|
2026
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$11.9M
|
+$307K
|
+1,341
|
+3%
|
|
|
2027
|
|
$11.9M
|
-$49.1M
|
-214,553
|
-81%
|
|
|
2028
|
Pursue Wealth Partners
Clayton,
California
|
$11.9M
|
+$5.48M
|
+23,974
|
+87%
|
|
|
2029
|
Citizens Business Bank
Ontario,
California
|
$11.9M
|
+$207K
|
+906
|
+2%
|
|
|
2030
|
Siren LLC
Greenwich,
Connecticut
|
$11.9M
|
-$1.6M
|
-7,000
|
-12%
|
|
|
2031
|
Coppell Advisory Solutions
Coppell,
Texas
|
$11.9M
|
+$1.41M
|
+6,168
|
+14%
|
|
|
2032
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$11.9M
|
+$2.97K
|
+13
|
+0%
|
|
|
2033
|
Z3 Capital Partners
Richmond,
Virginia
|
$11.9M
|
+$11.8M
|
+51,369
|
New
|
|
|
2034
|
Titan Wealth
St Peter Port,
|
$11.8M
|
+$11.7M
|
+51,295
|
New
|
|
|
2035
|
Advisor OS
Chicago,
Illinois
|
$11.8M
|
+$170K
|
+742
|
+1%
|
|
|
2036
|
Tempo Wealth
Independence,
Ohio
|
$11.8M
|
+$11.7M
|
+51,175
|
New
|
|
|
2037
|
Conning Inc
Hartford,
Connecticut
|
$11.8M
|
-$1.05M
|
-4,573
|
-8%
|
|
|
2038
|
Triad Wealth Partners
Lawrence,
Kansas
|
$11.8M
|
+$2.05M
|
+8,975
|
+21%
|
|
|
2039
|
HBW Advisory Services
Simi Valley,
California
|
$11.8M
|
-$215K
|
-938
|
-2%
|
|
|
2040
|
KPP Advisory Services
Louisville,
Kentucky
|
$11.8M
|
+$125K
|
+548
|
+1%
|
|
|
2041
|
Evermay Wealth Management
Arlington,
Virginia
|
$11.8M
|
-$1.89M
|
-8,267
|
-14%
|
|
|
2042
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.8M
|
+$159K
|
+697
|
+1%
|
|
|
2043
|
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
$11.8M
|
-$3.28M
|
-14,340
|
-22%
|
|
|
2044
|
Capital Performance Advisors
Walnut Creek,
California
|
$11.8M
|
+$5.18M
|
+22,662
|
+80%
|
|
|
2045
|
LVW Advisors
Pittsford,
New York
|
$11.7M
|
+$225K
|
+984
|
+2%
|
|
|
2046
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$11.7M
|
+$554K
|
+2,423
|
+5%
|
|
|
2047
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$11.7M
|
+$248K
|
+1,085
|
+2%
|
|
|
2048
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.7M
|
-$61.8K
|
-270
|
-0.5%
|
|
|
2049
|
Brant Point Investment Management
New York
|
$11.7M
|
–
|
–
|
–
|
|
|
2050
|
Ketron Financial
Novato,
California
|
$11.7M
|
+$11.6M
|
+50,539
|
New
|
|
