|
2026
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$3.74M
|
+$41K
|
+298
|
+1%
|
|
|
2027
|
PagnatoKarp Partners
Reston,
Virginia
|
$3.73M
|
+$529K
|
+3,850
|
+17%
|
|
|
2028
|
Nadler Financial Group
Deerfield,
Illinois
|
$3.72M
|
+$44.6K
|
+324
|
+1%
|
|
|
2029
|
Rational Advisors
Huntington,
New York
|
$3.72M
|
-$5.55M
|
-40,326
|
-60%
|
|
|
2030
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3.71M
|
-$12.8K
|
-93
|
-0.3%
|
|
|
2031
|
Ranch Capital Advisors
Sarasota,
Florida
|
$3.71M
|
+$3.67M
|
+26,680
|
New
|
|
|
2032
|
Mount Vernon Associates
Baltimore,
Maryland
|
$3.71M
|
-$117K
|
-850
|
-3%
|
|
|
2033
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.7M
|
+$81K
|
+589
|
+2%
|
|
|
2034
|
Burleson & Co
Petaluma,
California
|
$3.7M
|
+$1.24M
|
+9,046
|
+50%
|
|
|
2035
|
SimplyRich
Carlsbad,
California
|
$3.7M
|
–
|
–
|
–
|
|
|
2036
|
JT Stratford LLC
Gainesville,
Georgia
|
$3.69M
|
+$369K
|
+2,684
|
+11%
|
|
|
2037
|
South Street Advisors
New York
|
$3.68M
|
-$9.63K
|
-70
|
-0.3%
|
|
|
2038
|
IPG Investment Advisors
San Diego,
California
|
$3.67M
|
+$15.1K
|
+110
|
+0.4%
|
|
|
2039
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$3.67M
|
-$286K
|
-2,082
|
-7%
|
|
|
2040
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$3.67M
|
-$9.08K
|
-66
|
-0.2%
|
|
|
2041
|
Versant Capital Management
Phoenix,
Arizona
|
$3.66M
|
+$14K
|
+102
|
+0.4%
|
|
|
2042
|
United Capital Management of KS
Salina,
Kansas
|
$3.66M
|
+$60.2K
|
+438
|
+2%
|
|
|
2043
|
|
$3.65M
|
-$140K
|
-1,018
|
-4%
|
|
|
2044
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.65M
|
+$848K
|
+6,168
|
+31%
|
|
|
2045
|
RFG Advisory
Birmingham,
Alabama
|
$3.63M
|
+$128K
|
+929
|
+4%
|
|
|
2046
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.62M
|
+$2.13M
|
+15,469
|
+158%
|
|
|
2047
|
Wimmer Associates 1
Pasadena,
California
|
$3.6M
|
-$13.5K
|
-98
|
-0.4%
|
|
|
2048
|
Cox Capital Management
Andover,
Massachusetts
|
$3.6M
|
-$537K
|
-3,908
|
-13%
|
|
|
2049
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.6M
|
-$12.6M
|
-91,323
|
-78%
|
|
|
2050
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$3.59M
|
-$1.54M
|
-11,228
|
-30%
|
|
