|
2026
|
Avantax Planning Partners
Dubuque,
Iowa
|
$240K
|
+$214K
|
+2,217
|
New
|
|
|
2027
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$240K
|
-$29.4K
|
-305
|
-12%
|
|
|
2028
|
Westshore Wealth
Newport Beach,
California
|
$240K
|
–
|
–
|
–
|
|
|
2029
|
Blodgett Wealth Advisors
Concord,
California
|
$238K
|
–
|
–
|
–
|
|
|
2030
|
Beaton Management Company
Haverhill,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
2031
|
Channel Wealth
Santa Barbara,
California
|
$237K
|
+$1.16K
|
+12
|
+0.6%
|
|
|
2032
|
GM Advisory Group
Melville,
New York
|
$237K
|
+$1.25K
|
+13
|
+0.6%
|
|
|
2033
|
Carson Advisory
Athens,
Georgia
|
$237K
|
-$9.25K
|
-96
|
-4%
|
|
|
2034
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$235K
|
+$209K
|
+2,172
|
New
|
|
|
2035
|
BCS Wealth Management
Johnson City,
Tennessee
|
$235K
|
+$96
|
+1
|
+0%
|
|
|
2036
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
2037
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$235K
|
+$482
|
+5
|
+0.2%
|
|
|
2038
|
Collective Family Office
York,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
2039
|
Brogan Financial
Knoxville,
Tennessee
|
$233K
|
+$207K
|
+2,151
|
New
|
|
|
2040
|
GSG Advisors
Mount Laurel,
New Jersey
|
$232K
|
+$213K
|
+2,211
|
New
|
|
|
2041
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$232K
|
+$206K
|
+2,141
|
New
|
|
|
2042
|
Walden Wealth Partners
Beachwood,
Ohio
|
$232K
|
+$206K
|
+2,140
|
New
|
|
|
2043
|
Register Financial Advisors
Atlanta,
Georgia
|
$231K
|
+$49.6K
|
+515
|
+32%
|
|
|
2044
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$231K
|
–
|
–
|
–
|
|
|
2045
|
D.J. St. Germain
Springfield,
Massachusetts
|
$231K
|
+$7.33K
|
+76
|
+4%
|
|
|
2046
|
SRH Advisors
Salina,
Kansas
|
$230K
|
-$13.2K
|
-137
|
-6%
|
|
|
2047
|
CPA Asset Management
West Palm Beach,
Florida
|
$230K
|
+$205K
|
+2,126
|
New
|
|
|
2048
|
SFMG Wealth Advisors
Plano,
Texas
|
$230K
|
+$205K
|
+2,125
|
New
|
|
|
2049
|
Eudaimonia Partners
Winchester,
Tennessee
|
$230K
|
-$83.4K
|
-865
|
-29%
|
|
|
2050
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$230K
|
+$205K
|
+2,122
|
New
|
|
