|
2026
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
2027
|
Summit Wealth Group
White River Junction,
Vermont
|
$231K
|
–
|
–
|
–
|
|
|
2028
|
Independent Wealth Network
Urbandale,
Iowa
|
$230K
|
+$22.2K
|
+111
|
+10%
|
|
|
2029
|
Beck Mack & Oliver
New York
|
$230K
|
+$245K
|
+1,225
|
New
|
|
|
2030
|
Aljian Capital Management
Carson City,
Nevada
|
$229K
|
-$1.2K
|
-6
|
-0.5%
|
|
|
2031
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$229K
|
+$244K
|
+1,219
|
New
|
|
|
2032
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$228K
|
–
|
–
|
–
|
|
|
2033
|
Monterey Private Wealth
Monterey,
California
|
$228K
|
+$8.99K
|
+45
|
+4%
|
|
|
2034
|
Rossby Financial
Melbourne,
Florida
|
$227K
|
+$242K
|
+1,211
|
New
|
|
|
2035
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$227K
|
+$4K
|
+20
|
+2%
|
|
|
2036
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$226K
|
+$239K
|
+1,197
|
+13,300%
|
|
|
2037
|
Duncker Streett & Co
St. Louis,
Missouri
|
$226K
|
+$21.8K
|
+109
|
+10%
|
|
|
2038
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$226K
|
+$241K
|
+1,207
|
New
|
|
|
2039
|
Sunflower Bank
Dallas,
Texas
|
$226K
|
+$241K
|
+1,205
|
New
|
|
|
2040
|
Augustine Asset Management
Jacksonville,
Florida
|
$226K
|
+$12K
|
+60
|
+5%
|
|
|
2041
|
Trivium Point Advisory
Westport,
Connecticut
|
$225K
|
+$36.2K
|
+181
|
+18%
|
|
|
2042
|
Ransom Advisory
Providence,
Rhode Island
|
$225K
|
–
|
–
|
–
|
|
|
2043
|
Drum Hill Capital
Westport,
Connecticut
|
$225K
|
+$240K
|
+1,200
|
New
|
|
|
2044
|
Prudent Man Advisors
Naperville,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
2045
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$224K
|
+$9.79K
|
+49
|
+4%
|
|
|
2046
|
Intrust Bank
Wichita,
Kansas
|
$224K
|
–
|
–
|
–
|
|
|
2047
|
LVM Capital Management
Portage,
Michigan
|
$224K
|
+$238K
|
+1,193
|
New
|
|
|
2048
|
Fortem Financial Group
Palm Desert,
California
|
$223K
|
–
|
–
|
–
|
|
|
2049
|
Enzi Wealth
Austin,
Texas
|
$223K
|
+$7K
|
+35
|
+3%
|
|
|
2050
|
Wealthquest
Cincinnati,
Ohio
|
$222K
|
+$6.2K
|
+31
|
+3%
|
|
