|
2026
|
Trivant Custom Portfolio Group
San Diego,
California
|
$190K
|
–
|
–
|
–
|
|
|
2027
|
West Financial Advisors
Des Moines,
Iowa
|
$186K
|
–
|
–
|
–
|
|
|
2028
|
Mondrian Investment Partners
London,
United Kingdom
|
$186K
|
–
|
–
|
–
|
|
|
2029
|
SOA Wealth Advisors
New York
|
$185K
|
+$13K
|
+112
|
+7%
|
|
|
2030
|
Matthew Hamilton Rosenberg
|
$181K
|
+$13.3K
|
+115
|
+8%
|
|
|
2031
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$177K
|
+$812
|
+7
|
+0.4%
|
|
|
2032
|
Kessler Investment Group
Columbus,
Indiana
|
$175K
|
+$183K
|
+1,575
|
New
|
|
|
2033
|
Larson Financial Group
St Louis,
Missouri
|
$174K
|
+$39.2K
|
+338
|
+28%
|
|
|
2034
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$172K
|
-$1.74K
|
-15
|
-1%
|
|
|
2035
|
Field & Main Bank
Henderson,
Kentucky
|
$172K
|
-$97.4K
|
-840
|
-35%
|
|
|
2036
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$168K
|
-$157K
|
-1,356
|
-47%
|
|
|
2037
|
Denali Advisors
San Diego,
California
|
$167K
|
+$174K
|
+1,500
|
New
|
|
|
2038
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$165K
|
–
|
–
|
–
|
|
|
2039
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$165K
|
–
|
–
|
–
|
|
|
2040
|
Addison Advisors
Middlebury,
Vermont
|
$164K
|
+$2.2K
|
+19
|
+1%
|
|
|
2041
|
Mendota Financial Group
Madison,
Wisconsin
|
$160K
|
+$32.1K
|
+277
|
+24%
|
|
|
2042
|
Pflug Koory
Omaha,
Nebraska
|
$159K
|
+$2.67K
|
+23
|
+2%
|
|
|
2043
|
Canton Hathaway
Providence,
Rhode Island
|
$159K
|
–
|
–
|
–
|
|
|
2044
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$157K
|
+$8.82K
|
+76
|
+6%
|
|
|
2045
|
Annapolis Financial Services
Annapolis,
Maryland
|
$157K
|
–
|
–
|
–
|
|
|
2046
|
Solstein Capital
Menlo Park,
California
|
$152K
|
–
|
–
|
–
|
|
|
2047
|
Bellevue Asset Management
Bellevue,
Washington
|
$148K
|
-$23.1K
|
-199
|
-13%
|
|
|
2048
|
Tradition Wealth Management
Edina,
Minnesota
|
$147K
|
+$3.6K
|
+31
|
+2%
|
|
|
2049
|
First Personal Financial Services
Charlotte,
North Carolina
|
$145K
|
-$29.8K
|
-257
|
-16%
|
|
|
2050
|
First Command Advisory Services
Fort Worth,
Texas
|
$143K
|
+$149K
|
+1,287
|
New
|
|
