|
2026
|
Malaga Cove Capital
Pv Estates,
California
|
$397K
|
–
|
–
|
–
|
|
|
2027
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$396K
|
+$189K
|
+3,480
|
+98%
|
|
|
2028
|
HT Partners
Centerbrook,
Connecticut
|
$396K
|
–
|
–
|
–
|
|
|
2029
|
Capital Advantage
Walnut Creek,
California
|
$394K
|
-$10.9K
|
-200
|
-3%
|
|
|
2030
|
Titus Wealth Management
Larskpur,
California
|
$393K
|
+$129K
|
+2,380
|
+52%
|
|
|
2031
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$392K
|
–
|
–
|
–
|
|
|
2032
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$391K
|
-$14.1K
|
-260
|
-4%
|
|
|
2033
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$389K
|
-$2.18K
|
-40
|
-0.6%
|
|
|
2034
|
Oakworth Capital
Birmingham,
Alabama
|
$389K
|
+$4.35K
|
+80
|
+1%
|
|
|
2035
|
INVST
Indianapolis,
Indiana
|
$388K
|
+$13.1K
|
+240
|
+4%
|
|
|
2036
|
Shoker Investment Counsel
Oxford,
Ohio
|
$387K
|
+$16.3K
|
+300
|
+5%
|
|
|
2037
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$385K
|
+$9.79K
|
+180
|
+3%
|
|
|
2038
|
Sunbelt Securities
Houston,
Texas
|
$384K
|
+$23.9K
|
+440
|
+7%
|
|
|
2039
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$383K
|
-$121K
|
-2,220
|
-25%
|
|
|
2040
|
Front Row Advisors
Tiburon,
California
|
$383K
|
-$12K
|
-220
|
-4%
|
|
|
2041
|
Donaldson Capital Management
Evansville,
Indiana
|
$382K
|
-$19.6K
|
-360
|
-5%
|
|
|
2042
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$379K
|
–
|
–
|
–
|
|
|
2043
|
Perkins Coie Trust Company
Seattle,
Washington
|
$377K
|
–
|
–
|
–
|
|
|
2044
|
Palo Capital
Newport Beach,
California
|
$376K
|
+$77.2K
|
+1,420
|
+27%
|
|
|
2045
|
Gradient Capital Advisors
San Diego,
California
|
$375K
|
+$113K
|
+2,080
|
+46%
|
|
|
2046
|
Shufro Rose & Co
New York
|
$374K
|
+$32.6K
|
+600
|
+10%
|
|
|
2047
|
Segment Wealth Management
Houston,
Texas
|
$371K
|
-$19.6K
|
-360
|
-5%
|
|
|
2048
|
Allstate Corporation
Northbrook,
Illinois
|
$370K
|
+$88.1K
|
+1,620
|
+33%
|
|
|
2049
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$369K
|
+$13.1K
|
+240
|
+4%
|
|
|
2050
|
Norway Savings Bank
Portland,
Maine
|
$369K
|
+$20.7K
|
+380
|
+6%
|
|
