|
2026
|
Access Financial Services
Minneapolis,
Minnesota
|
$361K
|
+$60.1K
|
+2,690
|
+19%
|
|
|
2027
|
KFA Private Wealth Group
Tysons,
Virginia
|
$360K
|
-$3.46K
|
-155
|
-0.9%
|
|
|
2028
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$359K
|
-$6.73K
|
-301
|
-2%
|
|
|
2029
|
55I LLC
Boston,
Massachusetts
|
$358K
|
+$40.4K
|
+1,809
|
+12%
|
|
|
2030
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$357K
|
-$9.72K
|
-435
|
-3%
|
|
|
2031
|
Boltwood Capital Management
Walnut Creek,
California
|
$357K
|
–
|
–
|
–
|
|
|
2032
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$356K
|
-$2.35K
|
-105
|
-0.6%
|
|
|
2033
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$355K
|
-$52.9K
|
-2,365
|
-13%
|
|
|
2034
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$355K
|
–
|
–
|
–
|
|
|
2035
|
Strategic Financial Services
Utica,
New York
|
$353K
|
-$119K
|
-5,347
|
-25%
|
|
|
2036
|
GeoWealth Management
Chicago,
Illinois
|
$353K
|
-$57.7K
|
-2,583
|
-14%
|
|
|
2037
|
LifeSteps Financial
Claremont,
California
|
$353K
|
-$30.7K
|
-1,373
|
-8%
|
|
|
2038
|
Gratus Capital
Atlanta,
Georgia
|
$353K
|
+$8.11K
|
+363
|
+2%
|
|
|
2039
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$351K
|
-$2.44K
|
-109
|
-0.7%
|
|
|
2040
|
West Coast Financial
Santa Barbara,
California
|
$351K
|
–
|
–
|
–
|
|
|
2041
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$351K
|
+$364K
|
+16,309
|
New
|
|
|
2042
|
Meitav Investment House
Bene-Beraq,
Israel
|
$351K
|
+$367K
|
+16,418
|
New
|
|
|
2043
|
VERITY Wealth Advisors
Sausalito,
United States
|
$350K
|
–
|
–
|
–
|
|
|
2044
|
Affinity Wealth Management
Wilmington,
Delaware
|
$349K
|
-$14.5K
|
-647
|
-4%
|
|
|
2045
|
Pavion Blue Capital
Newport Beach,
California
|
$349K
|
+$37K
|
+1,654
|
+11%
|
|
|
2046
|
Newport Wealth Strategies
Irvine,
California
|
$348K
|
–
|
–
|
–
|
|
|
2047
|
Bender Robert & Associates
Pasadena,
California
|
$347K
|
-$14.1K
|
-629
|
-4%
|
|
|
2048
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$347K
|
+$50.7K
|
+2,269
|
+16%
|
|
|
2049
|
Wealth Architects
Mountain View,
California
|
$346K
|
+$7.78K
|
+348
|
+2%
|
|
|
2050
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$344K
|
+$3.22K
|
+144
|
+0.9%
|
|
