|
2026
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$1.26M
|
+$626K
|
+1,225
|
+104%
|
|
|
2027
|
MCF Advisors
Covington,
Kentucky
|
$1.26M
|
-$89.5K
|
-175
|
-7%
|
|
|
2028
|
L.J. Altfest & Co
New York
|
$1.26M
|
-$271K
|
-530
|
-18%
|
|
|
2029
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.26M
|
-$189K
|
-370
|
-13%
|
|
|
2030
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.26M
|
+$169K
|
+330
|
+16%
|
|
|
2031
|
Financial Engines Advisors
Santa Clara,
California
|
$1.26M
|
-$735K
|
-1,437
|
-37%
|
|
|
2032
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.25M
|
-$4.6K
|
-9
|
-0.4%
|
|
|
2033
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.25M
|
-$166K
|
-324
|
-12%
|
|
|
2034
|
Financial Network Wealth Management
Draper,
Utah
|
$1.25M
|
-$130K
|
-255
|
-10%
|
|
|
2035
|
American Money Management
Rancho Santa Fe,
California
|
$1.25M
|
-$9.71K
|
-19
|
-0.8%
|
|
|
2036
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.25M
|
-$247K
|
-483
|
-14%
|
|
|
2037
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$1.24M
|
-$769K
|
-1,505
|
-39%
|
|
|
2038
|
Precedent Wealth Partners
Houston,
Texas
|
$1.24M
|
+$292K
|
+572
|
+32%
|
|
|
2039
|
Crews Bank & Trust
Wauchula,
Florida
|
$1.24M
|
+$2.56K
|
+5
|
+0.2%
|
|
|
2040
|
|
$1.24M
|
-$6.65K
|
-13
|
-0.5%
|
|
|
2041
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$157K
|
-308
|
-12%
|
|
|
2042
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$1.24M
|
–
|
–
|
–
|
|
|
2043
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$1.23M
|
–
|
–
|
–
|
|
|
2044
|
Lokken Investment Group
Lewes,
Delaware
|
$1.23M
|
+$18.4K
|
+36
|
+2%
|
|
|
2045
|
Opinicus Capital
Tampa,
Florida
|
$1.23M
|
+$113K
|
+221
|
+10%
|
|
|
2046
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.22M
|
-$17.4K
|
-34
|
-1%
|
|
|
2047
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$1.22M
|
+$21K
|
+41
|
+2%
|
|
|
2048
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.22M
|
-$59.3K
|
-116
|
-5%
|
|
|
2049
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$1.22M
|
+$386K
|
+755
|
+48%
|
|
|
2050
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.22M
|
-$95.6K
|
-187
|
-7%
|
|
