|
2026
|
Defined Wealth Management
Beaverton,
Oregon
|
$425K
|
+$1.33K
|
+11
|
+0.3%
|
|
|
2027
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$424K
|
-$20.8M
|
-172,317
|
-98%
|
|
|
2028
|
Cadinha & Co
Honolulu,
Hawaii
|
$424K
|
+$127K
|
+1,050
|
+40%
|
|
|
2029
|
Vivaldi Capital Management
Chicago,
Illinois
|
$424K
|
+$410K
|
+3,392
|
New
|
|
|
2030
|
|
$424K
|
-$3.62K
|
-30
|
-0.8%
|
|
|
2031
|
Guardian Investment Management
Tiburon,
California
|
$423K
|
-$56.3K
|
-466
|
-11%
|
|
|
2032
|
Hills Bank & Trust
North Liberty,
Iowa
|
$422K
|
–
|
–
|
–
|
|
|
2033
|
GK Wealth Management
Reno,
Nevada
|
$422K
|
+$440K
|
+3,643
|
New
|
|
|
2034
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$421K
|
+$4.47K
|
+37
|
+1%
|
|
|
2035
|
Simplicity Wealth
Summit,
New Jersey
|
$419K
|
-$998K
|
-8,265
|
-70%
|
|
|
2036
|
City National Bank of Florida
Miami,
Florida
|
$419K
|
+$438K
|
+3,623
|
New
|
|
|
2037
|
Opal Wealth Advisors
Jericho,
New York
|
$419K
|
-$10.8K
|
-89
|
-2%
|
|
|
2038
|
Alta Capital Management
Salt Lake City,
Utah
|
$417K
|
-$186K
|
-1,541
|
-30%
|
|
|
2039
|
CLG LLC
Long Beach,
California
|
$417K
|
+$435K
|
+3,603
|
New
|
|
|
2040
|
Sivia Capital Partners
Mill Valley,
California
|
$415K
|
+$12.3K
|
+102
|
+3%
|
|
|
2041
|
Engineers Gate Manager
New York
|
$415K
|
-$13.8M
|
-113,869
|
-97%
|
|
|
2042
|
Family Management
New York
|
$415K
|
+$35.5K
|
+294
|
+9%
|
|
|
2043
|
Aventura Private Wealth
Aventura,
Florida
|
$415K
|
+$433K
|
+3,583
|
New
|
|
|
2044
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$414K
|
+$3.5K
|
+29
|
+0.8%
|
|
|
2045
|
Liberty Wealth Management
Oakland,
California
|
$414K
|
+$966
|
+8
|
+0.2%
|
|
|
2046
|
Stone Run Capital
New York
|
$413K
|
–
|
–
|
–
|
|
|
2047
|
Sittner & Nelson
Eugene,
Oregon
|
$411K
|
+$1.69K
|
+14
|
+0.4%
|
|
|
2048
|
Apexium Financial
Dallas,
Texas
|
$411K
|
+$121
|
+1
|
+0%
|
|
|
2049
|
Fidelity International
Hamilton,
Bermuda
|
$410K
|
-$86.5K
|
-716
|
-17%
|
|
|
2050
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$409K
|
+$2.29K
|
+19
|
+0.5%
|
|
