|
2026
|
TD Asset Management
Toronto,
Ontario, Canada
|
$2.85M
|
-$160K
|
-249
|
-6%
|
|
|
2027
|
Wealth Effects
Boston,
Massachusetts
|
$2.85M
|
+$3.22K
|
+5
|
+0.1%
|
|
|
2028
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.85M
|
+$231K
|
+359
|
+9%
|
|
|
2029
|
Fedenia Advisers
Madison,
Wisconsin
|
$2.85M
|
+$1.17M
|
+1,819
|
+75%
|
|
|
2030
|
Efficient Advisors
Mason,
Ohio
|
$2.8M
|
-$383K
|
-594
|
-12%
|
|
|
2031
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.8M
|
+$74.7K
|
+116
|
+3%
|
|
|
2032
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$2.79M
|
+$213K
|
+331
|
+9%
|
|
|
2033
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$2.79M
|
+$57.3K
|
+89
|
+2%
|
|
|
2034
|
First Western Trust Bank
Denver,
Colorado
|
$2.78M
|
-$772K
|
-1,199
|
-22%
|
|
|
2035
|
Hobart Private Capital
Charlotte,
North Carolina
|
$2.77M
|
-$644
|
-1
|
-0%
|
|
|
2036
|
Falcon Wealth Planning
Ontario,
California
|
$2.77M
|
+$9.66K
|
+15
|
+0.4%
|
|
|
2037
|
Pennington Partners & Co
Bethesda,
Maryland
|
$2.77M
|
+$88.9K
|
+138
|
+3%
|
|
|
2038
|
Sanders Morris Harris
Houston,
Texas
|
$2.76M
|
+$2.19M
|
+3,394
|
+462%
|
|
|
2039
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.76M
|
+$150K
|
+233
|
+6%
|
|
|
2040
|
Running Point Capital Advisors
El Segundo,
California
|
$2.75M
|
+$491K
|
+762
|
+23%
|
|
|
2041
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.75M
|
+$568K
|
+882
|
+27%
|
|
|
2042
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.74M
|
–
|
–
|
–
|
|
|
2043
|
Operose Advisors
Milwaukee,
Wisconsin
|
$2.74M
|
+$56K
|
+87
|
+2%
|
|
|
2044
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.73M
|
-$68.3K
|
-106
|
-3%
|
|
|
2045
|
FF Advisors
Manhattan Beach,
California
|
$2.73M
|
-$74.7K
|
-116
|
-3%
|
|
|
2046
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.73M
|
-$42.5K
|
-66
|
-2%
|
|
|
2047
|
NTV Asset Management
Charleston,
West Virginia
|
$2.72M
|
-$40.6K
|
-63
|
-2%
|
|
|
2048
|
Carrera Capital Advisors
Troy,
Michigan
|
$2.72M
|
-$606K
|
-941
|
-19%
|
|
|
2049
|
Cohen Capital Management
Corte Madera,
California
|
$2.71M
|
-$22.5K
|
-35
|
-0.9%
|
|
|
2050
|
Van Strum & Towne
San Francisco,
California
|
$2.71M
|
-$94K
|
-146
|
-3%
|
|
