|
2026
|
RBO & Co
Saint Helena,
California
|
$553K
|
-$81.4K
|
-900
|
-13%
|
|
|
2027
|
Horizon Wealth Management
La Grange,
Illinois
|
$551K
|
+$4.7K
|
+52
|
+0.8%
|
|
|
2028
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$550K
|
+$5.16K
|
+57
|
+0.9%
|
|
|
2029
|
Grandfield & Dodd
New York
|
$550K
|
–
|
–
|
–
|
|
|
2030
|
GSB Wealth Management
Guilford,
Connecticut
|
$549K
|
+$253K
|
+2,800
|
+81%
|
|
|
2031
|
Odyssean LLC
Darien,
Connecticut
|
$549K
|
+$565K
|
+6,251
|
New
|
|
|
2032
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$546K
|
+$62.5K
|
+691
|
+12%
|
|
|
2033
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$545K
|
+$8.23K
|
+91
|
+1%
|
|
|
2034
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$543K
|
+$9.41K
|
+104
|
+2%
|
|
|
2035
|
McHugh Group
Bratenahl,
Ohio
|
$542K
|
–
|
–
|
–
|
|
|
2036
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$542K
|
+$559K
|
+6,180
|
New
|
|
|
2037
|
Meeder Asset Management
Dublin,
Ohio
|
$542K
|
+$112K
|
+1,240
|
+25%
|
|
|
2038
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$542K
|
+$232K
|
+2,569
|
+71%
|
|
|
2039
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$542K
|
-$466K
|
-5,157
|
-46%
|
|
|
2040
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$540K
|
+$259K
|
+2,859
|
+87%
|
|
|
2041
|
Argent Advisors
Monroe,
Louisiana
|
$539K
|
-$5.07K
|
-56
|
-0.9%
|
|
|
2042
|
TownSquare Capital
Provo,
Utah
|
$538K
|
+$19.9K
|
+220
|
+4%
|
|
|
2043
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$537K
|
-$13.2K
|
-146
|
-2%
|
|
|
2044
|
Rockbridge Investment Management
Syracuse,
New York
|
$536K
|
+$2.08K
|
+23
|
+0.4%
|
|
|
2045
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$536K
|
+$43.6K
|
+482
|
+9%
|
|
|
2046
|
Members Trust
Tampa,
Florida
|
$536K
|
-$79K
|
-873
|
-13%
|
|
|
2047
|
Versant Capital Management
Phoenix,
Arizona
|
$535K
|
-$78.7K
|
-870
|
-12%
|
|
|
2048
|
Sunpointe
St. Louis,
Missouri
|
$535K
|
+$8.87K
|
+98
|
+2%
|
|
|
2049
|
Verity Asset Management
Durham,
North Carolina
|
$535K
|
+$21.5K
|
+238
|
+4%
|
|
|
2050
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$534K
|
+$13.4K
|
+148
|
+2%
|
|
