|
2026
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$591K
|
+$24.9K
|
+1,700
|
+4%
|
|
|
2027
|
JGP Wealth Management
Bend,
Oregon
|
$590K
|
-$469K
|
-31,960
|
-44%
|
|
|
2028
|
Paloma Partners
Greenwich,
Connecticut
|
$588K
|
-$242K
|
-16,490
|
-29%
|
|
|
2029
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$587K
|
+$16.9K
|
+1,150
|
+3%
|
|
|
2030
|
Bartlett & Co
Cincinnati,
Ohio
|
$587K
|
-$4.55K
|
-310
|
-0.8%
|
|
|
2031
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$587K
|
-$4.55K
|
-310
|
-0.8%
|
|
|
2032
|
First Command Bank
Fort Worth,
Texas
|
$586K
|
+$466K
|
+31,800
|
+383%
|
|
|
2033
|
First Command Financial Services
Fort Worth,
Texas
|
$586K
|
+$466K
|
+31,800
|
+383%
|
|
|
2034
|
One River Asset Management
Stamford,
Connecticut
|
$586K
|
+$589K
|
+40,130
|
New
|
|
|
2035
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$586K
|
+$588K
|
+40,070
|
New
|
|
|
2036
|
ETF Store
Overland Park,
Kansas
|
$585K
|
+$147
|
+10
|
+0%
|
|
|
2037
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$584K
|
+$96.8K
|
+6,600
|
+20%
|
|
|
2038
|
WealthShield Partners
Cary,
North Carolina
|
$584K
|
-$69.4K
|
-4,730
|
-11%
|
|
|
2039
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$584K
|
+$3.23K
|
+220
|
+0.6%
|
|
|
2040
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$583K
|
+$287K
|
+19,550
|
+96%
|
|
|
2041
|
Shelton Wealth Management
Fort Worth,
Texas
|
$581K
|
+$85.7K
|
+5,840
|
+17%
|
|
|
2042
|
Legacy Trust
Grand Rapids,
Michigan
|
$581K
|
+$583K
|
+39,740
|
New
|
|
|
2043
|
CenterBook Partners
Greenwich,
Connecticut
|
$580K
|
+$582K
|
+39,710
|
New
|
|
|
2044
|
Delta Capital Management
Red Bank,
New Jersey
|
$579K
|
-$39.6K
|
-2,700
|
-6%
|
|
|
2045
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$578K
|
+$38.7K
|
+2,640
|
+7%
|
|
|
2046
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$576K
|
+$171K
|
+11,640
|
+42%
|
|
|
2047
|
Prosperity Financial Group
San Ramon,
California
|
$576K
|
+$578K
|
+39,440
|
New
|
|
|
2048
|
Centerpoint Advisors
Needham,
Massachusetts
|
$576K
|
–
|
–
|
–
|
|
|
2049
|
TimeScale Financial
Danvers,
Massachusetts
|
$576K
|
+$147
|
+10
|
+0%
|
|
|
2050
|
Grimes & Company
Westborough,
Massachusetts
|
$573K
|
-$24.8K
|
-1,690
|
-4%
|
|
