|
2026
|
Prism Advisors
Studio City,
California
|
$553K
|
–
|
–
|
–
|
|
|
2027
|
SJBenen ADVISORY
Chapel Hill,
North Carolina
|
$553K
|
+$621K
|
+1,500
|
New
|
|
|
2028
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$552K
|
-$217K
|
-525
|
-26%
|
|
|
2029
|
Guilbault Capital
Metairie,
Louisiana
|
$551K
|
-$48.1K
|
-116
|
-7%
|
|
|
2030
|
Revisor Wealth Management
Akron,
Ohio
|
$551K
|
+$23.6K
|
+57
|
+4%
|
|
|
2031
|
Madrona Financial Services
Everett,
Washington
|
$551K
|
–
|
–
|
–
|
|
|
2032
|
Rubicon Advisors
Redding,
California
|
$550K
|
+$16.6K
|
+40
|
+3%
|
|
|
2033
|
Nova Wealth Management
Bonita Springs,
Florida
|
$549K
|
-$227K
|
-549
|
-27%
|
|
|
2034
|
Redwood Investment Management
Scottsdale,
Arizona
|
$549K
|
+$75.8K
|
+183
|
+14%
|
|
|
2035
|
ProCore Advisors
Newport Beach,
California
|
$547K
|
-$112K
|
-271
|
-15%
|
|
|
2036
|
Knuff & Co
Foster City,
California
|
$547K
|
-$51.8K
|
-125
|
-8%
|
|
|
2037
|
Burling Wealth Partners
Chicago,
Illinois
|
$547K
|
–
|
–
|
–
|
|
|
2038
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$547K
|
+$27.3K
|
+66
|
+5%
|
|
|
2039
|
Foster & Motley
Cincinnati,
Ohio
|
$546K
|
+$367K
|
+886
|
+148%
|
|
|
2040
|
GEM Asset Management
Plymouth,
Michigan
|
$545K
|
-$11.6K
|
-28
|
-2%
|
|
|
2041
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$544K
|
–
|
–
|
–
|
|
|
2042
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$544K
|
–
|
–
|
–
|
|
|
2043
|
Tompkins Financial
Ithaca,
New York
|
$544K
|
–
|
–
|
–
|
|
|
2044
|
Spreng Capital Management
Bucyrus,
Ohio
|
$544K
|
-$675K
|
-1,629
|
-52%
|
|
|
2045
|
Brave Asset Management
Summit,
New Jersey
|
$542K
|
–
|
–
|
–
|
|
|
2046
|
OneAscent Family Office
Birmingham,
Alabama
|
$541K
|
-$17.8K
|
-43
|
-3%
|
|
|
2047
|
WBH Advisory
Baltimore,
Maryland
|
$540K
|
+$72.9K
|
+176
|
+14%
|
|
|
2048
|
Biltmore Family Office
Charlotte,
North Carolina
|
$539K
|
-$3.31K
|
-8
|
-0.5%
|
|
|
2049
|
Vicus Capital
State College,
Pennsylvania
|
$539K
|
–
|
–
|
–
|
|
|
2050
|
Fortis Advisors
Wayne,
Pennsylvania
|
$538K
|
-$345K
|
-833
|
-36%
|
|
