|
2026
|
Morling Financial Advisors
Fremont,
California
|
$78.3K
|
–
|
–
|
–
|
|
|
2027
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$78K
|
+$77.6K
|
+409
|
New
|
|
|
2028
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$76.8K
|
–
|
–
|
–
|
|
|
2029
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$76K
|
-$15.8K
|
-83
|
-17%
|
|
|
2030
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$74.8K
|
+$190
|
+1
|
+0.3%
|
|
|
2031
|
Walsh & Associates
Sarasota,
Florida
|
$71.3K
|
+$70.6K
|
+372
|
New
|
|
|
2032
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$70.9K
|
-$7.59K
|
-40
|
-10%
|
|
|
2033
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$69.7K
|
+$69.1K
|
+364
|
New
|
|
|
2034
|
Allspring Global Investments
Charlotte,
North Carolina
|
$69.1K
|
–
|
–
|
–
|
|
|
2035
|
Bravera Wealth
Bismarck,
North Dakota
|
$63.2K
|
+$62.6K
|
+330
|
New
|
|
|
2036
|
Delta Asset Management
Memphis,
Tennessee
|
$63K
|
–
|
–
|
–
|
|
|
2037
|
|
$60.5K
|
–
|
–
|
–
|
|
|
2038
|
LM Advisors
San Diego,
California
|
$60.2K
|
-$8.81M
|
-46,409
|
-80%
|
|
|
2039
|
SOA Wealth Advisors
New York
|
$58K
|
–
|
–
|
–
|
|
|
2040
|
Lavaca Capital
Houston,
Texas
|
$57.5K
|
–
|
–
|
–
|
|
|
2041
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$57.5K
|
+$44.8K
|
+236
|
+369%
|
|
|
2042
|
Daytona Street Capital
Saint Louis,
Missouri
|
$57.5K
|
+$56.9K
|
+300
|
New
|
|
|
2043
|
Knuff & Co
Foster City,
California
|
$57.5K
|
+$56.9K
|
+300
|
New
|
|
|
2044
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$56.6K
|
+$380
|
+2
|
+0.7%
|
|
|
2045
|
Pin Oak Investment Advisors
Houston,
Texas
|
$55K
|
-$2.85K
|
-15
|
-5%
|
|
|
2046
|
Center for Financial Planning
Southfied,
Michigan
|
$54.6K
|
–
|
–
|
–
|
|
|
2047
|
Caitlin John
Brighton,
Michigan
|
$54.2K
|
-$759
|
-4
|
-1%
|
|
|
2048
|
IMG Wealth Management
Jacksonville,
Florida
|
$53.8K
|
+$53.3K
|
+281
|
New
|
|
|
2049
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$49K
|
+$48.6K
|
+256
|
New
|
|
|
2050
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$49K
|
+$3.8K
|
+20
|
+8%
|
|
