
-$7.02K
|
-31
|
-2%
|
|
|
2037
|
Klingman & Associates
New York
|
$358K
|
-$4.53K
|
-20
|
-1%
|
|
|
2038
|
|
$357K
|
+$307K
|
+1,357
|
New
|
|
|
2039
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$357K
|
+$307K
|
+1,357
|
New
|
|
|
2040
|
Abacus Planning Group
Columbia,
South Carolina
|
$356K
|
+$34.9K
|
+154
|
+13%
|
|
|
2041
|
Advisor OS
Chicago,
Illinois
|
$355K
|
+$74.2K
|
+328
|
+32%
|
|
|
2042
|
Legacy Edge Advisors
Syosset,
New York
|
$354K
|
+$304K
|
+1,344
|
New
|
|
|
2043
|
Stokes Family Office
New Orleans,
Louisiana
|
$353K
|
-$172K
|
-761
|
-36%
|
|
|
2044
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$352K
|
–
|
–
|
–
|
|
|
2045
|
McAlister Sweet & Associates
Houston,
Texas
|
$352K
|
+$303K
|
+1,337
|
New
|
|
|
2046
|
Sabal Trust
St. Petersburg,
Florida
|
$351K
|
+$302K
|
+1,335
|
New
|
|
|
2047
|
Consolidated Capital Management
Burbank,
California
|
$351K
|
-$226
|
-1
|
-0.1%
|
|
|
2048
|
Kennedy Investment Group
West Depford,
New Jersey
|
$350K
|
-$15.8K
|
-70
|
-5%
|
|
|
2049
|
BIP Wealth
Atlanta,
Georgia
|
$349K
|
-$25.6K
|
-113
|
-8%
|
|
|
2050
|
Powers Advisory Group
Highland,
Illinois
|
$349K
|
-$4.53K
|
-20
|
-1%
|
|
