|
2026
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.65M
|
+$5.85K
|
+15
|
+0.3%
|
|
|
2027
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.65M
|
+$72.9K
|
+187
|
+4%
|
|
|
2028
|
Martin & Co
Knoxville,
Tennessee
|
$1.65M
|
+$47.2K
|
+121
|
+3%
|
|
|
2029
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.64M
|
+$26.1K
|
+67
|
+2%
|
|
|
2030
|
Accredited Investors
Edina,
Minnesota
|
$1.64M
|
+$15.2K
|
+39
|
+0.9%
|
|
|
2031
|
MMBG Investment Advisors
Miami,
Florida
|
$1.64M
|
-$64.3K
|
-165
|
-4%
|
|
|
2032
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.63M
|
+$79.9K
|
+205
|
+5%
|
|
|
2033
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$1.63M
|
+$145K
|
+372
|
+9%
|
|
|
2034
|
Sanders Morris Harris
Houston,
Texas
|
$1.62M
|
-$39K
|
-100
|
-2%
|
|
|
2035
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$1.62M
|
+$390
|
+1
|
+0%
|
|
|
2036
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$1.62M
|
+$712K
|
+1,826
|
+71%
|
|
|
2037
|
Prosperity Financial Group
San Ramon,
California
|
$1.62M
|
+$83K
|
+213
|
+5%
|
|
|
2038
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.62M
|
-$13.3K
|
-34
|
-0.8%
|
|
|
2039
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.61M
|
-$118K
|
-302
|
-6%
|
|
|
2040
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.61M
|
-$35.1K
|
-90
|
-2%
|
|
|
2041
|
Texas Capital Bancshares
Dallas,
Texas
|
$1.61M
|
-$45.2K
|
-116
|
-3%
|
|
|
2042
|
First Financial Corp
Terre Haute,
Indiana
|
$1.61M
|
+$93.9K
|
+241
|
+6%
|
|
|
2043
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$1.61M
|
+$8.96K
|
+23
|
+0.5%
|
|
|
2044
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$1.6M
|
+$359K
|
+920
|
+27%
|
|
|
2045
|
Covenant Partners
Nashville,
Tennessee
|
$1.6M
|
-$11.3K
|
-29
|
-0.7%
|
|
|
2046
|
LCM Capital Management
Chicago,
Illinois
|
$1.6M
|
+$15.6K
|
+40
|
+0.9%
|
|
|
2047
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.59M
|
-$276K
|
-708
|
-14%
|
|
|
2048
|
Soltis Investment Advisors
St. George,
Utah
|
$1.59M
|
-$5.46K
|
-14
|
-0.3%
|
|
|
2049
|
Mainstream Capital Management
Los Angeles,
California
|
$1.58M
|
+$1.57M
|
+4,026
|
+1,360%
|
|
|
2050
|
Saxon Interests
Houston,
Texas
|
$1.58M
|
-$786K
|
-2,016
|
-32%
|
|
