|
2026
|
EPIQ Partners
Minneapolis,
Minnesota
|
$335K
|
–
|
–
|
–
|
|
|
2027
|
United Bank (Virginia)
Vienna,
Virginia
|
$335K
|
–
|
–
|
–
|
|
|
2028
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$334K
|
+$1.62K
|
+20
|
+0.5%
|
|
|
2029
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$334K
|
-$100K
|
-1,234
|
-24%
|
|
|
2030
|
Vaughan David Investments
Peoria,
Illinois
|
$333K
|
-$52.2K
|
-644
|
-14%
|
|
|
2031
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$333K
|
-$2.68K
|
-33
|
-0.8%
|
|
|
2032
|
10Elms LLP
Tulsa,
Oklahoma
|
$333K
|
–
|
–
|
–
|
|
|
2033
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$332K
|
+$321K
|
+3,964
|
New
|
|
|
2034
|
Triad Wealth Partners
Lawrence,
Kansas
|
$332K
|
+$71.8K
|
+886
|
+29%
|
|
|
2035
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$332K
|
+$7.38K
|
+91
|
+2%
|
|
|
2036
|
First Financial Group
Raleigh,
North Carolina
|
$331K
|
+$3K
|
+37
|
+0.9%
|
|
|
2037
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$331K
|
+$41.9K
|
+517
|
+15%
|
|
|
2038
|
Ariadne Wealth Management
Santa Barbara,
California
|
$329K
|
-$75K
|
-925
|
-19%
|
|
|
2039
|
Optivise Advisory Services
Franklin,
Tennessee
|
$328K
|
+$62K
|
+765
|
+24%
|
|
|
2040
|
Financial Network Wealth Advisors
Murray,
Utah
|
$328K
|
+$7.14K
|
+88
|
+2%
|
|
|
2041
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$328K
|
+$62.1K
|
+766
|
+24%
|
|
|
2042
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$327K
|
–
|
–
|
–
|
|
|
2043
|
Bell Investment Advisors
Oakland,
California
|
$326K
|
-$3.97K
|
-49
|
-1%
|
|
|
2044
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$326K
|
-$42.4K
|
-523
|
-12%
|
|
|
2045
|
Granite Harbor Advisors
Houston,
Texas
|
$326K
|
+$11.5K
|
+142
|
+4%
|
|
|
2046
|
JGP Wealth Management
Bend,
Oregon
|
$326K
|
+$46.6K
|
+575
|
+17%
|
|
|
2047
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$325K
|
+$60.6K
|
+747
|
+24%
|
|
|
2048
|
Old Mission Investment Co
Traverse City,
Michigan
|
$325K
|
+$73.8K
|
+910
|
+31%
|
|
|
2049
|
Cooper Capital Advisors
Encinitas,
California
|
$324K
|
–
|
–
|
–
|
|
|
2050
|
Madrona Financial Services
Everett,
Washington
|
$324K
|
+$2.6K
|
+32
|
+0.8%
|
|
