|
2026
|
Baring Financial
Bellingham,
Washington
|
$206K
|
+$197K
|
+2,131
|
New
|
|
|
2027
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$206K
|
-$20K
|
-216
|
-9%
|
|
|
2028
|
Providence First Trust
Scottsdale,
Arizona
|
$205K
|
-$60.7K
|
-656
|
-24%
|
|
|
2029
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$205K
|
+$196K
|
+2,123
|
New
|
|
|
2030
|
New Hampshire Trust
Concord,
New Hampshire
|
$204K
|
-$68.6K
|
-742
|
-26%
|
|
|
2031
|
Financial Engines Advisors
Santa Clara,
California
|
$204K
|
-$120K
|
-1,295
|
-38%
|
|
|
2032
|
Haven Capital Group
Westlake Village,
California
|
$204K
|
-$65.9K
|
-712
|
-25%
|
|
|
2033
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$204K
|
+$195K
|
+2,112
|
New
|
|
|
2034
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$204K
|
+$195K
|
+2,112
|
New
|
|
|
2035
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$203K
|
+$194K
|
+2,100
|
New
|
|
|
2036
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$203K
|
+$194K
|
+2,100
|
New
|
|
|
2037
|
Private Wealth Partners
Mill Valley,
California
|
$203K
|
+$194K
|
+2,100
|
New
|
|
|
2038
|
PFG Advisors
Phoenix,
Arizona
|
$203K
|
+$194K
|
+2,100
|
New
|
|
|
2039
|
Legacy Bridge
West Des Moines,
Iowa
|
$202K
|
-$19K
|
-205
|
-9%
|
|
|
2040
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$202K
|
+$194K
|
+2,093
|
New
|
|
|
2041
|
Chatterton & Associates
Anaheim,
California
|
$202K
|
+$191K
|
+2,068
|
New
|
|
|
2042
|
Artesa Financial Group
Conroe,
Texas
|
$202K
|
+$193K
|
+2,091
|
New
|
|
|
2043
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$201K
|
+$193K
|
+2,086
|
New
|
|
|
2044
|
Whittier Trust
South Pasadena,
California
|
$201K
|
-$12.7K
|
-137
|
-6%
|
|
|
2045
|
Whalerock Point Partners
Providence,
Rhode Island
|
$201K
|
+$192K
|
+2,079
|
New
|
|
|
2046
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$201K
|
+$192K
|
+2,079
|
New
|
|
|
2047
|
Parcion Private Wealth
Bellevue,
Washington
|
$200K
|
+$192K
|
+2,074
|
New
|
|
|
2048
|
Presidio Capital Management
San Diego,
California
|
$200K
|
+$192K
|
+2,074
|
New
|
|
|
2049
|
Oasis Advisors
Forest City,
Iowa
|
$200K
|
+$192K
|
+2,076
|
New
|
|
|
2050
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$196K
|
–
|
–
|
–
|
|
