|
2026
|
Copia Wealth Management
Bend,
Oregon
|
$14.7K
|
–
|
–
|
–
|
|
|
2027
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$14.3K
|
+$8.02K
|
+25
|
+132%
|
|
|
2028
|
Napier Financial
Braintree,
Massachusetts
|
$14.3K
|
+$14.1K
|
+44
|
New
|
|
|
2029
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$14K
|
–
|
–
|
–
|
|
|
2030
|
Dunhill Financial
London,
United Kingdom
|
$13.3K
|
+$642
|
+2
|
+5%
|
|
|
2031
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$12.7K
|
+$3.53K
|
+11
|
+39%
|
|
|
2032
|
Red Tortoise LLC
Atlanta,
Georgia
|
$12.7K
|
–
|
–
|
–
|
|
|
2033
|
Curio Wealth
Annapolis,
Maryland
|
$12.7K
|
+$642
|
+2
|
+5%
|
|
|
2034
|
Clal Insurance
Tel-Aviv,
Israel
|
$12K
|
-$963
|
-3
|
-7%
|
|
|
2035
|
Private Wealth Management Group
Princeton,
New Jersey
|
$12K
|
+$2.25K
|
+7
|
+23%
|
|
|
2036
|
Aspect Partners
Fairfax,
Virginia
|
$11.7K
|
+$963
|
+3
|
+9%
|
|
|
2037
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$11.7K
|
+$7.7K
|
+24
|
+200%
|
|
|
2038
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$11.4K
|
–
|
–
|
–
|
|
|
2039
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$11.4K
|
+$4.17K
|
+13
|
+59%
|
|
|
2040
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$11.1K
|
–
|
–
|
–
|
|
|
2041
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$11.1K
|
–
|
–
|
–
|
|
|
2042
|
Marshall Investment Management
Littleton,
Colorado
|
$11.1K
|
+$10.9K
|
+34
|
New
|
|
|
2043
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
2044
|
|
$10.4K
|
-$1.35M
|
-4,219
|
-99%
|
|
|
2045
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$10.4K
|
–
|
–
|
–
|
|
|
2046
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$10.4K
|
+$10.3K
|
+32
|
New
|
|
|
2047
|
Penserra Capital Management
Orinda,
California
|
$10K
|
–
|
–
|
–
|
|
|
2048
|
Clark Wealth Partners
O'fallon,
Illinois
|
$9.8K
|
+$3.53K
|
+11
|
+58%
|
|
|
2049
|
Hughes Financial Services
Herndon,
Virginia
|
$9.78K
|
-$321
|
-1
|
-3%
|
|
|
2050
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$9.78K
|
–
|
–
|
–
|
|
