|
2026
|
Presper Financial Architects
Akron,
Ohio
|
$2.28M
|
–
|
–
|
–
|
|
|
2027
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$2.28M
|
+$12.4K
|
+20
|
+0.6%
|
|
|
2028
|
Alaethes Wealth
Glenbrook,
Nevada
|
$2.27M
|
+$31.1K
|
+50
|
+1%
|
|
|
2029
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$2.27M
|
-$24.9K
|
-40
|
-1%
|
|
|
2030
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$2.26M
|
+$2.49K
|
+4
|
+0.1%
|
|
|
2031
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.26M
|
+$191K
|
+308
|
+9%
|
|
|
2032
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2.26M
|
+$675K
|
+1,086
|
+43%
|
|
|
2033
|
Enzi Wealth
Austin,
Texas
|
$2.26M
|
-$47.2K
|
-76
|
-2%
|
|
|
2034
|
Alpha Financial Partners
Lexington,
Kentucky
|
$2.26M
|
+$176K
|
+283
|
+9%
|
|
|
2035
|
DiPaolo Financial Group
Lutz,
Florida
|
$2.26M
|
+$2.24M
|
+3,597
|
New
|
|
|
2036
|
Investment Advisory Services
The Woodlands,
Texas
|
$2.25M
|
+$219K
|
+353
|
+11%
|
|
|
2037
|
Rovin Capital
Mesa,
Arizona
|
$2.25M
|
+$816K
|
+1,313
|
+58%
|
|
|
2038
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.25M
|
-$18K
|
-29
|
-0.8%
|
|
|
2039
|
TCP Asset Management
Columbus,
Ohio
|
$2.25M
|
-$23K
|
-37
|
-1%
|
|
|
2040
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$2.24M
|
+$25.5K
|
+41
|
+1%
|
|
|
2041
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.24M
|
-$45.9M
|
-73,926
|
-95%
|
|
|
2042
|
V2 Financial group
Naperville,
Illinois
|
$2.24M
|
+$736K
|
+1,184
|
+50%
|
|
|
2043
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$2.24M
|
+$2.22M
|
+3,571
|
New
|
|
|
2044
|
Claris Financial
Glen Allen,
Virginia
|
$2.24M
|
+$601K
|
+967
|
+37%
|
|
|
2045
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.23M
|
+$324K
|
+522
|
+17%
|
|
|
2046
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$2.23M
|
-$60.9K
|
-98
|
-3%
|
|
|
2047
|
Sims Investment Management
Cincinnati,
Ohio
|
$2.22M
|
-$163K
|
-262
|
-7%
|
|
|
2048
|
Heritage Investment Group
Pompano Beach,
Florida
|
$2.22M
|
-$10.6K
|
-17
|
-0.5%
|
|
|
2049
|
Peak Planning Group
Centennial,
Colorado
|
$2.22M
|
+$92K
|
+148
|
+4%
|
|
|
2050
|
Diesslin Group
Fort Worth,
Texas
|
$2.22M
|
+$2.2M
|
+3,540
|
New
|
|
