|
2026
|
Swisher Financial Concepts
Westerville,
Ohio
|
$413K
|
–
|
–
|
–
|
|
|
2027
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$412K
|
-$23.8K
|
-305
|
-6%
|
|
|
2028
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$412K
|
+$8.04K
|
+103
|
+2%
|
|
|
2029
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$411K
|
-$11.6K
|
-148
|
-3%
|
|
|
2030
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$410K
|
+$379K
|
+4,851
|
New
|
|
|
2031
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$410K
|
+$4.68K
|
+60
|
+1%
|
|
|
2032
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$409K
|
+$110K
|
+1,414
|
+41%
|
|
|
2033
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$409K
|
+$26.8K
|
+343
|
+8%
|
|
|
2034
|
Cercano Management
Bellevue,
Washington
|
$408K
|
+$376K
|
+4,824
|
New
|
|
|
2035
|
Iconiq Capital
San Francisco,
California
|
$408K
|
+$376K
|
+4,824
|
New
|
|
|
2036
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$408K
|
+$376K
|
+4,822
|
New
|
|
|
2037
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$407K
|
+$23.7K
|
+304
|
+7%
|
|
|
2038
|
LifePlan Financial
Mankato,
Minnesota
|
$406K
|
-$12.5K
|
-160
|
-3%
|
|
|
2039
|
GSA Capital Partners
London,
United Kingdom
|
$406K
|
+$375K
|
+4,802
|
New
|
|
|
2040
|
De Burlo Group
Boston,
Massachusetts
|
$406K
|
–
|
–
|
–
|
|
|
2041
|
Navalign LLC
Encino,
California
|
$404K
|
–
|
–
|
–
|
|
|
2042
|
Counterweight Ventures
Wilmington,
North Carolina
|
$402K
|
–
|
–
|
–
|
|
|
2043
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$402K
|
+$2.19K
|
+28
|
+0.6%
|
|
|
2044
|
Capstone Investment Advisors
New York
|
$402K
|
-$37K
|
-474
|
-9%
|
|
|
2045
|
|
$402K
|
+$371K
|
+4,750
|
New
|
|
|
2046
|
Code Waechter
Tampa,
Florida
|
$401K
|
+$371K
|
+4,748
|
New
|
|
|
2047
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$401K
|
-$1.25K
|
-16
|
-0.3%
|
|
|
2048
|
Arlington Trust
Birmingham,
Alabama
|
$399K
|
+$2.81K
|
+36
|
+0.8%
|
|
|
2049
|
Calton & Associates
Tampa,
Florida
|
$399K
|
+$368K
|
+4,714
|
New
|
|
|
2050
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$398K
|
+$15.6K
|
+200
|
+4%
|
|
