|
2026
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$904K
|
–
|
–
|
–
|
|
|
2027
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$900K
|
-$4.65K
|
-10
|
-0.5%
|
|
|
2028
|
Journey Advisory Group
Covington,
Kentucky
|
$896K
|
-$23.3K
|
-50
|
-2%
|
|
|
2029
|
Kestra Investment Management
Austin,
Texas
|
$893K
|
+$841K
|
+1,809
|
New
|
|
|
2030
|
Waterloo Capital
Austin,
Texas
|
$893K
|
-$143K
|
-307
|
-15%
|
|
|
2031
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$892K
|
-$8.84K
|
-19
|
-1%
|
|
|
2032
|
Great Diamond Partners
Portland,
Maine
|
$891K
|
-$174K
|
-375
|
-17%
|
|
|
2033
|
Byrne Asset Management
Kingston,
New Jersey
|
$890K
|
-$6.98K
|
-15
|
-0.8%
|
|
|
2034
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$890K
|
-$34.4K
|
-74
|
-4%
|
|
|
2035
|
IMA Advisory Services
Denver,
Colorado
|
$888K
|
-$73K
|
-157
|
-8%
|
|
|
2036
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$887K
|
-$104K
|
-224
|
-11%
|
|
|
2037
|
Strategic Financial Services
Utica,
New York
|
$886K
|
–
|
–
|
–
|
|
|
2038
|
Newport Capital Group
Red Bank,
New Jersey
|
$884K
|
-$20K
|
-43
|
-2%
|
|
|
2039
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$883K
|
+$189K
|
+406
|
+29%
|
|
|
2040
|
CAP Partners LLC
Franklin,
Tennessee
|
$882K
|
+$2.33K
|
+5
|
+0.3%
|
|
|
2041
|
Financial Engines Advisors
Santa Clara,
California
|
$882K
|
+$121K
|
+260
|
+17%
|
|
|
2042
|
Brandywine Managers
Hockessin,
Delaware
|
$881K
|
–
|
–
|
–
|
|
|
2043
|
Baker Avenue Asset Management
San Francisco,
California
|
$880K
|
+$362K
|
+778
|
+77%
|
|
|
2044
|
Augustine Asset Management
Jacksonville,
Florida
|
$878K
|
+$22.3K
|
+48
|
+3%
|
|
|
2045
|
Detalus Advisors
St. Louis,
Missouri
|
$878K
|
+$7.44K
|
+16
|
+0.9%
|
|
|
2046
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$878K
|
+$58.1K
|
+125
|
+8%
|
|
|
2047
|
Private Portfolio Partners
Paramus,
New Jersey
|
$876K
|
+$825K
|
+1,774
|
New
|
|
|
2048
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$873K
|
+$149K
|
+321
|
+22%
|
|
|
2049
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$873K
|
-$3.25K
|
-7
|
-0.4%
|
|
|
2050
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$869K
|
+$43.2K
|
+93
|
+6%
|
|
