|
2026
|
BetterWealth
San Jose,
California
|
$1.55M
|
–
|
–
|
–
|
|
|
2027
|
Strategic Financial Partners
Bend,
Oregon
|
$1.55M
|
-$24.7K
|
-47
|
-2%
|
|
|
2028
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.55M
|
-$212K
|
-403
|
-13%
|
|
|
2029
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.55M
|
+$149K
|
+283
|
+12%
|
|
|
2030
|
Bulltick Wealth Management
Miami,
Florida
|
$1.54M
|
-$2.16M
|
-4,111
|
-60%
|
|
|
2031
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.54M
|
+$309K
|
+588
|
+28%
|
|
|
2032
|
RiverFront Investment Group
Richmond,
Virginia
|
$1.54M
|
-$44.1K
|
-84
|
-3%
|
|
|
2033
|
Verisail Partners
Chamblee,
Georgia
|
$1.53M
|
-$5.26K
|
-10
|
-0.4%
|
|
|
2034
|
Private Wealth Partners
Mill Valley,
California
|
$1.53M
|
+$13.1K
|
+25
|
+0.9%
|
|
|
2035
|
Advisors Preferred
Rockville,
Maryland
|
$1.53M
|
-$105K
|
-200
|
-7%
|
|
|
2036
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.53M
|
+$652K
|
+1,240
|
+85%
|
|
|
2037
|
Man Group
London,
United Kingdom
|
$1.52M
|
+$1.41M
|
+2,682
|
New
|
|
|
2038
|
|
$1.52M
|
+$263K
|
+501
|
+23%
|
|
|
2039
|
Chemistry Wealth Management
New York
|
$1.52M
|
+$2.63K
|
+5
|
+0.2%
|
|
|
2040
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.52M
|
-$358K
|
-682
|
-20%
|
|
|
2041
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1.51M
|
-$21.5K
|
-41
|
-2%
|
|
|
2042
|
Harmony Asset Management
Scottsdale,
Arizona
|
$1.51M
|
+$56.2K
|
+107
|
+4%
|
|
|
2043
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.5M
|
-$610K
|
-1,160
|
-30%
|
|
|
2044
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.5M
|
+$402K
|
+765
|
+42%
|
|
|
2045
|
Madrona Financial Services
Everett,
Washington
|
$1.49M
|
+$67.8K
|
+129
|
+5%
|
|
|
2046
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$1.49M
|
–
|
–
|
–
|
|
|
2047
|
CIBC World Markets
New York
|
$1.49M
|
+$4.73K
|
+9
|
+0.3%
|
|
|
2048
|
King Wealth Management Group
Naples,
Florida
|
$1.49M
|
+$296K
|
+564
|
+27%
|
|
|
2049
|
BHK Investment Advisors
Birmingham,
Alabama
|
$1.49M
|
–
|
–
|
–
|
|
|
2050
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.48M
|
+$204K
|
+388
|
+17%
|
|
