|
2026
|
SimplyRich
Carlsbad,
California
|
$982K
|
–
|
–
|
–
|
|
|
2027
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$980K
|
-$699
|
-4
|
-0.1%
|
|
|
2028
|
Carr Financial Group
Worcester,
Massachusetts
|
$978K
|
-$107K
|
-610
|
-10%
|
|
|
2029
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$977K
|
-$186K
|
-1,066
|
-17%
|
|
|
2030
|
WealthShield Partners
Cary,
North Carolina
|
$974K
|
-$49.3K
|
-282
|
-5%
|
|
|
2031
|
Arden Trust
Wilmington,
Delaware
|
$971K
|
-$114K
|
-651
|
-11%
|
|
|
2032
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$970K
|
-$3.5K
|
-20
|
-0.4%
|
|
|
2033
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$968K
|
-$524
|
-3
|
-0.1%
|
|
|
2034
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$966K
|
-$188K
|
-1,075
|
-17%
|
|
|
2035
|
Verity Asset Management
Durham,
North Carolina
|
$966K
|
+$461K
|
+2,636
|
+99%
|
|
|
2036
|
Callan Family Office
Radnor,
Pennsylvania
|
$964K
|
+$345K
|
+1,974
|
+60%
|
|
|
2037
|
9258 Wealth Management
Blue Ash,
Ohio
|
$963K
|
+$31.1K
|
+178
|
+3%
|
|
|
2038
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$963K
|
+$28.3K
|
+162
|
+3%
|
|
|
2039
|
Gyroscope Capital Management Group
Naples,
Florida
|
$962K
|
+$664K
|
+3,800
|
+257%
|
|
|
2040
|
JB Capital
Wethersfield,
Connecticut
|
$962K
|
-$3.09M
|
-17,657
|
-77%
|
|
|
2041
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$960K
|
-$90.5K
|
-518
|
-9%
|
|
|
2042
|
Virtus ETF Advisers
New York
|
$957K
|
+$917K
|
+5,248
|
New
|
|
|
2043
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$956K
|
–
|
–
|
–
|
|
|
2044
|
West Michigan Advisors
Holland,
Michigan
|
$956K
|
+$498K
|
+2,849
|
+119%
|
|
|
2045
|
McMorgan & Co
San Francisco,
California
|
$956K
|
-$30.6K
|
-175
|
-3%
|
|
|
2046
|
Apriem Advisors
Irvine,
California
|
$955K
|
+$265K
|
+1,515
|
+41%
|
|
|
2047
|
Cooper Financial Group
Irvine,
California
|
$953K
|
+$53K
|
+303
|
+6%
|
|
|
2048
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$948K
|
-$3.5K
|
-20
|
-0.4%
|
|
|
2049
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$948K
|
+$80.4K
|
+460
|
+10%
|
|
|
2050
|
Diligent Investors
Redlands,
California
|
$947K
|
+$561K
|
+3,208
|
+162%
|
|
