|
2026
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$2.53M
|
+$292K
|
+509
|
+14%
|
|
|
2027
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$2.53M
|
-$577K
|
-1,005
|
-20%
|
|
|
2028
|
|
$2.53M
|
–
|
–
|
–
|
|
|
2029
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.53M
|
-$384K
|
-669
|
-14%
|
|
|
2030
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.52M
|
-$7.17M
|
-12,479
|
-75%
|
|
|
2031
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.52M
|
+$206K
|
+359
|
+10%
|
|
|
2032
|
Opus Capital Group
Cincinnati,
Ohio
|
$2.52M
|
-$51.1K
|
-89
|
-2%
|
|
|
2033
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.52M
|
-$4.95M
|
-8,624
|
-68%
|
|
|
2034
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$2.51M
|
+$110K
|
+192
|
+5%
|
|
|
2035
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$2.5M
|
-$11.5K
|
-20
|
-0.5%
|
|
|
2036
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.5M
|
+$2.31M
|
+4,025
|
New
|
|
|
2037
|
CGN Advisors
Manhattan,
Kansas
|
$2.5M
|
-$10.9K
|
-19
|
-0.5%
|
|
|
2038
|
Operose Advisors
Milwaukee,
Wisconsin
|
$2.49M
|
+$8.04K
|
+14
|
+0.4%
|
|
|
2039
|
Pennington Partners & Co
Bethesda,
Maryland
|
$2.48M
|
+$134K
|
+234
|
+6%
|
|
|
2040
|
SOA Wealth Advisors
New York
|
$2.47M
|
-$140K
|
-243
|
-6%
|
|
|
2041
|
Clarius Group LLC
Seattle,
Washington
|
$2.47M
|
+$971K
|
+1,691
|
+74%
|
|
|
2042
|
First Financial Bankshares
Abilene,
Texas
|
$2.46M
|
-$1.43M
|
-2,486
|
-39%
|
|
|
2043
|
|
$2.45M
|
-$79.2K
|
-138
|
-3%
|
|
|
2044
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$2.45M
|
+$169K
|
+294
|
+8%
|
|
|
2045
|
Builder Investment Group
Atlanta,
Georgia
|
$2.44M
|
+$237K
|
+413
|
+12%
|
|
|
2046
|
Cadence Bank
Tupelo,
Mississippi
|
$2.43M
|
+$56.3K
|
+98
|
+3%
|
|
|
2047
|
Inspire Advisors
Meridian,
Idaho
|
$2.42M
|
+$33.3K
|
+58
|
+2%
|
|
|
2048
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.42M
|
+$560K
|
+976
|
+33%
|
|
|
2049
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.41M
|
–
|
–
|
–
|
|
|
2050
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$2.41M
|
+$6.89K
|
+12
|
+0.3%
|
|
