|
2026
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.17M
|
+$89.9K
|
+427
|
+8%
|
|
|
2027
|
Fermata Advisors
Sonoma,
California
|
$1.17M
|
+$1.16M
|
+5,534
|
New
|
|
|
2028
|
Leisure Capital Management
Costa Mesa,
California
|
$1.17M
|
+$24K
|
+114
|
+2%
|
|
|
2029
|
Royal Fund Management
Lady Lake,
Florida
|
$1.17M
|
+$220K
|
+1,043
|
+23%
|
|
|
2030
|
|
$1.16M
|
-$110K
|
-521
|
-9%
|
|
|
2031
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.16M
|
+$62.7K
|
+298
|
+6%
|
|
|
2032
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.15M
|
-$54.9K
|
-261
|
-5%
|
|
|
2033
|
Bell Bank
Fargo,
North Dakota
|
$1.15M
|
+$12.8K
|
+61
|
+1%
|
|
|
2034
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$1.15M
|
+$21K
|
+100
|
+2%
|
|
|
2035
|
First Financial Corp
Terre Haute,
Indiana
|
$1.15M
|
+$59.8K
|
+284
|
+6%
|
|
|
2036
|
Renasant Bank
Tupelo,
Mississippi
|
$1.15M
|
+$2.74K
|
+13
|
+0.2%
|
|
|
2037
|
Chicago Trust
Grayslake,
Illinois
|
$1.14M
|
-$113K
|
-536
|
-9%
|
|
|
2038
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.14M
|
+$91.4K
|
+434
|
+9%
|
|
|
2039
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.14M
|
+$6.32K
|
+30
|
+0.6%
|
|
|
2040
|
55I LLC
Boston,
Massachusetts
|
$1.14M
|
+$41.7K
|
+198
|
+4%
|
|
|
2041
|
Royal Harbor Partners
Houston,
Texas
|
$1.14M
|
+$47.4K
|
+225
|
+4%
|
|
|
2042
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.14M
|
-$32.4K
|
-154
|
-3%
|
|
|
2043
|
RBO & Co
Saint Helena,
California
|
$1.13M
|
+$43.6K
|
+207
|
+4%
|
|
|
2044
|
Alaethes Wealth
Glenbrook,
Nevada
|
$1.13M
|
+$1.12M
|
+5,326
|
New
|
|
|
2045
|
Latitude Advisors
Vero Beach,
Florida
|
$1.13M
|
-$472K
|
-2,242
|
-30%
|
|
|
2046
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$1.12M
|
+$233K
|
+1,109
|
+26%
|
|
|
2047
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.12M
|
-$42.3K
|
-201
|
-4%
|
|
|
2048
|
Dodge & Cox
San Francisco,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
2049
|
Seneca House Advisors
Richmond,
Virginia
|
$1.12M
|
-$28.8K
|
-137
|
-3%
|
|
|
2050
|
WealthShield Partners
Cary,
North Carolina
|
$1.11M
|
-$280K
|
-1,331
|
-20%
|
|
