|
2026
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$605K
|
+$600K
|
+1,171
|
New
|
|
|
2027
|
Charles Schwab Trust
Henderson,
Nevada
|
$604K
|
-$17.9K
|
-35
|
-3%
|
|
|
2028
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$604K
|
+$545K
|
+1,065
|
New
|
|
|
2029
|
Liberty Wealth Management
Oakland,
California
|
$603K
|
+$186K
|
+364
|
+52%
|
|
|
2030
|
Osterweis Capital Management
San Francisco,
California
|
$602K
|
–
|
–
|
–
|
|
|
2031
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$598K
|
–
|
–
|
–
|
|
|
2032
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$598K
|
–
|
–
|
–
|
|
|
2033
|
Leeward Financial Partners
Bellevue,
Washington
|
$598K
|
+$540K
|
+1,054
|
New
|
|
|
2034
|
Vestor Capital
Chicago,
Illinois
|
$594K
|
–
|
–
|
–
|
|
|
2035
|
PDS Planning
Dublin,
Ohio
|
$592K
|
+$25.1K
|
+49
|
+5%
|
|
|
2036
|
Grace Capital
Quincy,
Massachusetts
|
$586K
|
-$36.9K
|
-72
|
-7%
|
|
|
2037
|
Arkos Global Advisors
Houston,
Texas
|
$585K
|
–
|
–
|
–
|
|
|
2038
|
FLC Capital Advisors
Palm Desert,
California
|
$583K
|
–
|
–
|
–
|
|
|
2039
|
Seizert Capital Partners
Birmingham,
Michigan
|
$581K
|
–
|
–
|
–
|
|
|
2040
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$581K
|
+$140K
|
+274
|
+37%
|
|
|
2041
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$577K
|
-$91.7K
|
-179
|
-13%
|
|
|
2042
|
Affinity Wealth Management
Wilmington,
Delaware
|
$577K
|
+$52.8K
|
+103
|
+10%
|
|
|
2043
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$576K
|
–
|
–
|
–
|
|
|
2044
|
Affinity Capital Advisors
Berkeley,
California
|
$576K
|
+$50.7K
|
+99
|
+11%
|
|
|
2045
|
Wolff Wiese Magana
Carslbad,
California
|
$575K
|
-$7.17K
|
-14
|
-1%
|
|
|
2046
|
IFG Advisors
St. Louis,
Missouri
|
$574K
|
-$3.58K
|
-7
|
-0.7%
|
|
|
2047
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$574K
|
+$54.8K
|
+107
|
+12%
|
|
|
2048
|
Financial Engines Advisors
Santa Clara,
California
|
$572K
|
-$200K
|
-390
|
-28%
|
|
|
2049
|
C2C Wealth Management
Scottsdale,
Arizona
|
$572K
|
+$516K
|
+1,008
|
New
|
|
|
2050
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$571K
|
+$45.1K
|
+88
|
+10%
|
|
