|
2026
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$289K
|
–
|
–
|
–
|
|
|
2027
|
KHP Capital
Tulsa,
Oklahoma
|
$286K
|
+$12K
|
+200
|
+4%
|
|
|
2028
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$285K
|
–
|
–
|
–
|
|
|
2029
|
NewFocus Financial Group
Vancouver,
Washington
|
$283K
|
-$20.4K
|
-340
|
-7%
|
|
|
2030
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$282K
|
-$73.1K
|
-1,220
|
-21%
|
|
|
2031
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$282K
|
+$8.39K
|
+140
|
+3%
|
|
|
2032
|
HeadInvest LLC
Portland,
Maine
|
$282K
|
+$18K
|
+300
|
+7%
|
|
|
2033
|
Capital Wealth Planning
Naples,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
2034
|
Shoker Investment Counsel
Oxford,
Ohio
|
$280K
|
–
|
–
|
–
|
|
|
2035
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$280K
|
+$18K
|
+300
|
+7%
|
|
|
2036
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$277K
|
-$24K
|
-400
|
-8%
|
|
|
2037
|
Truepoint Inc
Cincinnati,
Ohio
|
$277K
|
-$2.4K
|
-40
|
-0.9%
|
|
|
2038
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
2039
|
Terril Brothers
St. Louis,
Missouri
|
$274K
|
–
|
–
|
–
|
|
|
2040
|
Cambridge Advisors
Omaha,
Nebraska
|
$273K
|
-$12K
|
-200
|
-4%
|
|
|
2041
|
Gradient Capital Advisors
San Diego,
California
|
$273K
|
-$3.59K
|
-60
|
-1%
|
|
|
2042
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$273K
|
–
|
–
|
–
|
|
|
2043
|
Bridgeworth
Birmingham,
Alabama
|
$272K
|
+$26.4K
|
+440
|
+10%
|
|
|
2044
|
Focused Wealth Management
Newburgh,
New York
|
$270K
|
-$33.5K
|
-560
|
-11%
|
|
|
2045
|
MV Capital Management
Bethesda,
Maryland
|
$270K
|
-$3.59K
|
-60
|
-1%
|
|
|
2046
|
Fairview Capital Investment Management
Greenbrae,
California
|
$270K
|
–
|
–
|
–
|
|
|
2047
|
Auxier Asset Management
Aurora,
Oregon
|
$269K
|
–
|
–
|
–
|
|
|
2048
|
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
2049
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$269K
|
+$12K
|
+200
|
+5%
|
|
|
2050
|
Pure Financial Advisors
San Diego,
California
|
$266K
|
+$267K
|
+4,460
|
New
|
|
