|
2026
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$54.8K
|
+$1.11K
|
+5
|
+2%
|
|
|
2027
|
South Plains Financial
Lubbock,
Texas
|
$53.3K
|
+$49K
|
+220
|
New
|
|
|
2028
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$53.1K
|
–
|
–
|
–
|
|
|
2029
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$52.3K
|
+$22.5K
|
+101
|
+88%
|
|
|
2030
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$51.8K
|
+$223
|
+1
|
+0.4%
|
|
|
2031
|
Valued Wealth Advisors
Holladay,
Utah
|
$50.5K
|
+$4.67K
|
+21
|
+11%
|
|
|
2032
|
Avion Wealth
The Woodlands,
Texas
|
$50K
|
-$43.9K
|
-197
|
-49%
|
|
|
2033
|
Align Financial
Hermantown,
Minnesota
|
$49.9K
|
+$45.9K
|
+206
|
New
|
|
|
2034
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$49.7K
|
-$1.56K
|
-7
|
-3%
|
|
|
2035
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$49.2K
|
–
|
–
|
–
|
|
|
2036
|
Pin Oak Investment Advisors
Houston,
Texas
|
$49K
|
–
|
–
|
–
|
|
|
2037
|
WealthCollab
Bellevue,
Washington
|
$48.5K
|
–
|
–
|
–
|
|
|
2038
|
Walsh & Associates
Sarasota,
Florida
|
$48.5K
|
+$44.5K
|
+200
|
New
|
|
|
2039
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$48.2K
|
+$2.67K
|
+12
|
+6%
|
|
|
2040
|
Nova Wealth Management
Bonita Springs,
Florida
|
$47.8K
|
-$6.68K
|
-30
|
-13%
|
|
|
2041
|
Caitlin John
Brighton,
Michigan
|
$46K
|
-$28.7K
|
-129
|
-40%
|
|
|
2042
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$45.8K
|
+$42.1K
|
+189
|
New
|
|
|
2043
|
|
$44.6K
|
+$35.8K
|
+161
|
+700%
|
|
|
2044
|
Wolverine Asset Management
Chicago,
Illinois
|
$44.1K
|
+$40.5K
|
+182
|
New
|
|
|
2045
|
Albion Financial Group
Salt Lake City,
Utah
|
$42.4K
|
–
|
–
|
–
|
|
|
2046
|
Silicon Valley Capital Partners
San Jose,
California
|
$42.2K
|
–
|
–
|
–
|
|
|
2047
|
Kilter Group
Rhinebeck,
New York
|
$41.2K
|
+$9.79K
|
+44
|
+35%
|
|
|
2048
|
High Note Wealth
Deephaven,
Minnesota
|
$37.6K
|
+$10.7K
|
+48
|
+45%
|
|
|
2049
|
ORG Wealth Partners
Dallas,
Texas
|
$37.1K
|
-$173K
|
-778
|
-84%
|
|
|
2050
|
Concord Wealth Partners
Abingdon,
Virginia
|
$36.8K
|
-$33.2K
|
-149
|
-50%
|
|
