|
2026
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$269K
|
-$84.5K
|
-500
|
-25%
|
|
|
2027
|
Private Advisory Group
Redmond,
Washington
|
$268K
|
+$7.43K
|
+44
|
+3%
|
|
|
2028
|
Stegner Investment Associates
Louisville,
Kentucky
|
$266K
|
-$19.8K
|
-117
|
-7%
|
|
|
2029
|
Gimbal Financial
Carmel,
Indiana
|
$265K
|
–
|
–
|
–
|
|
|
2030
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$265K
|
–
|
–
|
–
|
|
|
2031
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$265K
|
-$299K
|
-1,768
|
-54%
|
|
|
2032
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$265K
|
+$507
|
+3
|
+0.2%
|
|
|
2033
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$265K
|
-$14.7K
|
-87
|
-5%
|
|
|
2034
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$264K
|
-$322K
|
-1,908
|
-56%
|
|
|
2035
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$263K
|
+$251K
|
+1,488
|
New
|
|
|
2036
|
Private Wealth Management Group
Princeton,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
|
2037
|
EWG Elevate
Roseville,
California
|
$261K
|
-$87.2K
|
-516
|
-26%
|
|
|
2038
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$261K
|
+$37.8K
|
+224
|
+18%
|
|
|
2039
|
Truvestments Capital
Sarasota,
Florida
|
$260K
|
–
|
–
|
–
|
|
|
2040
|
TD Asset Management
Toronto,
Ontario, Canada
|
$259K
|
–
|
–
|
–
|
|
|
2041
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$259K
|
-$38.5K
|
-228
|
-13%
|
|
|
2042
|
Apriem Advisors
Irvine,
California
|
$258K
|
–
|
–
|
–
|
|
|
2043
|
Sage Investment Counsel
Franklin,
Tennessee
|
$257K
|
+$1.86K
|
+11
|
+0.8%
|
|
|
2044
|
Eastern Bank
Boston,
Massachusetts
|
$257K
|
-$204K
|
-1,210
|
-45%
|
|
|
2045
|
Umpqua Bank
Lake Oswego,
Oregon
|
$256K
|
–
|
–
|
–
|
|
|
2046
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$256K
|
–
|
–
|
–
|
|
|
2047
|
L & S Advisors
Los Angeles,
California
|
$256K
|
+$245K
|
+1,450
|
New
|
|
|
2048
|
Lantz Financial
Naperville,
Illinois
|
$256K
|
–
|
–
|
–
|
|
|
2049
|
Pursue Wealth Partners
Clayton,
California
|
$256K
|
+$10.1K
|
+60
|
+4%
|
|
|
2050
|
True North Advisors
Dallas,
Texas
|
$255K
|
-$33.8K
|
-200
|
-12%
|
|
