|
2026
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$798K
|
+$740K
|
+2,827
|
New
|
|
|
2027
|
Gryphon Financial Partners
Columbus,
Ohio
|
$796K
|
+$31.9K
|
+122
|
+5%
|
|
|
2028
|
Huntleigh Advisors
St. Louis,
Missouri
|
$796K
|
+$299K
|
+1,141
|
+68%
|
|
|
2029
|
HORAN Wealth
Cincinnati,
Ohio
|
$794K
|
+$473K
|
+1,806
|
+179%
|
|
|
2030
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$794K
|
–
|
–
|
–
|
|
|
2031
|
Libra Wealth
Los Gatos,
California
|
$793K
|
–
|
–
|
–
|
|
|
2032
|
3Chopt Investment Partners
Richmond,
Virginia
|
$793K
|
-$31.1K
|
-119
|
-4%
|
|
|
2033
|
|
$791K
|
-$12.6K
|
-48
|
-2%
|
|
|
2034
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$790K
|
+$2.88K
|
+11
|
+0.4%
|
|
|
2035
|
Bosun Asset Management
Chicago,
Illinois
|
$790K
|
–
|
–
|
–
|
|
|
2036
|
TCM Advisors
Martinsburg,
West Virginia
|
$790K
|
–
|
–
|
–
|
|
|
2037
|
Kelleher Financial Advisors
New York
|
$790K
|
–
|
–
|
–
|
|
|
2038
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$790K
|
-$33.8K
|
-129
|
-4%
|
|
|
2039
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$788K
|
+$733K
|
+2,800
|
New
|
|
|
2040
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$788K
|
-$39.5K
|
-151
|
-5%
|
|
|
2041
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$786K
|
+$34.6K
|
+132
|
+5%
|
|
|
2042
|
Willis Johnson & Associates
Houston,
Texas
|
$786K
|
+$47.4K
|
+181
|
+7%
|
|
|
2043
|
Isthmus Partners
Madison,
Wisconsin
|
$785K
|
+$61.5K
|
+235
|
+9%
|
|
|
2044
|
Tripletail Wealth Management
Orlando,
Florida
|
$782K
|
+$26.2K
|
+100
|
+4%
|
|
|
2045
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$780K
|
+$6.28K
|
+24
|
+0.9%
|
|
|
2046
|
ORG Partners
Roanoke,
Indiana
|
$779K
|
-$6.54K
|
-25
|
-0.9%
|
|
|
2047
|
Private Wealth Partners
Mill Valley,
California
|
$779K
|
+$29.6K
|
+113
|
+4%
|
|
|
2048
|
CMC Financial Group
Atlanta,
Georgia
|
$775K
|
+$719K
|
+2,745
|
New
|
|
|
2049
|
Cromwell Holdings
Jackson,
Wyoming
|
$774K
|
–
|
–
|
–
|
|
|
2050
|
Lewis Asset Management
Lafayette,
California
|
$773K
|
+$7.07K
|
+27
|
+1%
|
|
