|
2026
|
180 Wealth Advisors
Federal Way,
Washington
|
$370K
|
+$67.7K
|
+342
|
+24%
|
|
|
2027
|
HeadInvest LLC
Portland,
Maine
|
$369K
|
–
|
–
|
–
|
|
|
2028
|
Brown Wealth Management
Naperville,
Illinois
|
$367K
|
+$6.34K
|
+32
|
+2%
|
|
|
2029
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$365K
|
+$4.95K
|
+25
|
+1%
|
|
|
2030
|
Krane Funds Advisors
New York
|
$365K
|
-$58.6K
|
-296
|
-15%
|
|
|
2031
|
Capital Performance Advisors
Walnut Creek,
California
|
$364K
|
-$217K
|
-1,097
|
-39%
|
|
|
2032
|
Rise Advisors
Rochester,
New York
|
$364K
|
-$1.39K
|
-7
|
-0.4%
|
|
|
2033
|
BIP Wealth
Atlanta,
Georgia
|
$363K
|
+$99.6K
|
+503
|
+41%
|
|
|
2034
|
JGP Wealth Management
Bend,
Oregon
|
$363K
|
-$88.3K
|
-446
|
-20%
|
|
|
2035
|
Weatherly Asset Management
Del Mar,
California
|
$362K
|
–
|
–
|
–
|
|
|
2036
|
Falcon Wealth Planning
Ontario,
California
|
$362K
|
+$14.1K
|
+71
|
+4%
|
|
|
2037
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$361K
|
+$83.6K
|
+422
|
+32%
|
|
|
2038
|
Central Bank & Trust
Lexington,
Kentucky
|
$361K
|
-$7.92K
|
-40
|
-2%
|
|
|
2039
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$361K
|
-$13.7K
|
-69
|
-4%
|
|
|
2040
|
Curated Wealth Partners
El Segundo,
California
|
$360K
|
+$341K
|
+1,724
|
New
|
|
|
2041
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$359K
|
+$48.7K
|
+246
|
+17%
|
|
|
2042
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$359K
|
-$32.5K
|
-164
|
-9%
|
|
|
2043
|
Promethium Advisors
Bethesda,
Maryland
|
$359K
|
+$340K
|
+1,716
|
New
|
|
|
2044
|
New World Advisors
Hingham,
Massachusetts
|
$359K
|
+$41.6K
|
+210
|
+14%
|
|
|
2045
|
Kennedy Investment Group
West Depford,
New Jersey
|
$358K
|
+$2.57K
|
+13
|
+0.8%
|
|
|
2046
|
Aries Wealth Management
Portland,
Maine
|
$357K
|
–
|
–
|
–
|
|
|
2047
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$355K
|
+$7.72K
|
+39
|
+2%
|
|
|
2048
|
Brave Asset Management
Summit,
New Jersey
|
$355K
|
–
|
–
|
–
|
|
|
2049
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
$355K
|
–
|
–
|
–
|
|
|
2050
|
Investment House LLC
Redondo Beach,
California
|
$355K
|
–
|
–
|
–
|
|
