|
2026
|
Partners Wealth Management
Carmel By The Sea,
California
|
$1.33M
|
+$27K
|
+50
|
+2%
|
|
|
2027
|
|
$1.32M
|
+$997K
|
+1,844
|
+255%
|
|
|
2028
|
Castleview Partners
Dallas,
Texas
|
$1.32M
|
+$691K
|
+1,278
|
+99%
|
|
|
2029
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$1.31M
|
+$541
|
+1
|
+0%
|
|
|
2030
|
Level Wealth Management
Greensboro,
North Carolina
|
$1.31M
|
+$541
|
+1
|
+0%
|
|
|
2031
|
Harmony Asset Management
Scottsdale,
Arizona
|
$1.31M
|
-$21.6K
|
-40
|
-2%
|
|
|
2032
|
|
$1.31M
|
+$432K
|
+800
|
+46%
|
|
|
2033
|
Evolution Advisers
Richmond,
Virginia
|
$1.3M
|
-$1.4M
|
-2,594
|
-51%
|
|
|
2034
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.3M
|
+$295K
|
+545
|
+27%
|
|
|
2035
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$1.3M
|
–
|
–
|
–
|
|
|
2036
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$1.3M
|
+$9.19K
|
+17
|
+0.7%
|
|
|
2037
|
Beck Mack & Oliver
New York
|
$1.29M
|
–
|
–
|
–
|
|
|
2038
|
Madrona Financial Services
Everett,
Washington
|
$1.28M
|
+$38.9K
|
+72
|
+3%
|
|
|
2039
|
BXM Wealth
Englewood,
Colorado
|
$1.28M
|
-$388K
|
-718
|
-22%
|
|
|
2040
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.28M
|
+$37.8K
|
+70
|
+3%
|
|
|
2041
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.28M
|
+$170K
|
+314
|
+14%
|
|
|
2042
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$1.27M
|
–
|
–
|
–
|
|
|
2043
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.27M
|
+$41.6K
|
+77
|
+3%
|
|
|
2044
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.27M
|
+$841K
|
+1,556
|
+131%
|
|
|
2045
|
Sather Financial Group
Victoria,
Texas
|
$1.27M
|
+$220K
|
+407
|
+20%
|
|
|
2046
|
Madden Securities
Dallas,
Texas
|
$1.27M
|
-$1.08K
|
-2
|
-0.1%
|
|
|
2047
|
Marshall Investment Management
Littleton,
Colorado
|
$1.27M
|
+$10.8K
|
+20
|
+0.8%
|
|
|
2048
|
Wealthquest
Cincinnati,
Ohio
|
$1.27M
|
-$89.2K
|
-165
|
-6%
|
|
|
2049
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.26M
|
-$9.19K
|
-17
|
-0.7%
|
|
|
2050
|
Jupiter Wealth Management
Glendale,
Colorado
|
$1.26M
|
–
|
–
|
–
|
|
