|
2026
|
Livet Wealth
Salt Lake City,
Utah
|
$311K
|
+$13.3K
|
+138
|
+4%
|
|
|
2027
|
GSB Wealth Management
Guilford,
Connecticut
|
$310K
|
+$2.88K
|
+30
|
+0.9%
|
|
|
2028
|
Avalon Trust
Santa Fe,
New Mexico
|
$310K
|
–
|
–
|
–
|
|
|
2029
|
Hardin Capital Partners
Greenville,
South Carolina
|
$310K
|
–
|
–
|
–
|
|
|
2030
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$309K
|
–
|
–
|
–
|
|
|
2031
|
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
|
$309K
|
+$307K
|
+3,200
|
New
|
|
|
2032
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$309K
|
-$567K
|
-5,905
|
-65%
|
|
|
2033
|
Vision Retirement
Ridgewood,
New Jersey
|
$308K
|
+$9.99K
|
+104
|
+3%
|
|
|
2034
|
Pasadena Private Wealth
Pasadena,
California
|
$308K
|
+$1.82K
|
+19
|
+0.6%
|
|
|
2035
|
Anchor Investment Management
Columbia,
South Carolina
|
$308K
|
+$3.65K
|
+38
|
+1%
|
|
|
2036
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$307K
|
–
|
–
|
–
|
|
|
2037
|
Curio Wealth
Annapolis,
Maryland
|
$307K
|
+$122K
|
+1,266
|
+66%
|
|
|
2038
|
Formidable Asset Management
Cincinnati,
Ohio
|
$306K
|
-$10.7K
|
-111
|
-3%
|
|
|
2039
|
Chevy Chase Trust
Bethesda,
Maryland
|
$305K
|
+$304K
|
+3,163
|
New
|
|
|
2040
|
Signature Resources Capital Management
Newport Beach,
California
|
$305K
|
–
|
–
|
–
|
|
|
2041
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$305K
|
-$6.24K
|
-65
|
-2%
|
|
|
2042
|
Avant Financial Advisors
Austin,
Texas
|
$303K
|
–
|
–
|
–
|
|
|
2043
|
Vision Capital Management
Portland,
Oregon
|
$303K
|
+$11.3K
|
+118
|
+4%
|
|
|
2044
|
Somerset Trust
Somerset,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
2045
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$302K
|
+$576
|
+6
|
+0.2%
|
|
|
2046
|
Evolution Wealth Management
Fort Myers,
Florida
|
$301K
|
+$27.9K
|
+290
|
+10%
|
|
|
2047
|
Nemes Rush Group
Novi,
Michigan
|
$301K
|
+$2.21K
|
+23
|
+0.7%
|
|
|
2048
|
Austin Asset Management
Austin,
Texas
|
$301K
|
–
|
–
|
–
|
|
|
2049
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$300K
|
+$299K
|
+3,110
|
New
|
|
|
2050
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$300K
|
–
|
–
|
–
|
|
