|
2026
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$4.03M
|
-$1.35M
|
-1,990
|
-24%
|
|
|
2027
|
SC&H Financial Advisors
Sparks,
Maryland
|
$4.02M
|
+$2.04K
|
+3
|
+0%
|
|
|
2028
|
Breakwater Capital Group
Paramus,
New Jersey
|
$4.02M
|
+$627K
|
+922
|
+18%
|
|
|
2029
|
Alchemi Wealth
Essex,
Connecticut
|
$4.02M
|
-$10.2K
|
-15
|
-0.2%
|
|
|
2030
|
Investment Insight Wealth Management
North Massapequa,
New York
|
$4.02M
|
+$4.76K
|
+7
|
+0.1%
|
|
|
2031
|
Pullen Investment Management
Bradenton,
Florida
|
$4.01M
|
–
|
–
|
–
|
|
|
2032
|
Capital City Trust
Tallahassee,
Florida
|
$4.01M
|
+$84.3K
|
+124
|
+2%
|
|
|
2033
|
Fortis Capital Management
Bellevue,
Washington
|
$4M
|
+$2.71M
|
+3,993
|
+185%
|
|
|
2034
|
Edge Wealth Management
New York
|
$4M
|
-$44.2K
|
-65
|
-1%
|
|
|
2035
|
Affiance Financial
St. Louis Park,
Minnesota
|
$3.99M
|
+$34.7K
|
+51
|
+0.8%
|
|
|
2036
|
Farmers National Bank
Danville,
Kentucky
|
$3.99M
|
-$112K
|
-164
|
-3%
|
|
|
2037
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$3.98M
|
-$760K
|
-1,118
|
-15%
|
|
|
2038
|
Forza Wealth Management
Sarasota,
Florida
|
$3.98M
|
-$32K
|
-47
|
-0.8%
|
|
|
2039
|
Clearview Wealth Management
Irvine,
California
|
$3.97M
|
+$4.15M
|
+6,107
|
New
|
|
|
2040
|
Prosperity Planning
Kansas City,
Missouri
|
$3.96M
|
+$63.2K
|
+93
|
+2%
|
|
|
2041
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.96M
|
-$28.6K
|
-42
|
-0.7%
|
|
|
2042
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$3.95M
|
+$109K
|
+161
|
+3%
|
|
|
2043
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.95M
|
-$74.8K
|
-110
|
-2%
|
|
|
2044
|
Jones Kertz & Associates
Blaine,
Minnesota
|
$3.94M
|
-$70K
|
-103
|
-2%
|
|
|
2045
|
Silvant Capital Management
Atlanta,
Georgia
|
$3.93M
|
–
|
–
|
–
|
|
|
2046
|
Charter Research & Investment Group
Southport,
Connecticut
|
$3.93M
|
-$4.08K
|
-6
|
-0.1%
|
|
|
2047
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$3.93M
|
+$680
|
+1
|
+0%
|
|
|
2048
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$3.93M
|
–
|
–
|
–
|
|
|
2049
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.93M
|
-$47.6K
|
-70
|
-1%
|
|
|
2050
|
Orleans Capital Management
Mandeville,
Louisiana
|
$3.92M
|
-$109K
|
-160
|
-3%
|
|
