|
2026
|
Hantz Financial Services
Southfield,
Michigan
|
$181K
|
+$8.9K
|
+124
|
+5%
|
|
|
2027
|
United Community Bank
Greenville,
South Carolina
|
$181K
|
+$177K
|
+2,460
|
New
|
|
|
2028
|
Red Lighthouse Investment Management
New York
|
$180K
|
–
|
–
|
–
|
|
|
2029
|
|
$179K
|
–
|
–
|
–
|
|
|
2030
|
Rice Partnership
Honolulu,
Hawaii
|
$175K
|
+$134K
|
+1,864
|
+361%
|
|
|
2031
|
Solstein Capital
Menlo Park,
California
|
$174K
|
–
|
–
|
–
|
|
|
2032
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$174K
|
–
|
–
|
–
|
|
|
2033
|
Clean Yield Group
Norwich,
Vermont
|
$167K
|
–
|
–
|
–
|
|
|
2034
|
Realta Investment Advisors
Wilmington,
Delaware
|
$165K
|
+$60K
|
+836
|
+59%
|
|
|
2035
|
Reyes Financial Architecture
San Diego,
California
|
$151K
|
–
|
–
|
–
|
|
|
2036
|
New Millennium Group
Sandy,
Utah
|
$147K
|
-$4.31K
|
-60
|
-3%
|
|
|
2037
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$147K
|
+$16.9K
|
+236
|
+13%
|
|
|
2038
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$146K
|
+$575
|
+8
|
+0.4%
|
|
|
2039
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$144K
|
+$575
|
+8
|
+0.4%
|
|
|
2040
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$142K
|
+$23.8K
|
+332
|
+21%
|
|
|
2041
|
Ceeto Capital Group
Coral Gables,
Florida
|
$142K
|
+$138K
|
+1,924
|
New
|
|
|
2042
|
SBI Securities
Tokyo,
Japan
|
$139K
|
-$287
|
-4
|
-0.2%
|
|
|
2043
|
Family Management
New York
|
$138K
|
–
|
–
|
–
|
|
|
2044
|
Main Management
San Francisco,
California
|
$135K
|
–
|
–
|
–
|
|
|
2045
|
DecisionPoint Financial
Mesa,
Arizona
|
$134K
|
-$1.72K
|
-24
|
-1%
|
|
|
2046
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$131K
|
-$7.18K
|
-100
|
-5%
|
|
|
2047
|
IMG Wealth Management
Jacksonville,
Florida
|
$130K
|
-$2.01K
|
-28
|
-2%
|
|
|
2048
|
Front Row Advisors
Tiburon,
California
|
$129K
|
+$1.15K
|
+16
|
+0.9%
|
|
|
2049
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$129K
|
–
|
–
|
–
|
|
|
2050
|
Richardson Financial Services
Medway,
Massachusetts
|
$128K
|
-$16.7K
|
-232
|
-12%
|
|
