|
2026
|
Quotient Wealth Partners
Dallas,
Texas
|
$3.22M
|
+$227K
|
+708
|
+8%
|
|
|
2027
|
Asahi Life Asset Management
Tokyo,
Japan
|
$3.22M
|
-$425K
|
-1,324
|
-12%
|
|
|
2028
|
Main Street Research
Lakeville,
Connecticut
|
$3.21M
|
-$282K
|
-877
|
-9%
|
|
|
2029
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.21M
|
+$168K
|
+524
|
+6%
|
|
|
2030
|
Darwin Wealth Management
Tampa,
Florida
|
$3.21M
|
+$547K
|
+1,704
|
+22%
|
|
|
2031
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$3.2M
|
-$799K
|
-2,490
|
-21%
|
|
|
2032
|
DeDora Capital
Napa,
California
|
$3.2M
|
-$963
|
-3
|
-0%
|
|
|
2033
|
Naples Global Advisors
Naples,
Florida
|
$3.2M
|
+$283K
|
+880
|
+10%
|
|
|
2034
|
Alaethes Wealth
Glenbrook,
Nevada
|
$3.18M
|
-$1.28K
|
-4
|
-0%
|
|
|
2035
|
Kennon-Green & Company
New Albany,
Ohio
|
$3.18M
|
-$63.2K
|
-197
|
-2%
|
|
|
2036
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$3.17M
|
+$1.55M
|
+4,820
|
+109%
|
|
|
2037
|
Flavin Financial Services
Melbourne,
Florida
|
$3.16M
|
+$489K
|
+1,522
|
+20%
|
|
|
2038
|
WealthShield Partners
Cary,
North Carolina
|
$3.15M
|
+$14.8K
|
+46
|
+0.5%
|
|
|
2039
|
Fiduciary Family Office
Boca Raton,
Florida
|
$3.15M
|
-$206K
|
-641
|
-7%
|
|
|
2040
|
Callahan Advisors
Houston,
Texas
|
$3.15M
|
-$7.7K
|
-24
|
-0.3%
|
|
|
2041
|
CM Wealth Advisors
Beachwood,
Ohio
|
$3.14M
|
-$153K
|
-478
|
-5%
|
|
|
2042
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$3.14M
|
+$241K
|
+752
|
+9%
|
|
|
2043
|
SS&H Financial Advisors
Troy,
Michigan
|
$3.14M
|
+$2.94M
|
+9,146
|
New
|
|
|
2044
|
United Advisor Group
Cincinnati,
Ohio
|
$3.14M
|
+$286K
|
+890
|
+11%
|
|
|
2045
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.14M
|
-$488K
|
-1,519
|
-14%
|
|
|
2046
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$3.13M
|
+$292K
|
+909
|
+11%
|
|
|
2047
|
Lafayette Investments
Ashton,
Maryland
|
$3.12M
|
+$8.35K
|
+26
|
+0.3%
|
|
|
2048
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$3.11M
|
-$47.2K
|
-147
|
-2%
|
|
|
2049
|
Harfst & Associates
Sheridan,
Wyoming
|
$3.1M
|
+$27.3K
|
+85
|
+0.9%
|
|
|
2050
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.1M
|
+$22.5K
|
+70
|
+0.8%
|
|
