|
2026
|
Cardiff Park Advisors
Carlsbad,
California
|
$204K
|
+$201K
|
+1,688
|
New
|
|
|
2027
|
Defined Financial Planning
San Rafael,
California
|
$204K
|
+$201K
|
+1,687
|
New
|
|
|
2028
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$204K
|
+$201K
|
+1,687
|
New
|
|
|
2029
|
Evanson Asset Management
Carmel,
California
|
$203K
|
-$60.8K
|
-509
|
-23%
|
|
|
2030
|
Wealthstream Advisors
New York
|
$203K
|
+$201K
|
+1,680
|
New
|
|
|
2031
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$203K
|
+$201K
|
+1,680
|
New
|
|
|
2032
|
Root Financial Partners
Encinitas,
California
|
$203K
|
+$200K
|
+1,678
|
New
|
|
|
2033
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$203K
|
+$200K
|
+1,677
|
New
|
|
|
2034
|
Diversify Wealth Management
Sandy,
Utah
|
$202K
|
+$201K
|
+1,685
|
New
|
|
|
2035
|
Beacon Financial Group
Dallas,
Texas
|
$202K
|
+$200K
|
+1,673
|
New
|
|
|
2036
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$202K
|
+$199K
|
+1,670
|
New
|
|
|
2037
|
Petros Family Wealth
Bloomington,
Minnesota
|
$202K
|
+$199K
|
+1,668
|
New
|
|
|
2038
|
Sterling Investment Counsel
Buffalo,
New York
|
$201K
|
+$199K
|
+1,665
|
New
|
|
|
2039
|
Old Port Advisors
Portland,
Maine
|
$201K
|
-$5.49K
|
-46
|
-3%
|
|
|
2040
|
Blue Investment Partners
Alamo,
California
|
$201K
|
+$198K
|
+1,660
|
New
|
|
|
2041
|
Cercano Management
Bellevue,
Washington
|
$201K
|
+$198K
|
+1,660
|
New
|
|
|
2042
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$200K
|
+$198K
|
+1,659
|
New
|
|
|
2043
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$190K
|
-$5.13K
|
-43
|
-3%
|
|
|
2044
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
2045
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$189K
|
–
|
–
|
–
|
|
|
2046
|
CNB Bank
Clearfield,
Pennsylvania
|
$183K
|
–
|
–
|
–
|
|
|
2047
|
Generali Investments Management
Ljubljana,
Slovenia
|
$181K
|
+$178K
|
+1,495
|
New
|
|
|
2048
|
First Pacific Financial
Vancouver,
Washington
|
$180K
|
–
|
–
|
–
|
|
|
2049
|
American National Bank & Trust
Wichita Falls,
Texas
|
$175K
|
-$25.7K
|
-215
|
-13%
|
|
|
2050
|
Financial Management Professionals
Austin,
Texas
|
$173K
|
+$1.91K
|
+16
|
+1%
|
|
