|
2026
|
Ignite Planners
San Clemente,
California
|
$205K
|
-$1.69K
|
-4
|
-0.8%
|
|
|
2027
|
Acadian Asset Management
Boston,
Massachusetts
|
$205K
|
-$22.3K
|
-53
|
-10%
|
|
|
2028
|
Private Client Services
Louisville,
Kentucky
|
$203K
|
+$202K
|
+480
|
New
|
|
|
2029
|
SSI Investment Management
Los Angeles,
California
|
$203K
|
–
|
–
|
–
|
|
|
2030
|
Advyzon Investment Management
Lisle,
Illinois
|
$203K
|
+$202K
|
+479
|
New
|
|
|
2031
|
Red Mountain Financial
Fort Collins,
Colorado
|
$203K
|
+$202K
|
+479
|
New
|
|
|
2032
|
Keynote Financial Services
Vernon,
Connecticut
|
$203K
|
-$23.2K
|
-55
|
-10%
|
|
|
2033
|
Sivia Capital Partners
Mill Valley,
California
|
$202K
|
+$201K
|
+477
|
New
|
|
|
2034
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$202K
|
+$201K
|
+477
|
New
|
|
|
2035
|
Greenfield Seitz Capital Management
Dallas,
Texas
|
$202K
|
+$201K
|
+477
|
New
|
|
|
2036
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$202K
|
-$25.7K
|
-61
|
-11%
|
|
|
2037
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$202K
|
-$21.9K
|
-52
|
-10%
|
|
|
2038
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$202K
|
+$201K
|
+476
|
New
|
|
|
2039
|
Avity Investment Management
Greenwich,
Connecticut
|
$202K
|
-$63.2K
|
-150
|
-24%
|
|
|
2040
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$202K
|
–
|
–
|
–
|
|
|
2041
|
Evanson Asset Management
Carmel,
California
|
$201K
|
-$50.1K
|
-119
|
-20%
|
|
|
2042
|
Golden State Equity Partners
South Coast Metro,
California
|
$201K
|
+$146K
|
+346
|
+270%
|
|
|
2043
|
Selective Wealth Management
Forest,
Virginia
|
$201K
|
+$195K
|
+464
|
New
|
|
|
2044
|
TrinityPoint Wealth
Milford,
Connecticut
|
$200K
|
+$199K
|
+473
|
New
|
|
|
2045
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$197K
|
–
|
–
|
–
|
|
|
2046
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$197K
|
+$65.3K
|
+155
|
+50%
|
|
|
2047
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$195K
|
–
|
–
|
–
|
|
|
2048
|
Sittner & Nelson
Eugene,
Oregon
|
$189K
|
–
|
–
|
–
|
|
|
2049
|
Arax Advisory Partners
Denver,
Colorado
|
$188K
|
+$119K
|
+282
|
+174%
|
|
|
2050
|
Pin Oak Investment Advisors
Houston,
Texas
|
$188K
|
–
|
–
|
–
|
|
