|
2026
|
Schroder Investment Management Group
London,
United Kingdom
|
$61.5K
|
–
|
–
|
–
|
|
|
2027
|
MayTech Global Investments
New York
|
$61.1K
|
+$62K
|
+646
|
New
|
|
|
2028
|
Westside Investment Management
Santa Monica,
California
|
$60.6K
|
+$95.5K
|
+996
|
+5%
|
|
|
2029
|
Bourgeon Capital Management
Darien,
Connecticut
|
$57.2K
|
–
|
–
|
–
|
|
|
2030
|
Mill Capital Management
Concord,
North Carolina
|
$56.8K
|
–
|
–
|
–
|
|
|
2031
|
Silicon Valley Capital Partners
San Jose,
California
|
$54.9K
|
+$55.6K
|
+580
|
New
|
|
|
2032
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$52.6K
|
+$27.5K
|
+287
|
+107%
|
|
|
2033
|
Balentine LLC
Atlanta,
Georgia
|
$52K
|
-$89.5K
|
-933
|
-63%
|
|
|
2034
|
First Personal Financial Services
Charlotte,
North Carolina
|
$51.5K
|
–
|
–
|
–
|
|
|
2035
|
Level Financial Advisors
East Amherst,
New York
|
$51K
|
-$2.78K
|
-29
|
-5%
|
|
|
2036
|
Canton Hathaway
Providence,
Rhode Island
|
$50K
|
–
|
–
|
–
|
|
|
2037
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$47.6K
|
–
|
–
|
–
|
|
|
2038
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$46.4K
|
+$288
|
+3
|
+0.6%
|
|
|
2039
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$45K
|
-$68.2K
|
-711
|
-60%
|
|
|
2040
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$44.6K
|
+$30.2K
|
+315
|
+202%
|
|
|
2041
|
Financial Management Professionals
Austin,
Texas
|
$43K
|
–
|
–
|
–
|
|
|
2042
|
Anchor Investment Management
Columbia,
South Carolina
|
$42.4K
|
–
|
–
|
–
|
|
|
2043
|
EWG Elevate
Roseville,
California
|
$41.6K
|
+$42.2K
|
+440
|
New
|
|
|
2044
|
LGT Financial Advisors
Dallas,
Texas
|
$39.9K
|
+$40.5K
|
+422
|
New
|
|
|
2045
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$38.8K
|
–
|
–
|
–
|
|
|
2046
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$37.5K
|
+$1.73K
|
+18
|
+5%
|
|
|
2047
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$37K
|
-$13.3K
|
-139
|
-26%
|
|
|
2048
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$35.9K
|
+$24K
|
+250
|
+194%
|
|
|
2049
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$34K
|
–
|
–
|
–
|
|
|
2050
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$32K
|
+$32.7K
|
+341
|
+11,367%
|
|
