|
2026
|
Strategic Advisors
New York
|
$823K
|
+$48.4K
|
+264
|
+6%
|
|
|
2027
|
Cache Advisors
San Francisco,
California
|
$822K
|
–
|
–
|
–
|
|
|
2028
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$821K
|
-$7.7K
|
-42
|
-1%
|
|
|
2029
|
Wealth Management Partners
Tucson,
Arizona
|
$820K
|
+$68.8K
|
+375
|
+9%
|
|
|
2030
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$816K
|
+$789K
|
+4,302
|
New
|
|
|
2031
|
Summit Global Investments
Bountiful,
Utah
|
$816K
|
-$332K
|
-1,808
|
-30%
|
|
|
2032
|
Everest Financial Group
Minneapolis,
Minnesota
|
$815K
|
+$788K
|
+4,296
|
New
|
|
|
2033
|
Members Trust
Tampa,
Florida
|
$815K
|
+$41.4K
|
+226
|
+6%
|
|
|
2034
|
Addison Capital
Conshohocken,
Pennsylvania
|
$815K
|
–
|
–
|
–
|
|
|
2035
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$812K
|
–
|
–
|
–
|
|
|
2036
|
Diversified Enterprises
Wilmington,
Delaware
|
$812K
|
+$9.9K
|
+54
|
+1%
|
|
|
2037
|
Allen Capital Group
Grand Island,
Nebraska
|
$810K
|
-$37.8K
|
-206
|
-5%
|
|
|
2038
|
AA Financial Advisors
Columbus,
Ohio
|
$809K
|
-$39.4K
|
-215
|
-5%
|
|
|
2039
|
SkyOak Wealth
Southfield,
Michigan
|
$809K
|
–
|
–
|
–
|
|
|
2040
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$808K
|
–
|
–
|
–
|
|
|
2041
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$806K
|
+$105K
|
+575
|
+16%
|
|
|
2042
|
Mattern Wealth Management
Lawrence,
Kansas
|
$806K
|
+$379K
|
+2,067
|
+95%
|
|
|
2043
|
Private Client Services
Louisville,
Kentucky
|
$805K
|
-$14.9K
|
-81
|
-2%
|
|
|
2044
|
Hara Capital
Bellevue,
Washington
|
$804K
|
–
|
–
|
–
|
|
|
2045
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$803K
|
-$9.54K
|
-52
|
-1%
|
|
|
2046
|
Providence First Trust
Scottsdale,
Arizona
|
$802K
|
-$563K
|
-3,072
|
-42%
|
|
|
2047
|
Cozad Asset Management
Champaign,
Illinois
|
$801K
|
–
|
–
|
–
|
|
|
2048
|
EARNEST Partners
Atlanta,
Georgia
|
$800K
|
+$14.7K
|
+80
|
+2%
|
|
|
2049
|
Cottage Street Advisors
Marion,
Massachusetts
|
$798K
|
+$5.13K
|
+28
|
+0.7%
|
|
|
2050
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$797K
|
-$25.9K
|
-141
|
-3%
|
|
