|
2026
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$361K
|
-$13.7K
|
-69
|
-4%
|
|
|
2027
|
Curated Wealth Partners
El Segundo,
California
|
$360K
|
+$341K
|
+1,724
|
New
|
|
|
2028
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$359K
|
+$48.7K
|
+246
|
+17%
|
|
|
2029
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$359K
|
-$32.5K
|
-164
|
-9%
|
|
|
2030
|
Promethium Advisors
Bethesda,
Maryland
|
$359K
|
+$340K
|
+1,716
|
New
|
|
|
2031
|
New World Advisors
Hingham,
Massachusetts
|
$359K
|
+$41.6K
|
+210
|
+14%
|
|
|
2032
|
Kennedy Investment Group
West Depford,
New Jersey
|
$358K
|
+$2.57K
|
+13
|
+0.8%
|
|
|
2033
|
Aries Wealth Management
Portland,
Maine
|
$357K
|
–
|
–
|
–
|
|
|
2034
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$355K
|
+$7.72K
|
+39
|
+2%
|
|
|
2035
|
Brave Asset Management
Summit,
New Jersey
|
$355K
|
–
|
–
|
–
|
|
|
2036
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
$355K
|
–
|
–
|
–
|
|
|
2037
|
Investment House LLC
Redondo Beach,
California
|
$355K
|
–
|
–
|
–
|
|
|
2038
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$355K
|
+$336K
|
+1,696
|
New
|
|
|
2039
|
Creative Financial Designs
Kokomo,
Indiana
|
$353K
|
+$147K
|
+743
|
+79%
|
|
|
2040
|
Tred Avon Family Wealth
Easton,
Maryland
|
$352K
|
-$11.1K
|
-56
|
-3%
|
|
|
2041
|
Riversedge Advisors
Wilmington,
Delaware
|
$352K
|
+$333K
|
+1,682
|
New
|
|
|
2042
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$351K
|
+$57.6K
|
+291
|
+21%
|
|
|
2043
|
PGIM Custom Harvest
Newark,
New Jersey
|
$351K
|
+$27.3K
|
+138
|
+9%
|
|
|
2044
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$345K
|
+$327K
|
+1,649
|
New
|
|
|
2045
|
Athena Investment Management
Orinda,
California
|
$344K
|
-$30.9K
|
-156
|
-9%
|
|
|
2046
|
Diversified Management
Milwaukee,
Wisconsin
|
$343K
|
+$38.4K
|
+194
|
+13%
|
|
|
2047
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$343K
|
–
|
–
|
–
|
|
|
2048
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$342K
|
+$26.3K
|
+133
|
+9%
|
|
|
2049
|
Natural Investments
Windsor,
California
|
$341K
|
+$6.93K
|
+35
|
+2%
|
|
|
2050
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$340K
|
–
|
–
|
–
|
|
