|
2026
|
Personal CFO Solutions
Chester,
New Jersey
|
$773K
|
+$36.1K
|
+121
|
+5%
|
|
|
2027
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$770K
|
+$31.9K
|
+107
|
+4%
|
|
|
2028
|
Vega Investment Solutions
Paris,
France
|
$770K
|
+$792K
|
+2,657
|
New
|
|
|
2029
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$769K
|
+$65K
|
+218
|
+9%
|
|
|
2030
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$766K
|
+$24.5K
|
+82
|
+3%
|
|
|
2031
|
Centaurus Financial
Anaheim,
California
|
$766K
|
-$711K
|
-2,384
|
-47%
|
|
|
2032
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$766K
|
-$1.02M
|
-3,429
|
-56%
|
|
|
2033
|
Buck Wealth Strategies
Denver,
Colorado
|
$766K
|
+$321K
|
+1,077
|
+69%
|
|
|
2034
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$764K
|
+$496K
|
+1,662
|
+171%
|
|
|
2035
|
Sanders Morris Harris
Houston,
Texas
|
$763K
|
–
|
–
|
–
|
|
|
2036
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$762K
|
-$3.06M
|
-10,252
|
-80%
|
|
|
2037
|
Indie Asset Partners
Carmel,
Indiana
|
$762K
|
-$73.4K
|
-246
|
-9%
|
|
|
2038
|
Everpar Advisors
Tulsa,
Oklahoma
|
$761K
|
-$1.49K
|
-5
|
-0.2%
|
|
|
2039
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$761K
|
-$232K
|
-779
|
-23%
|
|
|
2040
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$760K
|
+$782K
|
+2,621
|
New
|
|
|
2041
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$760K
|
-$3.45M
|
-11,561
|
-82%
|
|
|
2042
|
Horizon Wealth Management
La Grange,
Illinois
|
$759K
|
+$2.09K
|
+7
|
+0.3%
|
|
|
2043
|
Human Investing
Lake Oswego,
Oregon
|
$758K
|
-$15.2K
|
-51
|
-2%
|
|
|
2044
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$757K
|
-$949K
|
-3,182
|
-55%
|
|
|
2045
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$756K
|
-$35.8K
|
-120
|
-4%
|
|
|
2046
|
Chesapeake Asset Management
New York
|
$756K
|
+$60.2K
|
+202
|
+8%
|
|
|
2047
|
Keebeck Wealth Management
Chicago,
Illinois
|
$755K
|
+$17.9K
|
+60
|
+2%
|
|
|
2048
|
First City Capital Management
Savannah,
Georgia
|
$755K
|
-$14.6K
|
-49
|
-2%
|
|
|
2049
|
Live Oak Investment Partners
Austin,
Texas
|
$754K
|
–
|
–
|
–
|
|
|
2050
|
TCM Advisors
Martinsburg,
West Virginia
|
$754K
|
–
|
–
|
–
|
|
