|
2026
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$731K
|
-$43.6K
|
-161
|
-5%
|
|
|
2027
|
LVZ Inc
Holland,
Michigan
|
$730K
|
-$4.06K
|
-15
|
-0.5%
|
|
|
2028
|
Bouchey Financial Group
Troy,
New York
|
$730K
|
+$1.08K
|
+4
|
+0.1%
|
|
|
2029
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$728K
|
+$275K
|
+1,015
|
+51%
|
|
|
2030
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$728K
|
-$64.1K
|
-237
|
-7%
|
|
|
2031
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$727K
|
-$2.16K
|
-8
|
-0.3%
|
|
|
2032
|
Compass Capital Management
Minneapolis,
Minnesota
|
$727K
|
+$812K
|
+3,000
|
New
|
|
|
2033
|
Central Valley Advisors
Sacramento,
California
|
$727K
|
+$352K
|
+1,302
|
+77%
|
|
|
2034
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$726K
|
–
|
–
|
–
|
|
|
2035
|
Endeavor Private Wealth
Topeka,
Kansas
|
$726K
|
-$14.3K
|
-53
|
-2%
|
|
|
2036
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$726K
|
-$214K
|
-790
|
-21%
|
|
|
2037
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$726K
|
-$16.2K
|
-60
|
-2%
|
|
|
2038
|
Appleton Partners
Boston,
Massachusetts
|
$725K
|
-$9.2K
|
-34
|
-1%
|
|
|
2039
|
E&G Advisors
Houston,
Texas
|
$725K
|
+$3.52K
|
+13
|
+0.4%
|
|
|
2040
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$723K
|
–
|
–
|
–
|
|
|
2041
|
|
$722K
|
-$17.9K
|
-66
|
-2%
|
|
|
2042
|
Strategy Asset Managers
Pasadena,
California
|
$722K
|
-$134K
|
-496
|
-14%
|
|
|
2043
|
Cambient Family Office
Ada,
Michigan
|
$721K
|
+$117K
|
+434
|
+17%
|
|
|
2044
|
LightSquare Wealth Management
Bingham Farms,
Michigan
|
$718K
|
+$801K
|
+2,960
|
New
|
|
|
2045
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$717K
|
-$16.2K
|
-60
|
-2%
|
|
|
2046
|
Lodestar Private Asset Management
Alamo,
California
|
$716K
|
+$19.2K
|
+71
|
+2%
|
|
|
2047
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$715K
|
-$229K
|
-846
|
-22%
|
|
|
2048
|
Grant Private Wealth Management
Pleasanton,
California
|
$714K
|
+$107K
|
+396
|
+16%
|
|
|
2049
|
Ponta Wealth Partners
Winter Park,
Florida
|
$713K
|
+$70.9K
|
+262
|
+10%
|
|
|
2050
|
Sonata Capital Group
Seattle,
Washington
|
$711K
|
-$71.7K
|
-265
|
-8%
|
|
