|
2026
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.1M
|
+$84.7K
|
+138
|
+4%
|
|
|
2027
|
Xcel Wealth Management
Holly Hill,
Florida
|
$2.1M
|
+$311K
|
+507
|
+17%
|
|
|
2028
|
Cannell & Spears
New York
|
$2.09M
|
-$76.7K
|
-125
|
-4%
|
|
|
2029
|
Summit Global Investments
Bountiful,
Utah
|
$2.08M
|
-$47.9K
|
-78
|
-2%
|
|
|
2030
|
August Group Capital
Toronto,
|
$2.08M
|
+$2.07M
|
+3,378
|
New
|
|
|
2031
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.07M
|
+$121K
|
+197
|
+6%
|
|
|
2032
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.06M
|
+$166K
|
+270
|
+9%
|
|
|
2033
|
GHP Investment Advisors
Denver,
Colorado
|
$2.04M
|
+$1.84K
|
+3
|
+0.1%
|
|
|
2034
|
Oder Investment Management
Woodland Hills,
California
|
$2.04M
|
-$195K
|
-318
|
-9%
|
|
|
2035
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.04M
|
–
|
–
|
–
|
|
|
2036
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$2.04M
|
-$91.4K
|
-149
|
-4%
|
|
|
2037
|
Global Financial Private Client
Sarasota,
Florida
|
$2.03M
|
+$2.46K
|
+4
|
+0.1%
|
|
|
2038
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.03M
|
-$96.3K
|
-157
|
-5%
|
|
|
2039
|
MKT Advisors
Escondido,
California
|
$2.03M
|
-$22.7K
|
-37
|
-1%
|
|
|
2040
|
Colorado Capital Management
Boulder,
Colorado
|
$2.03M
|
-$63.2K
|
-103
|
-3%
|
|
|
2041
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.03M
|
-$50.9K
|
-83
|
-2%
|
|
|
2042
|
Capital Asset Management
Denver,
Colorado
|
$2.02M
|
+$2.02M
|
+3,294
|
New
|
|
|
2043
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$2.02M
|
+$1.79M
|
+2,909
|
+766%
|
|
|
2044
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.02M
|
-$221K
|
-360
|
-10%
|
|
|
2045
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$2.02M
|
+$2.02M
|
+3,286
|
New
|
|
|
2046
|
Manchester Capital Management
Manchester,
Vermont
|
$2.02M
|
-$1.21M
|
-1,975
|
-38%
|
|
|
2047
|
Aviso Wealth Management
Bellevue,
Washington
|
$2.02M
|
-$164K
|
-267
|
-8%
|
|
|
2048
|
Congress Park Capital
Saratoga Springs,
New York
|
$2.02M
|
-$71.8K
|
-117
|
-3%
|
|
|
2049
|
Passive Capital Management
Baltimore,
Maryland
|
$2.01M
|
–
|
–
|
–
|
|
|
2050
|
R.M. Davis Inc
Portland,
Maine
|
$2.01M
|
+$4.29K
|
+7
|
+0.2%
|
|
