|
2026
|
Pitti Group Wealth Management
Victor,
New York
|
$2.93M
|
–
|
–
|
–
|
|
|
2027
|
Asset Management Group
Stamford,
Connecticut
|
$2.93M
|
+$73.5K
|
+133
|
+3%
|
|
|
2028
|
SOA Wealth Advisors
New York
|
$2.93M
|
-$22.7K
|
-41
|
-0.8%
|
|
|
2029
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$2.91M
|
–
|
–
|
–
|
|
|
2030
|
Verus Financial Partners
Richmond,
Virginia
|
$2.9M
|
+$1.11K
|
+2
|
+0%
|
|
|
2031
|
Redwood Investment Management
Scottsdale,
Arizona
|
$2.9M
|
+$985K
|
+1,781
|
+54%
|
|
|
2032
|
Rovin Capital
Mesa,
Arizona
|
$2.9M
|
-$39.3K
|
-71
|
-1%
|
|
|
2033
|
Center for Financial Planning
Southfied,
Michigan
|
$2.9M
|
-$655K
|
-1,185
|
-19%
|
|
|
2034
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$2.9M
|
-$3.32K
|
-6
|
-0.1%
|
|
|
2035
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$2.9M
|
+$33.2K
|
+60
|
+1%
|
|
|
2036
|
Eagle Asset Management
St Petersburg,
Florida
|
$2.89M
|
+$2.23M
|
+4,032
|
+502%
|
|
|
2037
|
Wealthquest
Cincinnati,
Ohio
|
$2.89M
|
+$27.6K
|
+50
|
+1%
|
|
|
2038
|
Wealth Management Partners
Tucson,
Arizona
|
$2.88M
|
-$258K
|
-466
|
-8%
|
|
|
2039
|
Secure Asset Management
Troy,
Michigan
|
$2.88M
|
+$203K
|
+367
|
+8%
|
|
|
2040
|
XML Financial
Bethesda,
Maryland
|
$2.88M
|
+$36.5K
|
+66
|
+1%
|
|
|
2041
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.87M
|
-$48.1K
|
-87
|
-2%
|
|
|
2042
|
Intelligence Driven Advisers
Carlsbad,
California
|
$2.87M
|
-$41.5K
|
-75
|
-1%
|
|
|
2043
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$2.87M
|
-$184K
|
-333
|
-6%
|
|
|
2044
|
Nottingham Advisors
Amherst,
New York
|
$2.87M
|
+$401K
|
+725
|
+17%
|
|
|
2045
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.87M
|
-$1.91M
|
-3,447
|
-41%
|
|
|
2046
|
Point72 Asset Management
Stamford,
Connecticut
|
$2.87M
|
-$5.53M
|
-10,000
|
-67%
|
|
|
2047
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$2.86M
|
–
|
–
|
–
|
|
|
2048
|
Evensky & Katz
Coral Gables,
Florida
|
$2.85M
|
-$33.7K
|
-61
|
-1%
|
|
|
2049
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$2.84M
|
+$139K
|
+252
|
+5%
|
|
|
2050
|
BHK Investment Advisors
Birmingham,
Alabama
|
$2.83M
|
+$5.53K
|
+10
|
+0.2%
|
|
