|
2026
|
Copperwynd Financial
Scottsdale,
Arizona
|
$696K
|
+$37K
|
+354
|
+7%
|
|
|
2027
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$695K
|
+$594K
|
+5,684
|
New
|
|
|
2028
|
Pacific Center for Financial Services
San Ramon,
California
|
$695K
|
-$18.4K
|
-176
|
-3%
|
|
|
2029
|
Silverlake Wealth Management
Williston,
Vermont
|
$695K
|
-$138K
|
-1,320
|
-19%
|
|
|
2030
|
Oxford Financial Group
Carmel,
Indiana
|
$691K
|
-$133K
|
-1,276
|
-18%
|
|
|
2031
|
Holderness Investments Company
Greensboro,
North Carolina
|
$691K
|
+$47.2K
|
+452
|
+9%
|
|
|
2032
|
Tiemann Investment Advisors
Menlo Park,
California
|
$690K
|
-$15.7K
|
-150
|
-3%
|
|
|
2033
|
Callan Capital
La Jolla,
California
|
$690K
|
+$184K
|
+1,759
|
+45%
|
|
|
2034
|
Iron Gate Global Advisors
Nsl,
Utah
|
$690K
|
-$9.72M
|
-93,080
|
-94%
|
|
|
2035
|
Cozad Asset Management
Champaign,
Illinois
|
$688K
|
-$245K
|
-2,350
|
-29%
|
|
|
2036
|
Tompkins Financial
Ithaca,
New York
|
$688K
|
-$64.1K
|
-614
|
-10%
|
|
|
2037
|
ProVise Management Group
Clearwater,
Florida
|
$688K
|
+$7.63K
|
+73
|
+1%
|
|
|
2038
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$687K
|
-$14.5K
|
-139
|
-2%
|
|
|
2039
|
LSV Asset Management
Chicago,
Illinois
|
$685K
|
–
|
–
|
–
|
|
|
2040
|
RiverFront Investment Group
Richmond,
Virginia
|
$681K
|
+$55K
|
+527
|
+10%
|
|
|
2041
|
Aveo Capital Partners
Englewood,
Colorado
|
$679K
|
+$97.2K
|
+931
|
+18%
|
|
|
2042
|
Gratus Capital
Atlanta,
Georgia
|
$678K
|
+$262K
|
+2,504
|
+83%
|
|
|
2043
|
GeoWealth Management
Chicago,
Illinois
|
$678K
|
+$235K
|
+2,248
|
+68%
|
|
|
2044
|
TCI Wealth Advisors
Tucson,
Arizona
|
$677K
|
+$28.5K
|
+273
|
+5%
|
|
|
2045
|
SkyOak Wealth
Southfield,
Michigan
|
$676K
|
+$627
|
+6
|
+0.1%
|
|
|
2046
|
Personal CFO Solutions
Chester,
New Jersey
|
$676K
|
+$43.9K
|
+420
|
+8%
|
|
|
2047
|
Advisor Resource Council
Dallas,
Texas
|
$676K
|
+$297K
|
+2,839
|
+61%
|
|
|
2048
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$676K
|
+$3.76K
|
+36
|
+0.7%
|
|
|
2049
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$676K
|
–
|
–
|
–
|
|
|
2050
|
Forza Wealth Management
Sarasota,
Florida
|
$675K
|
–
|
–
|
–
|
|
