|
2026
|
Pflug Koory
Omaha,
Nebraska
|
$63.5K
|
+$61.9K
|
+540
|
New
|
|
|
2027
|
GW&K Investment Management
Boston,
Massachusetts
|
$63K
|
+$7.68K
|
+67
|
+14%
|
|
|
2028
|
Live Oak Investment Partners
Austin,
Texas
|
$61.7K
|
–
|
–
|
–
|
|
|
2029
|
Teachers Insurance & Annuity Association of America
New York
|
$61.1K
|
+$59.6K
|
+520
|
New
|
|
|
2030
|
Breakwater Investment Management
Seattle,
Washington
|
$60.1K
|
–
|
–
|
–
|
|
|
2031
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$59K
|
–
|
–
|
–
|
|
|
2032
|
CSU Producer Resources
Fairfield,
Ohio
|
$58.8K
|
–
|
–
|
–
|
|
|
2033
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$58.6K
|
+$2.18K
|
+19
|
+4%
|
|
|
2034
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$58.3K
|
+$39.9K
|
+348
|
+235%
|
|
|
2035
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$57K
|
–
|
–
|
–
|
|
|
2036
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$56K
|
-$16.9K
|
-147
|
-24%
|
|
|
2037
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$55K
|
+$2.52K
|
+22
|
+5%
|
|
|
2038
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$51.7K
|
–
|
–
|
–
|
|
|
2039
|
Covestor
London,
United Kingdom
|
$51K
|
-$115
|
-1
|
-0.2%
|
|
|
2040
|
Westside Investment Management
Santa Monica,
California
|
$50.2K
|
–
|
–
|
–
|
|
|
2041
|
Security National Bank
Omaha,
Nebraska
|
$50.1K
|
–
|
–
|
–
|
|
|
2042
|
Flaharty Asset Management
Clearwater,
Florida
|
$50.1K
|
+$48.8K
|
+426
|
New
|
|
|
2043
|
Abound Wealth Management
Franklin,
Tennessee
|
$48.4K
|
+$2.29K
|
+20
|
+5%
|
|
|
2044
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$47K
|
–
|
–
|
–
|
|
|
2045
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$47K
|
–
|
–
|
–
|
|
|
2046
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$47K
|
+$45.9K
|
+400
|
New
|
|
|
2047
|
Kennebec Savings Bank
Augusta,
Maine
|
$47K
|
+$45.9K
|
+400
|
New
|
|
|
2048
|
Richard W. Paul & Associates
Novi,
Michigan
|
$45.7K
|
+$18.6K
|
+162
|
+71%
|
|
|
2049
|
FSA Wealth Management
Needham,
Massachusetts
|
$44.7K
|
+$43.6K
|
+380
|
New
|
|
|
2050
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$43.6K
|
–
|
–
|
–
|
|
