|
2026
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1.45K
|
–
|
–
|
–
|
|
|
2027
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$490
|
-12
|
-67%
|
|
|
2028
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1K
|
+$694
|
+17
|
New
|
|
|
2029
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$961
|
–
|
–
|
–
|
|
|
2030
|
PSI Advisors
Tampa,
Florida
|
$919
|
–
|
–
|
–
|
|
|
2031
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$914
|
+$204
|
+5
|
+29%
|
|
|
2032
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$710
|
-$3.39K
|
-83
|
-83%
|
|
|
2033
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$668
|
+$408
|
+10
|
+167%
|
|
|
2034
|
Twin Tree Management
Dallas,
Texas
|
$668
|
+$653
|
+16
|
New
|
|
|
2035
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$543
|
+$531
|
+13
|
New
|
|
|
2036
|
Bare Financial Services
Gap,
Pennsylvania
|
$337
|
+$326
|
+8
|
New
|
|
|
2037
|
Allianz Asset Management
Munich,
Germany
|
$292
|
+$41
|
+1
|
+17%
|
|
|
2038
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$269
|
-$1.75K
|
-43
|
-88%
|
|
|
2039
|
SYM Financial Corp
Winona Lake,
Indiana
|
$219
|
–
|
–
|
–
|
|
|
2040
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$69
|
–
|
–
|
–
|
|
|
2041
|
Davidson Investment Advisors
Great Falls,
Montana
|
–
|
-$19.7M
|
-480,490
|
Closed
|
|
|
2042
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
–
|
-$16M
|
-388,098
|
Closed
|
|
|
2043
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$11.6M
|
-281,604
|
Closed
|
|
|
2044
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$9.97M
|
-242,639
|
Closed
|
|
|
2045
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
–
|
-$9.87M
|
-240,088
|
Closed
|
|
|
2046
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$9.82M
|
-239,019
|
Closed
|
|
|
2047
|
ING Group
Amsterdam,
Netherlands
|
–
|
-$9.22M
|
-224,300
|
Closed
|
|
|
2048
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$8.2M
|
-199,616
|
Closed
|
|
|
2049
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$7.7M
|
-187,393
|
Closed
|
|
|
2050
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
–
|
-$6.96M
|
-169,317
|
Closed
|
|
