|
2026
|
MBL Wealth
Charlotte,
North Carolina
|
$623K
|
+$214K
|
+2,600
|
+59%
|
|
|
2027
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$622K
|
-$12.3K
|
-150
|
-2%
|
|
|
2028
|
KCM Investment Advisors
Greenbrae,
California
|
$622K
|
-$3.29K
|
-40
|
-0.6%
|
|
|
2029
|
Sulzberger Capital Advisors
Miami,
Florida
|
$622K
|
+$575K
|
+6,980
|
New
|
|
|
2030
|
Saxony Capital Management
St. Louis,
Missouri
|
$621K
|
-$8.23K
|
-100
|
-1%
|
|
|
2031
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$620K
|
-$93K
|
-1,130
|
-14%
|
|
|
2032
|
Quintet Private Bank (Europe)
Luxembourg
|
$619K
|
-$97.1K
|
-1,180
|
-15%
|
|
|
2033
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$619K
|
+$571K
|
+6,940
|
New
|
|
|
2034
|
Naples Global Advisors
Naples,
Florida
|
$617K
|
+$48.6K
|
+590
|
+9%
|
|
|
2035
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$617K
|
+$14K
|
+170
|
+3%
|
|
|
2036
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$616K
|
+$26.3K
|
+320
|
+5%
|
|
|
2037
|
Heritage Wealth Partners
Dublin,
Ohio
|
$614K
|
-$70K
|
-850
|
-11%
|
|
|
2038
|
Two Sigma Securities
New York
|
$613K
|
-$19.5M
|
-236,670
|
-97%
|
|
|
2039
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$613K
|
-$15.6K
|
-190
|
-3%
|
|
|
2040
|
Register Financial Advisors
Atlanta,
Georgia
|
$612K
|
+$5.76K
|
+70
|
+1%
|
|
|
2041
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$611K
|
-$75.7K
|
-920
|
-12%
|
|
|
2042
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$611K
|
+$42K
|
+510
|
+8%
|
|
|
2043
|
WealthGarden F.S.
El Segundo,
California
|
$608K
|
-$23K
|
-280
|
-4%
|
|
|
2044
|
Cobblestone Capital Advisors
Rochester,
New York
|
$607K
|
–
|
–
|
–
|
|
|
2045
|
Rothschild Capital Partners
New York
|
$606K
|
+$560K
|
+6,800
|
New
|
|
|
2046
|
Victory Financial Group
Austin,
Texas
|
$606K
|
+$560K
|
+6,800
|
New
|
|
|
2047
|
Mayport LLC
Newton,
Massachusetts
|
$605K
|
+$4.94K
|
+60
|
+0.9%
|
|
|
2048
|
Oxbow Advisors
Austin,
Texas
|
$605K
|
+$13.2K
|
+160
|
+2%
|
|
|
2049
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$604K
|
+$276K
|
+3,350
|
+98%
|
|
|
2050
|
ORG Partners
Roanoke,
Indiana
|
$604K
|
-$116K
|
-1,410
|
-17%
|
|
