|
2026
|
Tarbox Family Office
Newport Beach,
California
|
$76K
|
+$3.58K
|
+93
|
+5%
|
|
|
2027
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$75K
|
–
|
–
|
–
|
|
|
2028
|
Atlas Private Wealth Management
Albany,
New York
|
$74K
|
+$346
|
+9
|
+0.5%
|
|
|
2029
|
Lucia Wealth Services
San Diego,
California
|
$74K
|
+$6.23K
|
+162
|
+9%
|
|
|
2030
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$73K
|
–
|
–
|
–
|
|
|
2031
|
Pacer Advisors
Malvern,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
2032
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$73K
|
+$51.9K
|
+1,350
|
+300%
|
|
|
2033
|
Bourgeon Capital Management
Darien,
Connecticut
|
$72K
|
–
|
–
|
–
|
|
|
2034
|
Creative Financial Designs
Kokomo,
Indiana
|
$71K
|
-$11.9K
|
-309
|
-14%
|
|
|
2035
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$71K
|
–
|
–
|
–
|
|
|
2036
|
Key Financial Inc
West Chester,
Pennsylvania
|
$70K
|
+$69.9K
|
+1,818
|
New
|
|
|
2037
|
Column Capital Advisors
Indianapolis,
Indiana
|
$69K
|
+$5.77K
|
+150
|
+9%
|
|
|
2038
|
Perkins Coie Trust Company
Seattle,
Washington
|
$68K
|
+$1.73K
|
+45
|
+3%
|
|
|
2039
|
Pinz Capital Management
New York
|
$68K
|
+$69.2K
|
+1,800
|
New
|
|
|
2040
|
Clean Yield Group
Norwich,
Vermont
|
$66K
|
-$283K
|
-7,350
|
-81%
|
|
|
2041
|
Larson Financial Group
St Louis,
Missouri
|
$65K
|
+$19.5K
|
+507
|
+42%
|
|
|
2042
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$65K
|
+$66.5K
|
+1,728
|
New
|
|
|
2043
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$64K
|
–
|
–
|
–
|
|
|
2044
|
MBE Wealth Management
Tomah,
Wisconsin
|
$64K
|
+$65.8K
|
+1,710
|
New
|
|
|
2045
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$61K
|
–
|
–
|
–
|
|
|
2046
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$59K
|
–
|
–
|
–
|
|
|
2047
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$58K
|
-$52.7K
|
-1,371
|
-47%
|
|
|
2048
|
Lake Point Wealth Management
Rockwall,
Texas
|
$58K
|
-$1.73K
|
-45
|
-3%
|
|
|
2049
|
LifePlan Financial Group
Dayton,
Ohio
|
$58K
|
–
|
–
|
–
|
|
|
2050
|
Erste Asset Management
Vienna,
Austria
|
$57.9K
|
–
|
–
|
–
|
|
