|
2026
|
&Partners
Nashville,
Tennessee
|
$452K
|
+$25.7K
|
+884
|
+7%
|
|
|
2027
|
Financial Insights
Tacoma,
Washington
|
$452K
|
+$43.5K
|
+1,494
|
+13%
|
|
|
2028
|
Private Portfolio Partners
Paramus,
New Jersey
|
$451K
|
+$15.1K
|
+519
|
+4%
|
|
|
2029
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$450K
|
-$70.6K
|
-2,425
|
-15%
|
|
|
2030
|
Fiducient Advisors
Chicago,
Illinois
|
$450K
|
+$4.02K
|
+138
|
+1%
|
|
|
2031
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$449K
|
-$79.3K
|
-2,724
|
-17%
|
|
|
2032
|
Brandywine Trust
Hockessin,
Delaware
|
$449K
|
–
|
–
|
–
|
|
|
2033
|
Aristotle Capital Management
Los Angeles,
California
|
$448K
|
–
|
–
|
–
|
|
|
2034
|
First Trust Investment Solutions
Naples,
Florida
|
$447K
|
+$387K
|
+13,289
|
New
|
|
|
2035
|
Apexium Financial
Dallas,
Texas
|
$447K
|
+$39.9K
|
+1,371
|
+12%
|
|
|
2036
|
Private Wealth Partners
Mill Valley,
California
|
$445K
|
-$8.73K
|
-300
|
-2%
|
|
|
2037
|
Chapman Investment Management
San Anselmo,
California
|
$444K
|
+$58
|
+2
|
+0%
|
|
|
2038
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$443K
|
–
|
–
|
–
|
|
|
2039
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$443K
|
-$22.3K
|
-767
|
-6%
|
|
|
2040
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$439K
|
-$43.6K
|
-1,496
|
-10%
|
|
|
2041
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$438K
|
+$5.39K
|
+185
|
+1%
|
|
|
2042
|
Rockbridge Investment Management
Syracuse,
New York
|
$438K
|
+$379K
|
+13,018
|
New
|
|
|
2043
|
JB Capital
Wethersfield,
Connecticut
|
$438K
|
+$33.1K
|
+1,137
|
+10%
|
|
|
2044
|
Sollinda Capital Management
Miami,
Florida
|
$438K
|
+$379K
|
+13,003
|
New
|
|
|
2045
|
XTX Topco
George Town,
Cayman Islands
|
$437K
|
+$378K
|
+12,976
|
New
|
|
|
2046
|
United Capital Management of KS
Salina,
Kansas
|
$435K
|
-$98.8K
|
-3,393
|
-21%
|
|
|
2047
|
Verum Partners
Charlotte,
North Carolina
|
$435K
|
-$139K
|
-4,790
|
-27%
|
|
|
2048
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$433K
|
-$5.95M
|
-204,381
|
-94%
|
|
|
2049
|
New World Advisors
Hingham,
Massachusetts
|
$433K
|
-$42.3K
|
-1,452
|
-10%
|
|
|
2050
|
Rice Partnership
Honolulu,
Hawaii
|
$432K
|
+$34.9K
|
+1,198
|
+10%
|
|
