|
2026
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$169K
|
+$82.4K
|
+405
|
+105%
|
|
|
2027
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$169K
|
+$160K
|
+789
|
New
|
|
|
2028
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$166K
|
+$157K
|
+774
|
New
|
|
|
2029
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$165K
|
+$15.3K
|
+75
|
+11%
|
|
|
2030
|
Old North State Trust
Greensboro,
North Carolina
|
$164K
|
+$2.03K
|
+10
|
+1%
|
|
|
2031
|
Lenox Wealth Advisors
New York
|
$160K
|
-$1.83K
|
-9
|
-1%
|
|
|
2032
|
Tucker Asset Management
Littleton,
Colorado
|
$156K
|
+$13.2K
|
+65
|
+10%
|
|
|
2033
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$155K
|
-$20.3K
|
-100
|
-12%
|
|
|
2034
|
American Research & Management Company
Marion,
Massachusetts
|
$155K
|
+$104K
|
+513
|
+242%
|
|
|
2035
|
Chilton Capital Management
Houston,
Texas
|
$154K
|
+$146K
|
+717
|
New
|
|
|
2036
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$154K
|
+$146K
|
+720
|
New
|
|
|
2037
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$153K
|
-$14.8K
|
-73
|
-9%
|
|
|
2038
|
Toth Financial Advisory
Leesburg,
Virginia
|
$152K
|
+$3.46K
|
+17
|
+2%
|
|
|
2039
|
Raffa Wealth Management
Washington,
District of Columbia
|
$151K
|
-$2.24K
|
-11
|
-2%
|
|
|
2040
|
First Command Bank
Fort Worth,
Texas
|
$150K
|
–
|
–
|
–
|
|
|
2041
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$150K
|
+$45.6K
|
+224
|
+47%
|
|
|
2042
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$149K
|
+$142K
|
+700
|
New
|
|
|
2043
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$147K
|
+$20.7K
|
+102
|
+17%
|
|
|
2044
|
Capstone Investment Advisors
New York
|
$144K
|
-$14.4M
|
-70,946
|
-99%
|
|
|
2045
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$144K
|
-$744K
|
-3,657
|
-84%
|
|
|
2046
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$143K
|
+$18.3K
|
+90
|
+16%
|
|
|
2047
|
State of Wyoming
Cheyenne,
Wyoming
|
$141K
|
+$134K
|
+658
|
New
|
|
|
2048
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$138K
|
-$9.36K
|
-46
|
-7%
|
|
|
2049
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$137K
|
–
|
–
|
–
|
|
|
2050
|
Canton Hathaway
Providence,
Rhode Island
|
$135K
|
–
|
–
|
–
|
|
