|
2026
|
Newport Wealth Strategies
Irvine,
California
|
$608K
|
+$23.2K
|
+400
|
+4%
|
|
|
2027
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$608K
|
+$213K
|
+3,664
|
+56%
|
|
|
2028
|
Bienville Capital Management
New York
|
$607K
|
+$378K
|
+6,500
|
+176%
|
|
|
2029
|
First Citizens Financial Corp
Mason City,
Iowa
|
$606K
|
-$35.3K
|
-607
|
-6%
|
|
|
2030
|
HBW Advisory Services
Simi Valley,
California
|
$604K
|
+$325K
|
+5,599
|
+123%
|
|
|
2031
|
JSF Financial
Los Angeles,
California
|
$603K
|
+$35.4K
|
+609
|
+6%
|
|
|
2032
|
Ballast Inc
Lexington,
Kentucky
|
$601K
|
-$8.6K
|
-148
|
-1%
|
|
|
2033
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$601K
|
+$11.6K
|
+200
|
+2%
|
|
|
2034
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$599K
|
+$32.4K
|
+557
|
+6%
|
|
|
2035
|
Gilbert & Cook
West Des Moines,
Iowa
|
$597K
|
+$38.7K
|
+666
|
+7%
|
|
|
2036
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$596K
|
+$10.4K
|
+179
|
+2%
|
|
|
2037
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$595K
|
-$12.4K
|
-214
|
-2%
|
|
|
2038
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$594K
|
-$60.5K
|
-1,042
|
-9%
|
|
|
2039
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$593K
|
+$48.4K
|
+833
|
+9%
|
|
|
2040
|
Berkeley Capital Partners
Milton,
Georgia
|
$591K
|
-$238K
|
-4,092
|
-29%
|
|
|
2041
|
Edgewood Management
Greenwich,
Connecticut
|
$590K
|
-$489K
|
-8,415
|
-46%
|
|
|
2042
|
Arax Advisory Partners
Denver,
Colorado
|
$590K
|
-$103K
|
-1,769
|
-15%
|
|
|
2043
|
Mattern Wealth Management
Lawrence,
Kansas
|
$590K
|
-$6.97K
|
-120
|
-1%
|
|
|
2044
|
Affiance Financial
St. Louis Park,
Minnesota
|
$590K
|
–
|
–
|
–
|
|
|
2045
|
Founders Financial Securities
Towson,
Maryland
|
$590K
|
+$576K
|
+9,919
|
New
|
|
|
2046
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$589K
|
-$17.6K
|
-303
|
-3%
|
|
|
2047
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$589K
|
+$10.9K
|
+188
|
+2%
|
|
|
2048
|
KCS Wealth Advisory
Los Angeles,
California
|
$588K
|
-$9.64K
|
-166
|
-2%
|
|
|
2049
|
MCF Advisors
Covington,
Kentucky
|
$587K
|
+$91.2K
|
+1,570
|
+19%
|
|
|
2050
|
SRB Corp
Boston,
Massachusetts
|
$586K
|
+$57.6K
|
+991
|
+11%
|
|
