|
2026
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$4.49K
|
–
|
–
|
–
|
|
|
2027
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.41K
|
–
|
–
|
–
|
|
|
2028
|
PFC Capital Group
Los Angeles,
California
|
$4K
|
+$4.5K
|
+32
|
New
|
|
|
2029
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$3.44K
|
–
|
–
|
–
|
|
|
2030
|
Frazier Financial Advisors
Columbus,
Ohio
|
$3.29K
|
+$3.1K
|
+22
|
New
|
|
|
2031
|
Dunhill Financial
London,
United Kingdom
|
$3.14K
|
-$1.78M
|
-12,684
|
-100%
|
|
|
2032
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.14K
|
–
|
–
|
–
|
|
|
2033
|
GeoWealth Management
Chicago,
Illinois
|
$3K
|
+$2.53K
|
+18
|
New
|
|
|
2034
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.99K
|
+$2.81K
|
+20
|
New
|
|
|
2035
|
RFP Financial Group
Atlanta,
Georgia
|
$2.76K
|
–
|
–
|
–
|
|
|
2036
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$2.54K
|
–
|
–
|
–
|
|
|
2037
|
Acima Private Wealth
Richmond,
Virginia
|
$2.24K
|
–
|
–
|
–
|
|
|
2038
|
Clarity Asset Management
Ames,
Iowa
|
$2.09K
|
+$1.97K
|
+14
|
New
|
|
|
2039
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
2040
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$1.79K
|
+$1.69K
|
+12
|
New
|
|
|
2041
|
Family Asset Management
Charleston,
South Carolina
|
$1.05K
|
–
|
–
|
–
|
|
|
2042
|
|
$972
|
+$985
|
+7
|
New
|
|
|
2043
|
Delos Wealth Advisors
Dallas,
Texas
|
$748
|
–
|
–
|
–
|
|
|
2044
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$1
|
–
|
–
|
–
|
|
|
2045
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$54.4M
|
-394,602
|
Closed
|
|
|
2046
|
Kensington Asset Management
Austin,
Texas
|
–
|
-$48.6M
|
-352,000
|
Closed
|
|
|
2047
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$29.1M
|
-211,044
|
Closed
|
|
|
2048
|
3D/L Capital Management
Hartford,
Connecticut
|
–
|
-$28.1M
|
-203,789
|
Closed
|
|
|
2049
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
–
|
-$25.6M
|
-185,599
|
Closed
|
|
|
2050
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$20M
|
-145,000
|
Closed
|
|
