|
2026
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$366K
|
+$3.64K
|
+23
|
+1%
|
|
|
2027
|
Old Mission Capital
Chicago,
Illinois
|
$365K
|
+$381K
|
+2,409
|
New
|
|
|
2028
|
Foster Group
West Des Moines,
Iowa
|
$364K
|
-$13.8K
|
-87
|
-3%
|
|
|
2029
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$364K
|
+$71K
|
+449
|
+23%
|
|
|
2030
|
Heritage Family Offices
Scottsdale,
Arizona
|
$363K
|
+$76.8K
|
+486
|
+25%
|
|
|
2031
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$363K
|
+$379K
|
+2,394
|
New
|
|
|
2032
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$361K
|
–
|
–
|
–
|
|
|
2033
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$361K
|
–
|
–
|
–
|
|
|
2034
|
Eagle Strategies
New York
|
$357K
|
-$13.1K
|
-83
|
-3%
|
|
|
2035
|
Peak Asset Management
Louisville,
Colorado
|
$356K
|
–
|
–
|
–
|
|
|
2036
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$356K
|
-$8.54K
|
-54
|
-2%
|
|
|
2037
|
Private Capital Management (Florida)
Naples,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
2038
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$355K
|
-$3.64K
|
-23
|
-1%
|
|
|
2039
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$354K
|
+$16K
|
+101
|
+5%
|
|
|
2040
|
Mystic Asset Management
Warwick,
Rhode Island
|
$354K
|
-$6.96K
|
-44
|
-2%
|
|
|
2041
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$354K
|
-$9.8K
|
-62
|
-3%
|
|
|
2042
|
Advisor Resource Council
Dallas,
Texas
|
$351K
|
+$7.43K
|
+47
|
+2%
|
|
|
2043
|
American National Bank & Trust
Wichita Falls,
Texas
|
$351K
|
+$15K
|
+95
|
+4%
|
|
|
2044
|
Signature Equity Partners
Columbus,
Ohio
|
$349K
|
-$31.5K
|
-199
|
-8%
|
|
|
2045
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
$349K
|
-$25K
|
-158
|
-6%
|
|
|
2046
|
Baxter Bros Inc
Riverside,
Connecticut
|
$349K
|
–
|
–
|
–
|
|
|
2047
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$348K
|
+$11.9K
|
+75
|
+3%
|
|
|
2048
|
Lee Financial
Dallas,
Texas
|
$346K
|
+$10.1K
|
+64
|
+3%
|
|
|
2049
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$345K
|
+$78.6K
|
+497
|
+28%
|
|
|
2050
|
PGIM Custom Harvest
Newark,
New Jersey
|
$345K
|
+$12K
|
+76
|
+3%
|
|
