|
2026
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$5.18M
|
-$716K
|
-1,785
|
-12%
|
|
|
2027
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$5.17M
|
-$155K
|
-387
|
-3%
|
|
|
2028
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$5.17M
|
+$408K
|
+1,017
|
+8%
|
|
|
2029
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$5.16M
|
-$256K
|
-638
|
-4%
|
|
|
2030
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$5.16M
|
+$942K
|
+2,349
|
+21%
|
|
|
2031
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$5.15M
|
+$5.46M
|
+13,627
|
New
|
|
|
2032
|
Chapin Davis
Baltimore,
Maryland
|
$5.14M
|
+$16K
|
+40
|
+0.3%
|
|
|
2033
|
Jefferson Bridge Capital
Nashville,
Tennessee
|
$5.14M
|
-$815K
|
-2,032
|
-13%
|
|
|
2034
|
Financial Engines Advisors
Santa Clara,
California
|
$5.13M
|
+$44.5K
|
+111
|
+0.8%
|
|
|
2035
|
Blue Line Capital
Chicago,
Illinois
|
$5.13M
|
+$1.53M
|
+3,828
|
+39%
|
|
|
2036
|
Garner Asset Management Corp
Plano,
Texas
|
$5.12M
|
-$326K
|
-813
|
-6%
|
|
|
2037
|
HMS Capital Management
Nashville,
Tennessee
|
$5.11M
|
-$160K
|
-400
|
-3%
|
|
|
2038
|
Concord Investment Counsel
Irvine,
California
|
$5.11M
|
+$28.5K
|
+71
|
+0.5%
|
|
|
2039
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$5.11M
|
-$3.17M
|
-7,909
|
-37%
|
|
|
2040
|
Mirador Capital Partners
Pleasanton,
California
|
$5.1M
|
-$21.7K
|
-54
|
-0.4%
|
|
|
2041
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$5.1M
|
-$696K
|
-1,737
|
-11%
|
|
|
2042
|
|
$5.09M
|
+$959K
|
+2,391
|
+22%
|
|
|
2043
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.08M
|
+$358K
|
+893
|
+7%
|
|
|
2044
|
Vann Equity Management
Plano,
Texas
|
$5.08M
|
-$547K
|
-1,363
|
-9%
|
|
|
2045
|
|
$5.08M
|
+$1.2M
|
+2,982
|
+29%
|
|
|
2046
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$5.07M
|
+$812K
|
+2,026
|
+18%
|
|
|
2047
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$5.07M
|
+$1.36M
|
+3,380
|
+34%
|
|
|
2048
|
KKM Financial
Chicago,
Illinois
|
$5.06M
|
+$340K
|
+848
|
+7%
|
|
|
2049
|
Peak Retirement Planning
Columbus,
Ohio
|
$5.06M
|
+$123K
|
+306
|
+2%
|
|
|
2050
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$5.05M
|
-$376K
|
-939
|
-7%
|
|
