|
2026
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$1.16M
|
–
|
–
|
–
|
|
|
2027
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.16M
|
+$198K
|
+344
|
+20%
|
|
|
2028
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.15M
|
+$1.16M
|
+2,025
|
New
|
|
|
2029
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.15M
|
-$121K
|
-210
|
-9%
|
|
|
2030
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.15M
|
-$9.19K
|
-16
|
-0.8%
|
|
|
2031
|
Root Financial Partners
Encinitas,
California
|
$1.15M
|
+$53.4K
|
+93
|
+5%
|
|
|
2032
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.15M
|
+$179K
|
+311
|
+18%
|
|
|
2033
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.14M
|
+$14.9K
|
+26
|
+1%
|
|
|
2034
|
J. Team Financial
Abilene,
Texas
|
$1.14M
|
+$1.15M
|
+2,006
|
New
|
|
|
2035
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.14M
|
-$97.1K
|
-169
|
-8%
|
|
|
2036
|
Hennessy Advisors Inc
Novato,
California
|
$1.14M
|
-$402K
|
-700
|
-26%
|
|
|
2037
|
True North Advisors
Dallas,
Texas
|
$1.14M
|
+$259K
|
+451
|
+29%
|
|
|
2038
|
Joel Isaacson & Co
New York
|
$1.14M
|
+$28.7K
|
+50
|
+3%
|
|
|
2039
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$1.13M
|
+$1.14M
|
+1,993
|
New
|
|
|
2040
|
First Merchants Corp
Muncie,
Indiana
|
$1.13M
|
-$30.4K
|
-53
|
-3%
|
|
|
2041
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.13M
|
-$80.4K
|
-140
|
-7%
|
|
|
2042
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.13M
|
-$196K
|
-342
|
-15%
|
|
|
2043
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$1.12M
|
+$1.72K
|
+3
|
+0.2%
|
|
|
2044
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.12M
|
-$998K
|
-1,738
|
-47%
|
|
|
2045
|
Womack Financial
Dallas,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
2046
|
Permanens Capital
New York
|
$1.12M
|
+$1.13M
|
+1,967
|
New
|
|
|
2047
|
Steinberg Asset Management
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
2048
|
Granite Harbor Advisors
Houston,
Texas
|
$1.12M
|
+$66.6K
|
+116
|
+6%
|
|
|
2049
|
Shufro Rose & Co
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
2050
|
17 Capital Partners
Pheonix,
Arizona
|
$1.12M
|
+$6.89K
|
+12
|
+0.6%
|
|
