|
2026
|
Fiduciary Family Office
Boca Raton,
Florida
|
$3.15M
|
-$206K
|
-641
|
-7%
|
|
|
2027
|
Callahan Advisors
Houston,
Texas
|
$3.15M
|
-$7.71K
|
-24
|
-0.3%
|
|
|
2028
|
CM Wealth Advisors
Beachwood,
Ohio
|
$3.14M
|
-$153K
|
-478
|
-5%
|
|
|
2029
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$3.14M
|
+$241K
|
+752
|
+9%
|
|
|
2030
|
SS&H Financial Advisors
Troy,
Michigan
|
$3.14M
|
+$2.94M
|
+9,146
|
New
|
|
|
2031
|
United Advisor Group
Cincinnati,
Ohio
|
$3.14M
|
+$286K
|
+890
|
+11%
|
|
|
2032
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.14M
|
-$488K
|
-1,519
|
-14%
|
|
|
2033
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$3.13M
|
+$292K
|
+909
|
+11%
|
|
|
2034
|
Lafayette Investments
Ashton,
Maryland
|
$3.12M
|
+$8.35K
|
+26
|
+0.3%
|
|
|
2035
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$3.11M
|
-$47.2K
|
-147
|
-2%
|
|
|
2036
|
Harfst & Associates
Sheridan,
Wyoming
|
$3.1M
|
+$27.3K
|
+85
|
+0.9%
|
|
|
2037
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.1M
|
+$22.5K
|
+70
|
+0.8%
|
|
|
2038
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$3.1M
|
-$22.5K
|
-70
|
-0.8%
|
|
|
2039
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$3.1M
|
+$26.3K
|
+82
|
+0.9%
|
|
|
2040
|
Avanda Investment Management
Singapore
|
$3.09M
|
–
|
–
|
–
|
|
|
2041
|
Warm Springs Advisors
Larkspur,
California
|
$3.09M
|
–
|
–
|
–
|
|
|
2042
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$3.08M
|
-$292K
|
-911
|
-9%
|
|
|
2043
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$3.08M
|
-$45.3K
|
-141
|
-2%
|
|
|
2044
|
Tred Avon Family Wealth
Easton,
Maryland
|
$3.06M
|
-$5.46K
|
-17
|
-0.2%
|
|
|
2045
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$3.06M
|
+$1.6M
|
+4,987
|
+127%
|
|
|
2046
|
Zhang Financial
Portage,
Michigan
|
$3.06M
|
+$283K
|
+882
|
+11%
|
|
|
2047
|
Harvest Fund Management
Beijing,
China
|
$3.06M
|
-$4.06M
|
-12,661
|
-59%
|
|
|
2048
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$3.05M
|
-$46.6K
|
-145
|
-2%
|
|
|
2049
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.04M
|
-$109K
|
-340
|
-4%
|
|
|
2050
|
Odyssean LLC
Darien,
Connecticut
|
$3.04M
|
+$2.85M
|
+8,866
|
New
|
|
