|
2026
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$835K
|
+$2.23K
|
+32
|
+0.3%
|
|
|
2027
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$831K
|
-$25.1K
|
-360
|
-3%
|
|
|
2028
|
VeraBank
Henderson,
Texas
|
$831K
|
-$64.6K
|
-927
|
-7%
|
|
|
2029
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$830K
|
-$16.5K
|
-237
|
-2%
|
|
|
2030
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$829K
|
-$11.4K
|
-163
|
-1%
|
|
|
2031
|
CRA Financial Services
Northfield,
New Jersey
|
$829K
|
+$26.4K
|
+379
|
+3%
|
|
|
2032
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$826K
|
-$2.79K
|
-40
|
-0.3%
|
|
|
2033
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$826K
|
-$3.48K
|
-50
|
-0.4%
|
|
|
2034
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$821K
|
-$70.8K
|
-1,017
|
-8%
|
|
|
2035
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$820K
|
+$399K
|
+5,730
|
+99%
|
|
|
2036
|
Collaborative Capital Advisors
New York
|
$816K
|
+$798K
|
+11,454
|
New
|
|
|
2037
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$815K
|
+$797K
|
+11,446
|
New
|
|
|
2038
|
Tenet Wealth Partners
Champaign,
Illinois
|
$815K
|
+$811K
|
+11,641
|
New
|
|
|
2039
|
Citadel Advisors
Miami,
Florida
|
$812K
|
-$4.63M
|
-66,483
|
-85%
|
|
|
2040
|
Citrine Capital
San Francisco,
California
|
$811K
|
+$84K
|
+1,206
|
+12%
|
|
|
2041
|
Fiduciary Alliance
Greenville,
South Carolina
|
$809K
|
-$193K
|
-2,764
|
-20%
|
|
|
2042
|
Nolet Wealth Management
Fort Worth,
Texas
|
$808K
|
-$5.59M
|
-80,203
|
-88%
|
|
|
2043
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$807K
|
-$1.25M
|
-17,919
|
-61%
|
|
|
2044
|
Archer Investment Management
Austin,
Texas
|
$807K
|
+$52.1K
|
+748
|
+7%
|
|
|
2045
|
Chatham Capital Group
Savannah,
Georgia
|
$802K
|
–
|
–
|
–
|
|
|
2046
|
Quantum Financial Advisors
El Segundo,
California
|
$802K
|
-$3.41K
|
-49
|
-0.4%
|
|
|
2047
|
Matisse Capital
Portland,
Oregon
|
$800K
|
–
|
–
|
–
|
|
|
2048
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$799K
|
-$26.2K
|
-376
|
-3%
|
|
|
2049
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$799K
|
–
|
–
|
–
|
|
|
2050
|
Raleigh Capital Management
Cary,
North Carolina
|
$799K
|
-$45.3K
|
-651
|
-5%
|
|
