|
2026
|
TimeScale Financial
Danvers,
Massachusetts
|
$132K
|
+$432
|
+2
|
+0.3%
|
|
|
2027
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$131K
|
+$144K
|
+668
|
New
|
|
|
2028
|
Benson Investment Management Company
Roanoke,
Virginia
|
$129K
|
–
|
–
|
–
|
|
|
2029
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$129K
|
+$142K
|
+656
|
New
|
|
|
2030
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$128K
|
-$18.6K
|
-86
|
-12%
|
|
|
2031
|
Tarbox Family Office
Newport Beach,
California
|
$125K
|
-$9.29K
|
-43
|
-6%
|
|
|
2032
|
|
$125K
|
+$81K
|
+375
|
+144%
|
|
|
2033
|
Financial Management Professionals
Austin,
Texas
|
$124K
|
+$32.4K
|
+150
|
+31%
|
|
|
2034
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$123K
|
-$1.3K
|
-6
|
-0.9%
|
|
|
2035
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$123K
|
–
|
–
|
–
|
|
|
2036
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$122K
|
+$31.1K
|
+144
|
+30%
|
|
|
2037
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$118K
|
–
|
–
|
–
|
|
|
2038
|
Eagle Bay Advisors
New York
|
$114K
|
+$19.2K
|
+89
|
+18%
|
|
|
2039
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$113K
|
+$125K
|
+578
|
New
|
|
|
2040
|
Tradition Wealth Management
Edina,
Minnesota
|
$111K
|
-$864
|
-4
|
-0.7%
|
|
|
2041
|
Larson Financial Group
St Louis,
Missouri
|
$108K
|
-$147K
|
-682
|
-55%
|
|
|
2042
|
Column Capital Advisors
Indianapolis,
Indiana
|
$108K
|
-$216
|
-1
|
-0.2%
|
|
|
2043
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$102K
|
-$25.9K
|
-120
|
-19%
|
|
|
2044
|
America First Investment Advisors
Omaha,
Nebraska
|
$102K
|
–
|
–
|
–
|
|
|
2045
|
WFA of San Diego
San Diego,
California
|
$101K
|
+$111K
|
+513
|
New
|
|
|
2046
|
Investors Research Corp
Atlanta,
Georgia
|
$98K
|
–
|
–
|
–
|
|
|
2047
|
|
$97K
|
–
|
–
|
–
|
|
|
2048
|
Arlington Partners
Birmingham,
Alabama
|
$96K
|
+$51.2K
|
+237
|
+94%
|
|
|
2049
|
|
$90K
|
–
|
–
|
–
|
|
|
2050
|
TFC Financial Management
Boston,
Massachusetts
|
$89K
|
–
|
–
|
–
|
|
