|
2026
|
Wealth Care LLC
Merritt Island,
Florida
|
$4.06M
|
+$728
|
+1
|
+0%
|
|
|
2027
|
Gilpin Wealth Management
Denver,
Colorado
|
$4.06M
|
-$171K
|
-235
|
-4%
|
|
|
2028
|
Vontobel Holding
Zurich,
Switzerland
|
$4.04M
|
+$279K
|
+383
|
+8%
|
|
|
2029
|
Invested Advisors
State College,
Pennsylvania
|
$4.04M
|
-$453K
|
-622
|
-10%
|
|
|
2030
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$4.03M
|
-$45.9K
|
-63
|
-1%
|
|
|
2031
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$4.01M
|
+$285K
|
+392
|
+8%
|
|
|
2032
|
Edgestream Partners
Princeton,
New Jersey
|
$4M
|
+$253K
|
+347
|
+7%
|
|
|
2033
|
RCS Financial Planning
Annapolis,
Maryland
|
$4M
|
+$628K
|
+862
|
+19%
|
|
|
2034
|
Schnieders Capital Management
Pasadena,
California
|
$4M
|
+$51K
|
+70
|
+1%
|
|
|
2035
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.99M
|
+$57.5K
|
+79
|
+2%
|
|
|
2036
|
REAP Financial Group
Austin,
Texas
|
$3.95M
|
-$201K
|
-276
|
-5%
|
|
|
2037
|
Goodman Financial
Houston,
Texas
|
$3.95M
|
–
|
–
|
–
|
|
|
2038
|
Liberty Capital Management
Birmingham,
Michigan
|
$3.94M
|
+$3.83M
|
+5,260
|
New
|
|
|
2039
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$3.94M
|
+$111K
|
+152
|
+3%
|
|
|
2040
|
Evolve Private Wealth
Los Angeles,
California
|
$3.93M
|
-$9.9M
|
-13,592
|
-72%
|
|
|
2041
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.93M
|
+$337K
|
+463
|
+10%
|
|
|
2042
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$3.93M
|
–
|
–
|
–
|
|
|
2043
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.92M
|
–
|
–
|
–
|
|
|
2044
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$3.92M
|
–
|
–
|
–
|
|
|
2045
|
Stenger Family Office
Naperville,
Illinois
|
$3.91M
|
-$91.8K
|
-126
|
-2%
|
|
|
2046
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.91M
|
-$28.4K
|
-39
|
-0.7%
|
|
|
2047
|
Elmwood Wealth Management
Berkeley,
California
|
$3.89M
|
–
|
–
|
–
|
|
|
2048
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.89M
|
-$8.74K
|
-12
|
-0.2%
|
|
|
2049
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$3.88M
|
-$47.3K
|
-65
|
-1%
|
|
|
2050
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.88M
|
-$657K
|
-902
|
-15%
|
|
