|
2026
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$257K
|
–
|
–
|
–
|
|
|
2027
|
Strategic Wealth Partners
Independence,
Ohio
|
$257K
|
+$10.1K
|
+136
|
+4%
|
|
|
2028
|
Horizon Investment Services
Hammond,
Indiana
|
$256K
|
–
|
–
|
–
|
|
|
2029
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
2030
|
CVA Family Office
Denver,
Colorado
|
$256K
|
+$158K
|
+2,124
|
+148%
|
|
|
2031
|
First Long Island Investors
Jericho,
New York
|
$256K
|
–
|
–
|
–
|
|
|
2032
|
Denver Wealth Management
Denver,
Colorado
|
$255K
|
–
|
–
|
–
|
|
|
2033
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$255K
|
+$297
|
+4
|
+0.1%
|
|
|
2034
|
Enzi Wealth
Austin,
Texas
|
$255K
|
+$297
|
+4
|
+0.1%
|
|
|
2035
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$255K
|
-$836K
|
-11,252
|
-76%
|
|
|
2036
|
E.S. Barr & Co
Lexington,
Kentucky
|
$254K
|
–
|
–
|
–
|
|
|
2037
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$254K
|
–
|
–
|
–
|
|
|
2038
|
Code Waechter
Tampa,
Florida
|
$254K
|
+$263K
|
+3,536
|
New
|
|
|
2039
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$254K
|
+$263K
|
+3,536
|
New
|
|
|
2040
|
First Financial Bankshares
Abilene,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
2041
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$253K
|
+$137K
|
+1,844
|
+105%
|
|
|
2042
|
Team Hewins
Redwood City,
California
|
$252K
|
-$5.65K
|
-76
|
-2%
|
|
|
2043
|
Fiduciary Group
Savannah,
Georgia
|
$252K
|
–
|
–
|
–
|
|
|
2044
|
Prasad Wealth Partners
Independence,
Ohio
|
$250K
|
+$594
|
+8
|
+0.2%
|
|
|
2045
|
Silver Grove Financial Group
Orchard Park,
New York
|
$249K
|
+$258K
|
+3,472
|
New
|
|
|
2046
|
Basso Capital Management
Stamford,
Connecticut
|
$249K
|
–
|
–
|
–
|
|
|
2047
|
Gibson Wealth Advisors
Tyler,
Texas
|
$249K
|
–
|
–
|
–
|
|
|
2048
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$248K
|
-$149K
|
-2,004
|
-7%
|
|
|
2049
|
Ellsworth Advisors
Hudson,
Ohio
|
$248K
|
+$892
|
+12
|
+0.3%
|
|
|
2050
|
Tradewinds LLC
Raleigh,
North Carolina
|
$247K
|
+$712K
|
+9,588
|
+300%
|
|
