|
2026
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$736K
|
+$412K
|
+815
|
+148%
|
|
|
2027
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$734K
|
+$140K
|
+276
|
+27%
|
|
|
2028
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$733K
|
-$44K
|
-87
|
-6%
|
|
|
2029
|
L.J. Altfest & Co
New York
|
$732K
|
+$41.5K
|
+82
|
+6%
|
|
|
2030
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$730K
|
+$506
|
+1
|
+0.1%
|
|
|
2031
|
Helen Stephens Group
Fort Worth,
Texas
|
$728K
|
+$11.6K
|
+23
|
+2%
|
|
|
2032
|
Lombard Odier Asset Management (USA)
New York
|
$728K
|
+$684K
|
+1,352
|
New
|
|
|
2033
|
Perkins Coie Trust Company
Seattle,
Washington
|
$725K
|
-$1.01K
|
-2
|
-0.1%
|
|
|
2034
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$724K
|
+$35.4K
|
+70
|
+5%
|
|
|
2035
|
Cheviot Value Management
Beverly Hills,
California
|
$723K
|
+$55.2K
|
+109
|
+9%
|
|
|
2036
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$723K
|
-$20.2K
|
-40
|
-3%
|
|
|
2037
|
Sage Rhino Capital
Menlo Park,
California
|
$722K
|
-$71.3K
|
-141
|
-10%
|
|
|
2038
|
Elevated Capital Advisors
Sandy,
Utah
|
$722K
|
+$47.1K
|
+93
|
+7%
|
|
|
2039
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$721K
|
+$17.7K
|
+35
|
+3%
|
|
|
2040
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$721K
|
+$16.2K
|
+32
|
+2%
|
|
|
2041
|
Miramar Capital
Northbrook,
Illinois
|
$721K
|
-$61.7K
|
-122
|
-8%
|
|
|
2042
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$721K
|
-$5.06K
|
-10
|
-0.7%
|
|
|
2043
|
Marshall & Sullivan
Seattle,
Washington
|
$721K
|
+$29.3K
|
+58
|
+5%
|
|
|
2044
|
Ingalls & Snyder LLC
New York
|
$720K
|
-$309K
|
-610
|
-31%
|
|
|
2045
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$719K
|
–
|
–
|
–
|
|
|
2046
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$719K
|
–
|
–
|
–
|
|
|
2047
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$716K
|
+$83K
|
+164
|
+14%
|
|
|
2048
|
Cahill Financial Advisors
Edina,
Minnesota
|
$716K
|
-$221K
|
-437
|
-25%
|
|
|
2049
|
Legacy Financial Advisors
Covington,
Kentucky
|
$714K
|
+$56.2K
|
+111
|
+9%
|
|
|
2050
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$713K
|
–
|
–
|
–
|
|
