|
2026
|
Curio Wealth
Annapolis,
Maryland
|
$307K
|
+$122K
|
+1,266
|
+66%
|
|
|
2027
|
Formidable Asset Management
Cincinnati,
Ohio
|
$306K
|
-$10.7K
|
-111
|
-3%
|
|
|
2028
|
Chevy Chase Trust
Bethesda,
Maryland
|
$305K
|
+$304K
|
+3,163
|
New
|
|
|
2029
|
Signature Resources Capital Management
Newport Beach,
California
|
$305K
|
–
|
–
|
–
|
|
|
2030
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$305K
|
-$6.24K
|
-65
|
-2%
|
|
|
2031
|
Avant Financial Advisors
Austin,
Texas
|
$303K
|
–
|
–
|
–
|
|
|
2032
|
Vision Capital Management
Portland,
Oregon
|
$303K
|
+$11.3K
|
+118
|
+4%
|
|
|
2033
|
Somerset Trust
Somerset,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
2034
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$302K
|
+$576
|
+6
|
+0.2%
|
|
|
2035
|
Evolution Wealth Management
Fort Myers,
Florida
|
$301K
|
+$27.9K
|
+290
|
+10%
|
|
|
2036
|
Nemes Rush Group
Novi,
Michigan
|
$301K
|
+$2.21K
|
+23
|
+0.7%
|
|
|
2037
|
Austin Asset Management
Austin,
Texas
|
$301K
|
–
|
–
|
–
|
|
|
2038
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$300K
|
+$299K
|
+3,110
|
New
|
|
|
2039
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$300K
|
–
|
–
|
–
|
|
|
2040
|
Platform Technology Partners
New York
|
$300K
|
+$38.8K
|
+404
|
+15%
|
|
|
2041
|
NerdWallet Wealth Partners
New York
|
$299K
|
+$8.07K
|
+84
|
+3%
|
|
|
2042
|
Fiduciary Financial Group
San Rafael,
California
|
$299K
|
+$298K
|
+3,098
|
New
|
|
|
2043
|
S.A. Mason
Holland,
Michigan
|
$299K
|
+$132K
|
+1,370
|
+79%
|
|
|
2044
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$299K
|
-$18.7K
|
-195
|
-6%
|
|
|
2045
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$299K
|
-$576
|
-6
|
-0.2%
|
|
|
2046
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$298K
|
-$5.86K
|
-61
|
-2%
|
|
|
2047
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$298K
|
–
|
–
|
–
|
|
|
2048
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$298K
|
+$2.5K
|
+26
|
+0.8%
|
|
|
2049
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$298K
|
+$288
|
+3
|
+0.1%
|
|
|
2050
|
Wilson & Boucher Capital Management
Moraga,
California
|
$297K
|
–
|
–
|
–
|
|
