|
2026
|
Cetera Trust Company
St. Paul,
Minnesota
|
$75.1K
|
+$74.9K
|
+1,117
|
New
|
|
|
2027
|
Gunpowder Capital Management
Towson,
Maryland
|
$74.7K
|
+$74.6K
|
+1,112
|
New
|
|
|
2028
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$74.2K
|
-$1.34K
|
-20
|
-2%
|
|
|
2029
|
Inlight Wealth Management
Atlanta,
Georgia
|
$74.2K
|
+$32.1K
|
+479
|
+77%
|
|
|
2030
|
Accredited Investors
Edina,
Minnesota
|
$72.9K
|
+$72.7K
|
+1,084
|
New
|
|
|
2031
|
Millstone Evans Group
Boulder,
Colorado
|
$71K
|
+$18.5K
|
+276
|
+35%
|
|
|
2032
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$69.4K
|
-$50.3K
|
-750
|
-42%
|
|
|
2033
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$68.9K
|
–
|
–
|
–
|
|
|
2034
|
LM Advisors
San Diego,
California
|
$68.8K
|
-$4.32M
|
-64,329
|
-93%
|
|
|
2035
|
|
$67.8K
|
+$53.7K
|
+800
|
+383%
|
|
|
2036
|
Prudential plc
London, England,
United Kingdom
|
$67.2K
|
-$21.5M
|
-320,988
|
-100%
|
|
|
2037
|
Morse Asset Management
Darien,
Connecticut
|
$67.2K
|
+$67.1K
|
+1,000
|
New
|
|
|
2038
|
MRP Capital Investments
Alpharetta,
Georgia
|
$66.1K
|
–
|
–
|
–
|
|
|
2039
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$65.6K
|
+$65.5K
|
+976
|
New
|
|
|
2040
|
United Community Bank
Greenville,
South Carolina
|
$64.7K
|
–
|
–
|
–
|
|
|
2041
|
Tucker Asset Management
Littleton,
Colorado
|
$64.7K
|
+$64.6K
|
+963
|
New
|
|
|
2042
|
Optima Capital
Beaverton,
Oregon
|
$64.4K
|
+$64.3K
|
+958
|
New
|
|
|
2043
|
Godfrey Financial Associates
Glenmont,
New York
|
$64.2K
|
+$64.1K
|
+955
|
New
|
|
|
2044
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$63.7K
|
-$71K
|
-1,059
|
-53%
|
|
|
2045
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$63.3K
|
+$63.2K
|
+942
|
New
|
|
|
2046
|
Family Capital Trust
Peabody,
Massachusetts
|
$62.6K
|
–
|
–
|
–
|
|
|
2047
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$59.1K
|
+$805
|
+12
|
+1%
|
|
|
2048
|
Toth Financial Advisory
Leesburg,
Virginia
|
$57.1K
|
–
|
–
|
–
|
|
|
2049
|
Union Savings Bank
Litchfield,
Connecticut
|
$57.1K
|
+$57K
|
+849
|
New
|
|
|
2050
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$56.5K
|
–
|
–
|
–
|
|
