|
2026
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$394K
|
+$399K
|
+9,117
|
New
|
|
|
2027
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$393K
|
+$398K
|
+9,090
|
New
|
|
|
2028
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$392K
|
-$175K
|
-3,990
|
-31%
|
|
|
2029
|
Bremer Bank National Association
St Paul,
Minnesota
|
$392K
|
-$152K
|
-3,480
|
-28%
|
|
|
2030
|
Montgomery Investment Management
Rockville,
Maryland
|
$390K
|
–
|
–
|
–
|
|
|
2031
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$390K
|
+$1.58K
|
+36
|
+0.4%
|
|
|
2032
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$389K
|
-$131
|
-3
|
-0%
|
|
|
2033
|
Braun Stacey Associates
New York
|
$389K
|
–
|
–
|
–
|
|
|
2034
|
Willner & Heller
Encino,
California
|
$389K
|
+$12.2K
|
+279
|
+3%
|
|
|
2035
|
Legal Advantage Investments
Los Altos Hills,
California
|
$389K
|
+$394K
|
+9,000
|
New
|
|
|
2036
|
Oxford Financial Group
Carmel,
Indiana
|
$388K
|
-$24.7K
|
-564
|
-6%
|
|
|
2037
|
Norris Perne & French
Grand Rapids,
Michigan
|
$388K
|
+$25.5K
|
+582
|
+7%
|
|
|
2038
|
TAP Consulting
Kirkwood,
Missouri
|
$387K
|
-$1.36M
|
-30,939
|
-78%
|
|
|
2039
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$385K
|
-$10.6K
|
-243
|
-3%
|
|
|
2040
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$384K
|
-$49.5K
|
-1,131
|
-11%
|
|
|
2041
|
Walker Financial Services
Bowling Green,
Kentucky
|
$384K
|
-$2.23K
|
-51
|
-0.6%
|
|
|
2042
|
Grace & White Inc
Ny,
New York
|
$383K
|
–
|
–
|
–
|
|
|
2043
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$382K
|
–
|
–
|
–
|
|
|
2044
|
LVM Capital Management
Portage,
Michigan
|
$382K
|
+$133K
|
+3,030
|
+52%
|
|
|
2045
|
Virtue Capital Management
Brentwood,
Tennessee
|
$381K
|
-$77.7K
|
-1,773
|
-17%
|
|
|
2046
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$380K
|
-$21.4K
|
-489
|
-5%
|
|
|
2047
|
Grandfield & Dodd
New York
|
$380K
|
–
|
–
|
–
|
|
|
2048
|
Carson Advisory
Athens,
Georgia
|
$380K
|
+$39.6K
|
+903
|
+11%
|
|
|
2049
|
Essential Planning
Portsmouth,
New Hampshire
|
$380K
|
+$385K
|
+8,778
|
New
|
|
|
2050
|
Hardy Reed
Tupelo,
Mississippi
|
$380K
|
+$385K
|
+8,781
|
New
|
|
