|
2026
|
Drive Wealth Management
Lehi,
Utah
|
$372K
|
+$54K
|
+198
|
+14%
|
|
|
2027
|
Canal Capital Management
Richmond,
Virginia
|
$371K
|
-$18K
|
-66
|
-4%
|
|
|
2028
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$371K
|
-$15.6K
|
-57
|
-3%
|
|
|
2029
|
Hamilton Capital
Columbus,
Ohio
|
$371K
|
+$9.83K
|
+36
|
+2%
|
|
|
2030
|
Merlin Capital
Newport,
Rhode Island
|
$370K
|
–
|
–
|
–
|
|
|
2031
|
|
$370K
|
–
|
–
|
–
|
|
|
2032
|
Beam Wealth Advisors
Covington,
Louisiana
|
$370K
|
+$17.2K
|
+63
|
+4%
|
|
|
2033
|
|
$370K
|
+$49.1K
|
+180
|
+12%
|
|
|
2034
|
Alaethes Wealth
Glenbrook,
Nevada
|
$368K
|
+$139K
|
+510
|
+45%
|
|
|
2035
|
|
$368K
|
+$189K
|
+693
|
+73%
|
|
|
2036
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$367K
|
-$498K
|
-1,824
|
-53%
|
|
|
2037
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$366K
|
-$550K
|
-2,016
|
-55%
|
|
|
2038
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$366K
|
+$445K
|
+1,632
|
New
|
|
|
2039
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$363K
|
-$123K
|
-450
|
-22%
|
|
|
2040
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$362K
|
+$150K
|
+549
|
+52%
|
|
|
2041
|
Retirement Solution
Redmond,
Washington
|
$362K
|
+$440K
|
+1,611
|
New
|
|
|
2042
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$361K
|
+$439K
|
+1,608
|
New
|
|
|
2043
|
YorkBridge Wealth Partners
New York
|
$360K
|
-$13.1K
|
-48
|
-3%
|
|
|
2044
|
Regal Wealth Group
Seal Beach,
California
|
$360K
|
-$4.09K
|
-15
|
-0.9%
|
|
|
2045
|
Partners in Financial Planning
Salem,
Virginia
|
$360K
|
+$655K
|
+2,400
|
+200%
|
|
|
2046
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$359K
|
+$61.4K
|
+225
|
+16%
|
|
|
2047
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$358K
|
+$819
|
+3
|
+0.2%
|
|
|
2048
|
Dash Acquisitions
Woodland Hills,
California
|
$358K
|
+$40.9K
|
+150
|
+10%
|
|
|
2049
|
RWA Wealth Partners
Newton,
Massachusetts
|
$358K
|
+$102K
|
+375
|
+31%
|
|
|
2050
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$357K
|
-$32.8K
|
-120
|
-7%
|
|
