|
2026
|
TCI Wealth Advisors
Tucson,
Arizona
|
$455K
|
+$36.6K
|
+428
|
+8%
|
|
|
2027
|
Global Financial Private Client
Sarasota,
Florida
|
$454K
|
-$15K
|
-176
|
-3%
|
|
|
2028
|
LSV Asset Management
Chicago,
Illinois
|
$454K
|
–
|
–
|
–
|
|
|
2029
|
Evolution Wealth Advisors
Aventura,
Florida
|
$454K
|
+$478K
|
+5,600
|
New
|
|
|
2030
|
Clean Yield Group
Norwich,
Vermont
|
$454K
|
+$85.4K
|
+1,000
|
+23%
|
|
|
2031
|
Veracity Capital
Atlanta,
Georgia
|
$454K
|
-$47.3K
|
-554
|
-9%
|
|
|
2032
|
Union Savings Bank
Litchfield,
Connecticut
|
$453K
|
-$24.3K
|
-285
|
-5%
|
|
|
2033
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$453K
|
+$2.05K
|
+24
|
+0.4%
|
|
|
2034
|
Sentry LLC
Memphis,
Tennessee
|
$453K
|
-$27.8K
|
-325
|
-5%
|
|
|
2035
|
Carson Advisory
Athens,
Georgia
|
$453K
|
-$6.83K
|
-80
|
-1%
|
|
|
2036
|
American Money Management
Rancho Santa Fe,
California
|
$453K
|
-$87K
|
-1,019
|
-15%
|
|
|
2037
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$452K
|
-$17.1K
|
-200
|
-3%
|
|
|
2038
|
SkyOak Wealth
Southfield,
Michigan
|
$452K
|
-$70K
|
-820
|
-13%
|
|
|
2039
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$451K
|
-$512
|
-6
|
-0.1%
|
|
|
2040
|
Advisor OS
Chicago,
Illinois
|
$449K
|
+$10.5K
|
+123
|
+2%
|
|
|
2041
|
Manchester Capital Management
Manchester,
Vermont
|
$448K
|
–
|
–
|
–
|
|
|
2042
|
Maple Capital Management
Montpelier,
Vermont
|
$446K
|
+$22.8K
|
+267
|
+5%
|
|
|
2043
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$445K
|
-$126K
|
-1,471
|
-21%
|
|
|
2044
|
Financial Perspectives
Minneapolis,
Minnesota
|
$445K
|
-$25.6K
|
-300
|
-5%
|
|
|
2045
|
Aire Advisors
Beverly Hills,
California
|
$445K
|
+$16.3K
|
+191
|
+4%
|
|
|
2046
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$444K
|
-$17.3K
|
-203
|
-4%
|
|
|
2047
|
Foster Group
West Des Moines,
Iowa
|
$444K
|
-$48.9K
|
-573
|
-9%
|
|
|
2048
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$444K
|
-$53.4K
|
-625
|
-10%
|
|
|
2049
|
United Community Bank
Greenville,
South Carolina
|
$443K
|
+$31.6K
|
+370
|
+7%
|
|
|
2050
|
Freedom Investment Management
Hartford,
Connecticut
|
$443K
|
-$340K
|
-3,985
|
-42%
|
|
