|
2026
|
Peak Planning Group
Centennial,
Colorado
|
$404K
|
–
|
–
|
–
|
|
|
2027
|
RMR Wealth Builders
Montclair,
New Jersey
|
$403K
|
+$1.69K
|
+5
|
+0.4%
|
|
|
2028
|
Five Oceans Advisors
Santa Monica,
California
|
$401K
|
-$6.75K
|
-20
|
-2%
|
|
|
2029
|
Carson Advisory
Athens,
Georgia
|
$400K
|
+$337
|
+1
|
+0.1%
|
|
|
2030
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$399K
|
+$128K
|
+380
|
+49%
|
|
|
2031
|
Foster Group
West Des Moines,
Iowa
|
$397K
|
-$11.1K
|
-33
|
-3%
|
|
|
2032
|
Mount Vernon Associates
Baltimore,
Maryland
|
$396K
|
–
|
–
|
–
|
|
|
2033
|
Searle & Co
Greenwich,
Connecticut
|
$396K
|
–
|
–
|
–
|
|
|
2034
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$396K
|
+$675
|
+2
|
+0.2%
|
|
|
2035
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$396K
|
-$2.02K
|
-6
|
-0.5%
|
|
|
2036
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$395K
|
-$5.06K
|
-15
|
-1%
|
|
|
2037
|
Sterling Investment Counsel
Buffalo,
New York
|
$395K
|
–
|
–
|
–
|
|
|
2038
|
Legacy Trust
Grand Rapids,
Michigan
|
$393K
|
-$8.43K
|
-25
|
-2%
|
|
|
2039
|
First United Bank & Trust
Oakland,
Maryland
|
$393K
|
-$21.9K
|
-65
|
-5%
|
|
|
2040
|
Black Diamond Financial
Towson,
Maryland
|
$393K
|
+$22.3K
|
+66
|
+6%
|
|
|
2041
|
Glassman Wealth Services
Vienna,
Virginia
|
$393K
|
-$337
|
-1
|
-0.1%
|
|
|
2042
|
Howard Capital Management Group
Los Angeles,
California
|
$393K
|
+$66.1K
|
+196
|
+21%
|
|
|
2043
|
LWMG LLC
Lake Elmo,
Minnesota
|
$392K
|
-$10.8K
|
-32
|
-3%
|
|
|
2044
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$391K
|
+$57.3K
|
+170
|
+18%
|
|
|
2045
|
Trust Company
Manhattan,
Kansas
|
$391K
|
-$10.1K
|
-30
|
-3%
|
|
|
2046
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$389K
|
–
|
–
|
–
|
|
|
2047
|
Two Sigma Securities
New York
|
$389K
|
+$120K
|
+355
|
+46%
|
|
|
2048
|
Beam Wealth Advisors
Covington,
Louisiana
|
$389K
|
-$1.69K
|
-5
|
-0.4%
|
|
|
2049
|
Financial Advisory Group
Houston,
Texas
|
$388K
|
–
|
–
|
–
|
|
|
2050
|
Iowa State Bank
Urbandale,
Iowa
|
$388K
|
+$15.5K
|
+46
|
+4%
|
|
