|
2026
|
Vivaldi Capital Management
Chicago,
Illinois
|
$266K
|
+$268K
|
+1,384
|
New
|
|
|
2027
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$265K
|
–
|
–
|
–
|
|
|
2028
|
Baker Avenue Asset Management
San Francisco,
California
|
$264K
|
-$72K
|
-372
|
-22%
|
|
|
2029
|
Diligent Investors
Redlands,
California
|
$264K
|
+$1.94K
|
+10
|
+0.8%
|
|
|
2030
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$263K
|
-$10.6K
|
-55
|
-4%
|
|
|
2031
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$263K
|
+$258K
|
+1,331
|
New
|
|
|
2032
|
Catalyst Private Wealth
San Mateo,
California
|
$262K
|
–
|
–
|
–
|
|
|
2033
|
ProShare Advisors
Bethesda,
Maryland
|
$261K
|
-$117K
|
-607
|
-31%
|
|
|
2034
|
Williams & Novak
Westlake Village,
California
|
$261K
|
-$49.9K
|
-258
|
-16%
|
|
|
2035
|
Rossby Financial
Melbourne,
Florida
|
$261K
|
+$256K
|
+1,323
|
New
|
|
|
2036
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$261K
|
-$13.5K
|
-70
|
-5%
|
|
|
2037
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
2038
|
Mirador Capital Partners
Pleasanton,
California
|
$260K
|
-$194
|
-1
|
-0.1%
|
|
|
2039
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$260K
|
+$255K
|
+1,317
|
New
|
|
|
2040
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
2041
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$259K
|
-$4.45K
|
-23
|
-2%
|
|
|
2042
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$258K
|
–
|
–
|
–
|
|
|
2043
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$258K
|
-$94.1K
|
-486
|
-27%
|
|
|
2044
|
Advyzon Investment Management
Lisle,
Illinois
|
$258K
|
+$252K
|
+1,304
|
New
|
|
|
2045
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$257K
|
+$252K
|
+1,300
|
New
|
|
|
2046
|
Platform Technology Partners
New York
|
$256K
|
-$8.32K
|
-43
|
-3%
|
|
|
2047
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$255K
|
+$21.5K
|
+111
|
+9%
|
|
|
2048
|
Plancorp LLC
Saint Louis,
Missouri
|
$255K
|
+$250K
|
+1,292
|
New
|
|
|
2049
|
Insight Advisors
Newtown,
Pennsylvania
|
$255K
|
+$246K
|
+1,271
|
New
|
|
|
2050
|
Apex Wealth Management
Bedford,
New Hampshire
|
$255K
|
+$249K
|
+1,289
|
New
|
|
