|
2026
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$3.94M
|
+$111K
|
+152
|
+3%
|
|
|
2027
|
Evolve Private Wealth
Los Angeles,
California
|
$3.93M
|
-$9.9M
|
-13,592
|
-72%
|
|
|
2028
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.93M
|
+$337K
|
+463
|
+10%
|
|
|
2029
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$3.93M
|
–
|
–
|
–
|
|
|
2030
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.92M
|
–
|
–
|
–
|
|
|
2031
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$3.92M
|
–
|
–
|
–
|
|
|
2032
|
Stenger Family Office
Naperville,
Illinois
|
$3.91M
|
-$91.8K
|
-126
|
-2%
|
|
|
2033
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.91M
|
-$28.4K
|
-39
|
-0.7%
|
|
|
2034
|
Elmwood Wealth Management
Berkeley,
California
|
$3.89M
|
–
|
–
|
–
|
|
|
2035
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.89M
|
-$8.74K
|
-12
|
-0.2%
|
|
|
2036
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$3.88M
|
-$47.3K
|
-65
|
-1%
|
|
|
2037
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.88M
|
-$657K
|
-902
|
-15%
|
|
|
2038
|
HBW Advisory Services
Simi Valley,
California
|
$3.87M
|
+$365K
|
+501
|
+11%
|
|
|
2039
|
Tenzing Financial
Williamsburg,
Virginia
|
$3.86M
|
-$23.3K
|
-32
|
-0.6%
|
|
|
2040
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.86M
|
-$9.47K
|
-13
|
-0.3%
|
|
|
2041
|
GHP Investment Advisors
Denver,
Colorado
|
$3.85M
|
+$162K
|
+223
|
+5%
|
|
|
2042
|
Evanson Financial
Mclean,
Virginia
|
$3.85M
|
+$3.75M
|
+5,145
|
New
|
|
|
2043
|
Westfuller Advisors
New York
|
$3.82M
|
+$81.6K
|
+112
|
+2%
|
|
|
2044
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.81M
|
-$72.1K
|
-99
|
-2%
|
|
|
2045
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$3.8M
|
-$56.1K
|
-77
|
-1%
|
|
|
2046
|
Flavin Financial Services
Melbourne,
Florida
|
$3.8M
|
+$558K
|
+766
|
+18%
|
|
|
2047
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$3.78M
|
+$2.28M
|
+3,135
|
+164%
|
|
|
2048
|
Stash Investments
New York
|
$3.78M
|
+$3.67M
|
+5,046
|
New
|
|
|
2049
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$3.77M
|
-$135K
|
-185
|
-4%
|
|
|
2050
|
Asset One Wealth Management
Bellevue,
Washington
|
$3.75M
|
-$333K
|
-457
|
-8%
|
|
