|
2026
|
Bellecapital
Zurich,
Switzerland
|
$347K
|
+$307K
|
+1,480
|
New
|
|
|
2027
|
Three Peaks Capital Management
Castle Rock,
Colorado
|
$345K
|
+$306K
|
+1,475
|
New
|
|
|
2028
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$344K
|
–
|
–
|
–
|
|
|
2029
|
Orca Investment Management
Roseburg,
Oregon
|
$343K
|
+$303K
|
+1,463
|
New
|
|
|
2030
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
2031
|
Cable Hill Partners
Portland,
Oregon
|
$342K
|
+$65.3K
|
+315
|
+28%
|
|
|
2032
|
SouthState Corp
Winter Haven,
Florida
|
$342K
|
+$124K
|
+600
|
+70%
|
|
|
2033
|
Boston Trust Walden
Boston,
Massachusetts
|
$341K
|
–
|
–
|
–
|
|
|
2034
|
CFO4Life Group
Coppell,
Texas
|
$340K
|
+$82.5K
|
+398
|
+38%
|
|
|
2035
|
SOA Wealth Advisors
New York
|
$338K
|
+$248K
|
+1,195
|
New
|
|
|
2036
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$336K
|
+$298K
|
+1,436
|
New
|
|
|
2037
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$334K
|
-$39.6K
|
-191
|
-12%
|
|
|
2038
|
WealthOne
Albany,
New York
|
$334K
|
+$296K
|
+1,428
|
New
|
|
|
2039
|
Boston Partners
Boston,
Massachusetts
|
$333K
|
–
|
–
|
–
|
|
|
2040
|
VisionPoint Advisory Group
Dallas,
Texas
|
$332K
|
-$158K
|
-761
|
-35%
|
|
|
2041
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$331K
|
-$21.8K
|
-105
|
-9%
|
|
|
2042
|
Madrona Financial Services
Everett,
Washington
|
$331K
|
+$35.4K
|
+171
|
+14%
|
|
|
2043
|
Capital One Financial
Mclean,
Virginia
|
$329K
|
-$789K
|
-3,808
|
-73%
|
|
|
2044
|
WealthShield Partners
Cary,
North Carolina
|
$329K
|
+$290K
|
+1,402
|
New
|
|
|
2045
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$329K
|
+$291K
|
+1,405
|
New
|
|
|
2046
|
FSA Wealth Management
Needham,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
2047
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$328K
|
+$62.4K
|
+301
|
+27%
|
|
|
2048
|
O'Dell Group
Cincinnati,
Ohio
|
$328K
|
+$290K
|
+1,401
|
New
|
|
|
2049
|
Caldwell Trust
Venice,
Florida
|
$328K
|
+$25.9K
|
+125
|
+10%
|
|
|
2050
|
DOHJ LLC
Seattle,
Washington
|
$327K
|
-$37.9K
|
-183
|
-13%
|
|
