|
2026
|
DecisionPoint Financial
Mesa,
Arizona
|
$56.6K
|
–
|
–
|
–
|
|
|
2027
|
Key Financial Inc
West Chester,
Pennsylvania
|
$56.2K
|
-$30.1K
|
-384
|
-38%
|
|
|
2028
|
Financial Perspectives
Minneapolis,
Minnesota
|
$55.9K
|
+$157
|
+2
|
+0.3%
|
|
|
2029
|
AllSquare Wealth Management
Albany,
New York
|
$55.3K
|
+$7.84K
|
+100
|
+19%
|
|
|
2030
|
PSI Advisors
Tampa,
Florida
|
$55.1K
|
+$10.2K
|
+130
|
+26%
|
|
|
2031
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$54K
|
+$1.25K
|
+16
|
+3%
|
|
|
2032
|
Catalyst Capital Advisors
Huntington,
New York
|
$53.9K
|
+$47.8K
|
+610
|
New
|
|
|
2033
|
West Financial Advisors
Des Moines,
Iowa
|
$53K
|
–
|
–
|
–
|
|
|
2034
|
Red Tortoise LLC
Atlanta,
Georgia
|
$52.7K
|
–
|
–
|
–
|
|
|
2035
|
Continuum Advisory
Eagle,
Idaho
|
$52.3K
|
–
|
–
|
–
|
|
|
2036
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$52K
|
-$1.73K
|
-22
|
-4%
|
|
|
2037
|
Riverview Trust Company
Vancouver,
Washington
|
$51.7K
|
+$45.9K
|
+585
|
New
|
|
|
2038
|
Mar Vista Investment Partners
Los Angeles,
California
|
$51.2K
|
-$42.6M
|
-543,563
|
-100%
|
|
|
2039
|
Bruce G. Allen Investments
Denver,
Colorado
|
$50.1K
|
+$4.16K
|
+53
|
+10%
|
|
|
2040
|
Talon Private Wealth
The Villages,
Florida
|
$48.5K
|
+$43.1K
|
+549
|
New
|
|
|
2041
|
Ecofi Investissements
Nanterre,
France
|
$47.7K
|
–
|
–
|
–
|
|
|
2042
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$47K
|
-$10.6K
|
-135
|
-20%
|
|
|
2043
|
Hemington Wealth Management
Falls Church,
Virginia
|
$47K
|
+$48.4K
|
+617
|
New
|
|
|
2044
|
Abound Wealth Management
Franklin,
Tennessee
|
$45.9K
|
-$3.84K
|
-49
|
-9%
|
|
|
2045
|
Avalon Trust
Santa Fe,
New Mexico
|
$45.1K
|
-$90.8K
|
-1,158
|
-69%
|
|
|
2046
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$45K
|
-$9.1K
|
-116
|
-19%
|
|
|
2047
|
Pacific Center for Financial Services
San Ramon,
California
|
$44.7K
|
–
|
–
|
–
|
|
|
2048
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$44.2K
|
–
|
–
|
–
|
|
|
2049
|
Dunhill Financial
London,
United Kingdom
|
$43.6K
|
+$13.3K
|
+169
|
+52%
|
|
|
2050
|
Financial Management Professionals
Austin,
Texas
|
$43K
|
-$1.33K
|
-17
|
-3%
|
|
