|
2026
|
RBA Wealth Management
Newport Beach,
California
|
$219K
|
-$27.8K
|
-279
|
-12%
|
|
|
2027
|
RMR Wealth Builders
Montclair,
New Jersey
|
$218K
|
-$31.1K
|
-312
|
-13%
|
|
|
2028
|
Financial Engines Advisors
Santa Clara,
California
|
$218K
|
+$207K
|
+2,072
|
New
|
|
|
2029
|
City National Bank of Florida
Miami,
Florida
|
$218K
|
+$207K
|
+2,075
|
New
|
|
|
2030
|
First Foundation Advisors
Irvine,
California
|
$218K
|
-$64.5K
|
-647
|
-24%
|
|
|
2031
|
MBL Wealth
Charlotte,
North Carolina
|
$218K
|
-$25.8K
|
-259
|
-11%
|
|
|
2032
|
NBW Capital
Boston,
Massachusetts
|
$217K
|
+$206K
|
+2,065
|
New
|
|
|
2033
|
WealthShield Partners
Cary,
North Carolina
|
$217K
|
+$206K
|
+2,064
|
New
|
|
|
2034
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$217K
|
-$47.3K
|
-474
|
-19%
|
|
|
2035
|
Summit Wealth Group
White River Junction,
Vermont
|
$216K
|
+$1.1K
|
+11
|
+0.5%
|
|
|
2036
|
Fidelity International
Hamilton,
Bermuda
|
$216K
|
-$33.2K
|
-333
|
-14%
|
|
|
2037
|
Merrion Investment Management
Cranford,
New Jersey
|
$216K
|
–
|
–
|
–
|
|
|
2038
|
Delta Asset Management
Memphis,
Tennessee
|
$216K
|
–
|
–
|
–
|
|
|
2039
|
Sage Capital Management
Stockton,
New Jersey
|
$215K
|
+$1.4K
|
+14
|
+0.7%
|
|
|
2040
|
JB Capital
Wethersfield,
Connecticut
|
$215K
|
-$6.18K
|
-62
|
-3%
|
|
|
2041
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$215K
|
-$18.4K
|
-185
|
-8%
|
|
|
2042
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$215K
|
–
|
–
|
–
|
|
|
2043
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$214K
|
–
|
–
|
–
|
|
|
2044
|
Schnieders Capital Management
Pasadena,
California
|
$214K
|
-$1.9K
|
-19
|
-0.9%
|
|
|
2045
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$214K
|
-$55.8K
|
-560
|
-22%
|
|
|
2046
|
Denver Wealth Management
Denver,
Colorado
|
$213K
|
+$202K
|
+2,027
|
New
|
|
|
2047
|
New Republic Capital
Charlotte,
North Carolina
|
$213K
|
+$202K
|
+2,025
|
New
|
|
|
2048
|
MRP Capital Investments
Alpharetta,
Georgia
|
$213K
|
-$9.97K
|
-100
|
-5%
|
|
|
2049
|
Penbrook Management
New York
|
$213K
|
–
|
–
|
–
|
|
|
2050
|
Perkins Coie Trust Company
Seattle,
Washington
|
$212K
|
+$1.2K
|
+12
|
+0.6%
|
|
