|
2026
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$852K
|
+$53.3K
|
+155
|
+7%
|
|
|
2027
|
Old Port Advisors
Portland,
Maine
|
$851K
|
-$41.3K
|
-120
|
-5%
|
|
|
2028
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$851K
|
-$30.2M
|
-87,800
|
-97%
|
|
|
2029
|
Swisher Financial Concepts
Westerville,
Ohio
|
$851K
|
+$8.95K
|
+26
|
+1%
|
|
|
2030
|
Atlas Brown
Louisville,
Kentucky
|
$849K
|
–
|
–
|
–
|
|
|
2031
|
Stephens Investment Management Group
Houston,
Texas
|
$848K
|
-$28.2K
|
-82
|
-3%
|
|
|
2032
|
Larson Financial Group
St Louis,
Missouri
|
$846K
|
+$4.13K
|
+12
|
+0.5%
|
|
|
2033
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$845K
|
+$47.1K
|
+137
|
+6%
|
|
|
2034
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$845K
|
-$654K
|
-1,900
|
-43%
|
|
|
2035
|
Lee Financial
Dallas,
Texas
|
$845K
|
+$860K
|
+2,498
|
New
|
|
|
2036
|
Advisors Preferred
Rockville,
Maryland
|
$845K
|
+$386K
|
+1,122
|
+81%
|
|
|
2037
|
Genesis Private Wealth
Ashburn,
Virginia
|
$843K
|
+$17.6K
|
+51
|
+2%
|
|
|
2038
|
West Paces Advisors
Atlanta,
Georgia
|
$840K
|
+$334K
|
+970
|
+64%
|
|
|
2039
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$840K
|
+$23.7K
|
+69
|
+3%
|
|
|
2040
|
Westmount Partners
Los Angeles,
California
|
$838K
|
+$105K
|
+305
|
+14%
|
|
|
2041
|
Fielder Capital Group
Nashville,
Tennessee
|
$835K
|
–
|
–
|
–
|
|
|
2042
|
Continental Investors Services
Longview,
Washington
|
$835K
|
–
|
–
|
–
|
|
|
2043
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$834K
|
-$59.2K
|
-172
|
-7%
|
|
|
2044
|
Physician Wealth Advisors
Midvale,
Utah
|
$832K
|
+$34.8K
|
+101
|
+4%
|
|
|
2045
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$829K
|
+$3.1K
|
+9
|
+0.4%
|
|
|
2046
|
Activest Wealth Management
Aventure,
Florida
|
$829K
|
+$31.3K
|
+91
|
+4%
|
|
|
2047
|
Providence First Trust
Scottsdale,
Arizona
|
$828K
|
+$68.1K
|
+198
|
+9%
|
|
|
2048
|
Fiduciary Financial Group
San Rafael,
California
|
$827K
|
+$270K
|
+785
|
+47%
|
|
|
2049
|
Goelzer Investment Management
Carmel,
Indiana
|
$825K
|
-$5.51K
|
-16
|
-0.7%
|
|
|
2050
|
one8zero8 LLC
Greensboro,
North Carolina
|
$824K
|
–
|
–
|
–
|
|
