|
2026
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$562万
|
-$4.6万
|
-148
|
-0.9%
|
|
|
2027
|
Affinity Wealth Management
Wilmington,
Delaware
|
$561万
|
–
|
–
|
–
|
|
|
2028
|
Tiemann Investment Advisors
Menlo Park,
California
|
$560万
|
-$8.7万
|
-280
|
-2%
|
|
|
2029
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$560万
|
-$42.4万
|
-1,365
|
-7%
|
|
|
2030
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$560万
|
-$19.6万
|
-632
|
-4%
|
|
|
2031
|
William Blair Investment Management
Chicago,
Illinois
|
$559万
|
-$108万
|
-3,474
|
-17%
|
|
|
2032
|
Jessup Wealth Management
Dayton,
Ohio
|
$558万
|
-$12.7万
|
-410
|
-2%
|
|
|
2033
|
Natural Investments
Windsor,
California
|
$558万
|
+$15.2万
|
+490
|
+3%
|
|
|
2034
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$557万
|
-$16.9万
|
-543
|
-3%
|
|
|
2035
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$557万
|
+$67.8万
|
+2,184
|
+15%
|
|
|
2036
|
Leeward Financial Partners
Bellevue,
Washington
|
$556万
|
+$27万
|
+868
|
+5%
|
|
|
2037
|
Triveni Capital Investments
Stamford,
Connecticut
|
$556万
|
-$229万
|
-7,384
|
-30%
|
|
|
2038
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$556万
|
-$47.4万
|
-1,526
|
-8%
|
|
|
2039
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$555万
|
-$69.3万
|
-2,230
|
-12%
|
|
|
2040
|
Bank OZK
Little Rock,
Arkansas
|
$555万
|
-$13.8万
|
-445
|
-3%
|
|
|
2041
|
Boltwood Capital Management
Walnut Creek,
California
|
$555万
|
-$1.18万
|
-38
|
-0.2%
|
|
|
2042
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$554万
|
-$6.21万
|
-200
|
-1%
|
|
|
2043
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$554万
|
-$2.42万
|
-78
|
-0.5%
|
|
|
2044
|
NWF Advisory Services
Los Angeles,
California
|
$553万
|
+$4.94万
|
+159
|
+1%
|
|
|
2045
|
Bay Colony Advisors
Concord,
Massachusetts
|
$552万
|
-$5,590
|
-18
|
-0.1%
|
|
|
2046
|
Prosperitas Financial
Valencia,
California
|
$551万
|
+$44.8万
|
+1,442
|
+9%
|
|
|
2047
|
Harvey Investment Company
Louisville,
Kentucky
|
$551万
|
-$64.3万
|
-2,070
|
-11%
|
|
|
2048
|
PCM Encore
Aspen,
Colorado
|
$550万
|
+$9,316
|
+30
|
+0.2%
|
|
|
2049
|
3Chopt Investment Partners
Richmond,
Virginia
|
$549万
|
-$26.1万
|
-842
|
-5%
|
|
|
2050
|
Investment Advisory Services
The Woodlands,
Texas
|
$547万
|
+$3,727
|
+12
|
+0.1%
|
|
