|
2026
|
Curio Wealth
Annapolis,
Maryland
|
$51.7K
|
-$50.6K
|
-212
|
-99%
|
|
|
2027
|
ESL Trust Services
Rochester,
New York
|
$51.2K
|
–
|
–
|
–
|
|
|
2028
|
Main Management
San Francisco,
California
|
$51K
|
–
|
–
|
–
|
|
|
2029
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$48.1K
|
+$51.8K
|
+217
|
New
|
|
|
2030
|
Acima Private Wealth
Richmond,
Virginia
|
$48.1K
|
–
|
–
|
–
|
|
|
2031
|
Rossby Financial
Melbourne,
Florida
|
$47.3K
|
+$52.5K
|
+220
|
New
|
|
|
2032
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$47.1K
|
+$239
|
+1
|
+0.5%
|
|
|
2033
|
Kiker Wealth Management
Jasper,
Georgia
|
$46.8K
|
–
|
–
|
–
|
|
|
2034
|
Financial Perspectives
Minneapolis,
Minnesota
|
$46.8K
|
+$3.82K
|
+16
|
+8%
|
|
|
2035
|
Rakuten Securities
Tokyo,
Japan
|
$45.5K
|
-$135K
|
-567
|
-73%
|
|
|
2036
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$45K
|
+$48.7K
|
+204
|
New
|
|
|
2037
|
Winnow Wealth
Waco,
Texas
|
$44.9K
|
+$239
|
+1
|
+0.5%
|
|
|
2038
|
Anderson Financial Strategies
Dayton,
Ohio
|
$44.4K
|
+$47.8K
|
+200
|
New
|
|
|
2039
|
Wood Tarver Financial Group
Boise,
Idaho
|
$43.9K
|
–
|
–
|
–
|
|
|
2040
|
Byrne Asset Management
Kingston,
New Jersey
|
$43.5K
|
+$46.8K
|
+196
|
New
|
|
|
2041
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$43.3K
|
–
|
–
|
–
|
|
|
2042
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
2043
|
ORG Partners
Roanoke,
Indiana
|
$40.9K
|
-$287K
|
-1,200
|
-87%
|
|
|
2044
|
Toth Financial Advisory
Leesburg,
Virginia
|
$39.8K
|
-$21.3K
|
-89
|
-33%
|
|
|
2045
|
PSI Advisors
Tampa,
Florida
|
$38.8K
|
-$75.9K
|
-318
|
-65%
|
|
|
2046
|
American National Bank & Trust
Wichita Falls,
Texas
|
$37.9K
|
-$2.15K
|
-9
|
-5%
|
|
|
2047
|
Flaharty Asset Management
Clearwater,
Florida
|
$37.7K
|
+$40.6K
|
+170
|
New
|
|
|
2048
|
Pin Oak Investment Advisors
Houston,
Texas
|
$37K
|
–
|
–
|
–
|
|
|
2049
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$35.9K
|
-$44.2K
|
-185
|
-53%
|
|
|
2050
|
Evelyn Partners Investment Management
London,
|
$35.5K
|
–
|
–
|
–
|
|
