|
2026
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.24M
|
+$68.6K
|
+425
|
+6%
|
|
|
2027
|
Bank Pictet & Cie (Asia)
Singapore
|
$1.24M
|
+$265K
|
+1,640
|
+26%
|
|
|
2028
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$1.23M
|
–
|
–
|
–
|
|
|
2029
|
CenterBook Partners
Greenwich,
Connecticut
|
$1.23M
|
+$1.29M
|
+7,959
|
New
|
|
|
2030
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.23M
|
+$111K
|
+689
|
+9%
|
|
|
2031
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.23M
|
+$339K
|
+2,097
|
+36%
|
|
|
2032
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.23M
|
+$44.7K
|
+277
|
+4%
|
|
|
2033
|
Corsicana & Co
Corsicana,
Texas
|
$1.23M
|
-$23.4K
|
-145
|
-2%
|
|
|
2034
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.23M
|
+$16.6K
|
+103
|
+1%
|
|
|
2035
|
Westfield Capital Management
Boston,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
2036
|
DF Dent & Co
Baltimore,
Maryland
|
$1.23M
|
+$327K
|
+2,023
|
+34%
|
|
|
2037
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$1.23M
|
+$1.28M
|
+7,907
|
New
|
|
|
2038
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.22M
|
+$17.4K
|
+108
|
+1%
|
|
|
2039
|
William Blair Investment Management
Chicago,
Illinois
|
$1.22M
|
+$73K
|
+452
|
+6%
|
|
|
2040
|
Trek Financial
Scottsdale,
Arizona
|
$1.21M
|
-$8.56K
|
-53
|
-0.7%
|
|
|
2041
|
Soltis Investment Advisors
St. George,
Utah
|
$1.21M
|
+$122K
|
+756
|
+11%
|
|
|
2042
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.21M
|
+$137K
|
+847
|
+12%
|
|
|
2043
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.21M
|
+$429K
|
+2,657
|
+52%
|
|
|
2044
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.21M
|
+$3.71K
|
+23
|
+0.3%
|
|
|
2045
|
Gleason Group
Prospect,
Kentucky
|
$1.21M
|
-$94.8K
|
-587
|
-7%
|
|
|
2046
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.21M
|
-$71.9K
|
-445
|
-5%
|
|
|
2047
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.2M
|
-$25.8K
|
-160
|
-2%
|
|
|
2048
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.2M
|
+$79.5K
|
+492
|
+7%
|
|
|
2049
|
Evanson Asset Management
Carmel,
California
|
$1.2M
|
+$88.3K
|
+547
|
+8%
|
|
|
2050
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.19M
|
+$91.2K
|
+565
|
+8%
|
|
