|
2026
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$314K
|
+$323K
|
+5,038
|
New
|
|
|
2027
|
Abound Wealth Management
Franklin,
Tennessee
|
$314K
|
+$13.2K
|
+206
|
+4%
|
|
|
2028
|
Madrona Financial Services
Everett,
Washington
|
$313K
|
+$1.28K
|
+20
|
+0.4%
|
|
|
2029
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
2030
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
2031
|
Bosun Asset Management
Chicago,
Illinois
|
$312K
|
–
|
–
|
–
|
|
|
2032
|
Planning Directions
Glen Mills,
Pennsylvania
|
$310K
|
-$29.2K
|
-455
|
-8%
|
|
|
2033
|
JFG Wealth Management
Denver,
Colorado
|
$309K
|
+$2.25K
|
+35
|
+0.7%
|
|
|
2034
|
Greenspring Advisors
Towson,
Maryland
|
$309K
|
–
|
–
|
–
|
|
|
2035
|
HFR Wealth Management
Niskayuna,
New York
|
$308K
|
+$317K
|
+4,936
|
New
|
|
|
2036
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$307K
|
–
|
–
|
–
|
|
|
2037
|
Monterey Private Wealth
Monterey,
California
|
$306K
|
-$12.7K
|
-198
|
-4%
|
|
|
2038
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$306K
|
+$314K
|
+4,903
|
New
|
|
|
2039
|
Welch Group
Birmingham,
Alabama
|
$305K
|
–
|
–
|
–
|
|
|
2040
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$305K
|
-$173K
|
-2,695
|
-36%
|
|
|
2041
|
Custos Family Office
Austin,
Texas
|
$305K
|
+$641
|
+10
|
+0.2%
|
|
|
2042
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$305K
|
+$313K
|
+4,887
|
New
|
|
|
2043
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$304K
|
–
|
–
|
–
|
|
|
2044
|
Optimum Investment Advisors
Chicago,
Illinois
|
$304K
|
-$120K
|
-1,875
|
-28%
|
|
|
2045
|
Veracity Capital
Atlanta,
Georgia
|
$304K
|
+$13.8K
|
+215
|
+5%
|
|
|
2046
|
Advisor OS
Chicago,
Illinois
|
$303K
|
+$21K
|
+327
|
+7%
|
|
|
2047
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$303K
|
+$2.31K
|
+36
|
+0.7%
|
|
|
2048
|
Zuckerman Investment Group
Chicago,
Illinois
|
$303K
|
–
|
–
|
–
|
|
|
2049
|
Advance Capital Management
Southfield,
Michigan
|
$302K
|
+$1.28K
|
+20
|
+0.4%
|
|
|
2050
|
James J. Burns & Company
Melville,
New York
|
$301K
|
-$11.2K
|
-175
|
-3%
|
|
