|
2026
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.04M
|
+$678K
|
+7,144
|
+183%
|
|
|
2027
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.04M
|
+$42.4K
|
+447
|
+4%
|
|
|
2028
|
Trellus Management Company
Delray Beach,
Florida
|
$1.03M
|
–
|
–
|
–
|
|
|
2029
|
SSI Investment Management
Los Angeles,
California
|
$1.03M
|
-$15.4K
|
-162
|
-1%
|
|
|
2030
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.03M
|
–
|
–
|
–
|
|
|
2031
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.03M
|
-$137K
|
-1,445
|
-12%
|
|
|
2032
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$1.03M
|
-$529K
|
-5,575
|
-34%
|
|
|
2033
|
Venturi Wealth Management
Austin,
Texas
|
$1.03M
|
-$6.72M
|
-70,806
|
-87%
|
|
|
2034
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$1.03M
|
-$188K
|
-1,982
|
-15%
|
|
|
2035
|
Wambolt & Associates
Littleton,
Colorado
|
$1.02M
|
+$272K
|
+2,868
|
+36%
|
|
|
2036
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$1.01M
|
-$770K
|
-8,117
|
-43%
|
|
|
2037
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.01M
|
+$109K
|
+1,145
|
+12%
|
|
|
2038
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.01M
|
-$23.8K
|
-251
|
-2%
|
|
|
2039
|
Eagle Capital Management (New York)
New York
|
$1M
|
-$2.1M
|
-22,100
|
-67%
|
|
|
2040
|
Covenant Partners
Nashville,
Tennessee
|
$1M
|
–
|
–
|
–
|
|
|
2041
|
Allworth Financial
Folsom,
California
|
$1M
|
-$1.37M
|
-14,485
|
-58%
|
|
|
2042
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$1M
|
-$20.3K
|
-214
|
-2%
|
|
|
2043
|
Keystone Financial Planning
Cleveland,
Ohio
|
$998K
|
+$1.01M
|
+10,611
|
New
|
|
|
2044
|
Liberty One Investment Management
Libertyville,
Illinois
|
$997K
|
+$42.8K
|
+451
|
+4%
|
|
|
2045
|
Asset Management Corp
Northbrook,
Illinois
|
$996K
|
+$95K
|
+1,001
|
+10%
|
|
|
2046
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$994K
|
+$87.6K
|
+923
|
+10%
|
|
|
2047
|
Birch Grove Capital
New York
|
$988K
|
+$996K
|
+10,500
|
New
|
|
|
2048
|
Maverick Capital
Dallas,
Texas
|
$985K
|
+$494K
|
+5,207
|
+99%
|
|
|
2049
|
WealthBridge Capital Management
Westerville,
Ohio
|
$983K
|
+$21K
|
+221
|
+2%
|
|
|
2050
|
Jackson Square Capital
San Francisco,
California
|
$980K
|
+$871K
|
+9,180
|
+741%
|
|
