|
2026
|
Professional Planning
Thousand Oaks,
California
|
$513K
|
-$61.3K
|
-1,726
|
-11%
|
|
|
2027
|
Berkeley Inc
Boise,
Idaho
|
$512K
|
+$502K
|
+14,140
|
New
|
|
|
2028
|
Meitav Investment House
Bene-Beraq,
Israel
|
$512K
|
-$513K
|
-14,447
|
-51%
|
|
|
2029
|
JSF Financial
Los Angeles,
California
|
$512K
|
-$52.4K
|
-1,477
|
-9%
|
|
|
2030
|
Winslow Asset Management
Beachwood,
Ohio
|
$512K
|
–
|
–
|
–
|
|
|
2031
|
Financial Engines Advisors
Santa Clara,
California
|
$511K
|
+$25.7K
|
+723
|
+5%
|
|
|
2032
|
Single Point Partners
Boston,
Massachusetts
|
$509K
|
+$154K
|
+4,331
|
+45%
|
|
|
2033
|
|
$508K
|
+$7.67K
|
+216
|
+2%
|
|
|
2034
|
Foster Group
West Des Moines,
Iowa
|
$507K
|
+$107
|
+3
|
+0%
|
|
|
2035
|
Circle Wealth Management
Summit,
New Jersey
|
$505K
|
+$1.35K
|
+38
|
+0.3%
|
|
|
2036
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$505K
|
+$35.1K
|
+989
|
+8%
|
|
|
2037
|
TFC Financial Management
Boston,
Massachusetts
|
$504K
|
+$497
|
+14
|
+0.1%
|
|
|
2038
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$504K
|
+$147K
|
+4,154
|
+43%
|
|
|
2039
|
Apella Capital
West Hartford,
Connecticut
|
$501K
|
-$3.02K
|
-85
|
-0.6%
|
|
|
2040
|
CCG Wealth Management
San Diego,
California
|
$501K
|
+$1.06K
|
+30
|
+0.2%
|
|
|
2041
|
Cribstone Capital Management
Augusta,
Maine
|
$500K
|
+$44.2K
|
+1,246
|
+10%
|
|
|
2042
|
Strategic Advisors
New York
|
$498K
|
-$1.2M
|
-33,913
|
-71%
|
|
|
2043
|
Symphony Financial
Houston,
Texas
|
$497K
|
+$154K
|
+4,334
|
+46%
|
|
|
2044
|
MCF Advisors
Covington,
Kentucky
|
$496K
|
-$56.9K
|
-1,603
|
-10%
|
|
|
2045
|
Chilton Capital Management
Houston,
Texas
|
$494K
|
+$129K
|
+3,636
|
+36%
|
|
|
2046
|
First Citizens Financial Corp
Mason City,
Iowa
|
$491K
|
-$168K
|
-4,731
|
-26%
|
|
|
2047
|
Mattern Wealth Management
Lawrence,
Kansas
|
$491K
|
-$39.4K
|
-1,109
|
-8%
|
|
|
2048
|
Copperwynd Financial
Scottsdale,
Arizona
|
$491K
|
+$2.98K
|
+84
|
+0.6%
|
|
|
2049
|
Portland Global Advisors
Portland,
Maine
|
$491K
|
+$35.7K
|
+1,005
|
+8%
|
|
|
2050
|
Hamel Associates
Chatham,
New Jersey
|
$490K
|
-$985K
|
-27,750
|
-67%
|
|
