|
2026
|
Everhart Financial Group
Dublin,
Ohio
|
$2.31M
|
+$191K
|
+696
|
+9%
|
|
|
2027
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.31M
|
+$34K
|
+124
|
+1%
|
|
|
2028
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$2.3M
|
-$43K
|
-157
|
-2%
|
|
|
2029
|
My Legacy Advisors
Bend,
Oregon
|
$2.3M
|
-$314K
|
-1,145
|
-12%
|
|
|
2030
|
Mattson Financial Services
Kentwood,
Michigan
|
$2.3M
|
+$2.4M
|
+8,763
|
New
|
|
|
2031
|
PFW Advisors
Atlanta,
Georgia
|
$2.29M
|
-$85.2K
|
-311
|
-3%
|
|
|
2032
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.29M
|
-$34.3K
|
-125
|
-1%
|
|
|
2033
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$2.28M
|
+$92.4K
|
+337
|
+4%
|
|
|
2034
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$2.28M
|
–
|
–
|
–
|
|
|
2035
|
Cooper Financial Group
Irvine,
California
|
$2.28M
|
+$42.2K
|
+154
|
+2%
|
|
|
2036
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.27M
|
-$100K
|
-366
|
-4%
|
|
|
2037
|
Forum Financial Management
Lombard,
Illinois
|
$2.27M
|
-$1.03M
|
-3,771
|
-30%
|
|
|
2038
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2.27M
|
+$20.6K
|
+75
|
+0.9%
|
|
|
2039
|
Parnassus Investments
San Francisco,
California
|
$2.26M
|
+$450K
|
+1,640
|
+24%
|
|
|
2040
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.25M
|
+$68.2K
|
+249
|
+3%
|
|
|
2041
|
Ellsworth Advisors
Hudson,
Ohio
|
$2.25M
|
+$82K
|
+299
|
+4%
|
|
|
2042
|
First Nebraska Trust
Lincoln,
Nebraska
|
$2.25M
|
–
|
–
|
–
|
|
|
2043
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.25M
|
-$100K
|
-365
|
-4%
|
|
|
2044
|
SkyOak Wealth
Southfield,
Michigan
|
$2.24M
|
–
|
–
|
–
|
|
|
2045
|
Terra Nova Asset Management
New York
|
$2.23M
|
-$88.5K
|
-323
|
-4%
|
|
|
2046
|
Savoie Capital
Chicago,
Illinois
|
$2.23M
|
–
|
–
|
–
|
|
|
2047
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$2.23M
|
–
|
–
|
–
|
|
|
2048
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$2.23M
|
-$57.6K
|
-210
|
-2%
|
|
|
2049
|
Gray Wealth Management
Bangor,
Maine
|
$2.23M
|
+$23.3K
|
+85
|
+1%
|
|
|
2050
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$2.22M
|
-$476K
|
-1,735
|
-17%
|
|
