|
2026
|
Westfuller Advisors
New York
|
$16.3K
|
-$1.21K
|
-15
|
-7%
|
|
|
2027
|
LifeSteps Financial
Claremont,
California
|
$16K
|
+$16.5K
|
+204
|
New
|
|
|
2028
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$15.7K
|
+$4.11K
|
+51
|
+34%
|
|
|
2029
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$15.6K
|
-$48.5K
|
-601
|
-75%
|
|
|
2030
|
ESL Trust Services
Rochester,
New York
|
$15.6K
|
–
|
–
|
–
|
|
|
2031
|
SRH Advisors
Salina,
Kansas
|
$15.6K
|
–
|
–
|
–
|
|
|
2032
|
Fairscale Capital
Nashua,
New Hampshire
|
$15.6K
|
–
|
–
|
–
|
|
|
2033
|
MASECO Private Wealth
London,
|
$15.4K
|
-$11.2K
|
-139
|
-41%
|
|
|
2034
|
Elevation Wealth Partners
Santa Rosa,
California
|
$15.3K
|
+$4.6K
|
+57
|
+41%
|
|
|
2035
|
First Financial Corp
Terre Haute,
Indiana
|
$14.9K
|
–
|
–
|
–
|
|
|
2036
|
Highline Wealth Partners
Sherman Oaks,
California
|
$14.9K
|
-$807
|
-10
|
-5%
|
|
|
2037
|
Graney & King
Latham,
New York
|
$14.1K
|
+$161
|
+2
|
+1%
|
|
|
2038
|
Olistico Wealth
Tulsa,
Oklahoma
|
$14.1K
|
–
|
–
|
–
|
|
|
2039
|
Avion Wealth
The Woodlands,
Texas
|
$14K
|
-$726
|
-9
|
-5%
|
|
|
2040
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$13.7K
|
–
|
–
|
–
|
|
|
2041
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$13.7K
|
+$2.74K
|
+34
|
+24%
|
|
|
2042
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.4K
|
+$5.24K
|
+65
|
+61%
|
|
|
2043
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$13.3K
|
+$10.6K
|
+132
|
+660%
|
|
|
2044
|
United Financial Planning Group
Hauppauge,
New York
|
$13.2K
|
+$13.6K
|
+169
|
New
|
|
|
2045
|
Abound Wealth Management
Franklin,
Tennessee
|
$12.9K
|
-$12.8K
|
-159
|
-49%
|
|
|
2046
|
Boreal Capital Management
Miami,
Florida
|
$12.9K
|
-$50.7K
|
-628
|
-79%
|
|
|
2047
|
BankPlus Trust Department
Jackson,
Mississippi
|
$12.8K
|
-$83.3K
|
-1,033
|
-86%
|
|
|
2048
|
Godfrey Financial Associates
Glenmont,
New York
|
$12.4K
|
–
|
–
|
–
|
|
|
2049
|
PFS Partners
Mine Hill,
New Jersey
|
$12.2K
|
-$3.06K
|
-38
|
-20%
|
|
|
2050
|
1 North Wealth Services
Annapolis,
Maryland
|
$12K
|
+$10.2K
|
+126
|
+450%
|
|
