|
2026
|
JSF Financial
Los Angeles,
California
|
$578K
|
+$24.9K
|
+641
|
+5%
|
|
|
2027
|
Leisure Capital Management
Costa Mesa,
California
|
$577K
|
-$4.2K
|
-108
|
-0.7%
|
|
|
2028
|
King Wealth Management Group
Naples,
Florida
|
$575K
|
+$18K
|
+463
|
+3%
|
|
|
2029
|
Bridgeworth
Birmingham,
Alabama
|
$574K
|
-$37.2K
|
-957
|
-6%
|
|
|
2030
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$573K
|
-$30.3K
|
-779
|
-5%
|
|
|
2031
|
Campion Asset Management
Falls Church,
Virginia
|
$572K
|
-$65.7K
|
-1,689
|
-10%
|
|
|
2032
|
Camden National Bank
Camden,
Maine
|
$571K
|
-$38.6K
|
-993
|
-6%
|
|
|
2033
|
Private Portfolio Partners
Paramus,
New Jersey
|
$571K
|
+$70.9K
|
+1,823
|
+14%
|
|
|
2034
|
Professional Planning
Thousand Oaks,
California
|
$570K
|
+$15.9K
|
+408
|
+3%
|
|
|
2035
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$569K
|
+$52.1K
|
+1,340
|
+10%
|
|
|
2036
|
MBA Advisors
Hermitage,
Pennsylvania
|
$569K
|
+$5.33K
|
+137
|
+1%
|
|
|
2037
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$568K
|
–
|
–
|
–
|
|
|
2038
|
Truvestments Capital
Sarasota,
Florida
|
$566K
|
-$705K
|
-18,138
|
-56%
|
|
|
2039
|
CVA Family Office
Denver,
Colorado
|
$566K
|
+$42.3K
|
+1,088
|
+8%
|
|
|
2040
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$565K
|
–
|
–
|
–
|
|
|
2041
|
Cable Hill Partners
Portland,
Oregon
|
$564K
|
+$46.6K
|
+1,198
|
+9%
|
|
|
2042
|
Sterneck Capital Management
Kansas City,
Missouri
|
$563K
|
–
|
–
|
–
|
|
|
2043
|
|
$562K
|
-$136K
|
-3,498
|
-20%
|
|
|
2044
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$562K
|
+$5.17K
|
+133
|
+0.9%
|
|
|
2045
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$561K
|
-$27.5K
|
-706
|
-5%
|
|
|
2046
|
Foster Group
West Des Moines,
Iowa
|
$560K
|
+$11.9K
|
+307
|
+2%
|
|
|
2047
|
Wealth Architects
Mountain View,
California
|
$560K
|
+$107K
|
+2,752
|
+24%
|
|
|
2048
|
Capital Planning Advisors
Roseville,
California
|
$559K
|
–
|
–
|
–
|
|
|
2049
|
Magnus Financial Group
New York
|
$559K
|
+$2.76K
|
+71
|
+0.5%
|
|
|
2050
|
Omnia Family Wealth
Aventura,
Florida
|
$558K
|
+$194
|
+5
|
+0%
|
|
